OpenAI Financial Services North America

Basis

Document Processing

Basis needed AI agents that could reliably finish long, detail-heavy accounting tasks with strong intent understanding, lower latency, and better task-path decisions than earlier models.

50% less time to complete a 50-tab tax workbook vs. GPT-5.6 Sol
Approximately 20% improvement in internal evaluation scores

Reported impact

Business outcome

Basis cut completion time on complex tax work, improved internal evaluation scores, and reduced the effort needed to encode one-off rules for every edge case in accountant workflows.

  • Cost Reduction
  • Productivity Improvement
  • Risk Reduction

Solution

Basis uses GPT-6 Astra inside tax-workflow agents designed to automate the repetitive, high-detail work accountants perform every day. The company benchmarked Astra against GPT-5.6 Sol on a 50-tab tax workbook and found Astra was able to complete the task in half the time while also showing a stronger understanding of user intent. That mattered because Basis cares not only about final answers but about how agents progress through long-running tasks: Astra makes better early decisions, corrects itself less often, and can adjust its reasoning effort dynamically as a job moves from simpler to harder steps without dropping cache state. Basis also evaluates whether agents follow templates, check their own work, and consult primary tax sources when appropriate, and Astra improved those internal evaluations significantly. Together, those gains let Basis reduce the amount of hard-coded rules needed for corner cases while increasing confidence that agents can generalize beyond what was explicitly covered in tests.

Data flow

User instructions and workbook tasks enter Basis agents, which route the work through GPT-6 Astra for reasoning, task-path selection, and step-by-step completion. Internal evaluations then assess whether the agents followed templates, consulted primary sources, and checked their own work before results are returned.

Solution architecture

2 components · 2 layers
  1. Compute
    • GPT-6 Astra Provides the deeper intent understanding and adaptive reasoning needed for complex workbook completion.
  2. Orchestration
    • Basis agents Automate long-running tax and accounting workflows that would otherwise require extensive manual effort.

Architecture clues

  • Astra adjusts reasoning effort dynamically as tasks become easier or harder
  • Cache stays intact while reasoning intensity changes mid-task
  • Evaluation checks include template following, consulting primary sources, and self-checking work
  • System relies less on manually written rules for individual situations

Evidence from the source

"Basis saw about a 20% improvement in its internal evaluation scores with GPT‑6 Astra"
"GPT-6 Astra does a better job of really understanding the intent of the user and the problem."
"GPT‑6 Astra is able to complete that workbook in half the time that GPT‑5.6 Sol is able to."
"The model can make these adjustments while keeping its cache intact."
Transparency Evidence & methodology 95/100 reference value · 89% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value95/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth25/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact25/25
    2 metrics describe measurable impact.
  • Deployment scale5/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence89%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    4 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity10/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. OpenAI

    Basis customer story

    First-party
    https://openai.com/index/basis-tax-workbook-with-astra/
    Source type
    Vendor-published customer story
    Published
    Sep 22, 2026
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Sep 22, 2026 · OpenAI · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.