Basis vs Rogo
A side-by-side comparison of capabilities, autonomy, integrations, and pricing to help you choose.
Short answer: choose Basis if you want ai agents built for accountants that close books, prep tax, and run audits (Supervised agent, enterprise); choose Rogo if you want agentic ai platform for finance and investment research (Supervised agent, enterprise).
| Basis | Rogo | |
|---|---|---|
| What it is | AI agents built for accountants that close books, prep tax, and run audits | Agentic AI platform for finance and investment research |
| Type | platform | platform |
| Autonomy | Supervised agent | Supervised agent |
| Pricing | enterprise | enterprise |
| Best for | mid-market, enterprise | enterprise |
| Deployment | saas | saas, api |
| Modalities | text, api | text, api |
| Models | gpt, model-agnostic | gpt, gemini |
| Protocols | function-calling, mcp | rest-api |
| Integrations | ERP systems, accounting applications, file systems | FactSet, S&P Global, LSEG, PitchBook, Preqin, SEC filings |
| Capabilities | 4 documented | 4 documented |
Basis
- +Proven enterprise traction, reportedly in use at a meaningful share of the largest US accounting firms, with named customers
- +Genuinely agentic scope: real end-to-end execution of close, reconciliations, workpapers, and tax returns, not just a chatbot
- +Strong technical and investor backing, with deep OpenAI collaboration and multi-model routing
- -Not self-serve: waitlist- and sales-gated, with no public pricing, docs, or transparent integration list
- -Reliance on human review by design, so fully autonomous full-task claims are largely demonstration-stage
Rogo
- +Deep, finance-specific workflow automation rather than a generic chatbot
- +Strong licensed-data partnerships (FactSet, S&P Global, LSEG, PitchBook)
- +Rapid enterprise adoption with major-bank traction
- -Enterprise-only with opaque pricing
- -Outputs require human review for accuracy and compliance in a regulated industry
Which should you choose?
Basis is ai agents built for accountants that close books, prep tax, and run audits, best for mid-market, enterprise. Rogo is agentic ai platform for finance and investment research, best for enterprise. The right choice depends on the autonomy level you want, your existing integrations, and your budget, all compared above.