Basis deployment by Wiss
Wiss helps accounting teams implement Basis with workflow configuration, testing, review controls, user preparation, and launch support. We start with a selected workflow and agree the scope and handoff before work begins.
The selected workflow
Basis prepares a first pass from the approved sources for the selected workflow. Your reviewers examine the output and supporting evidence before authorized approval and posting.
Explore how the work changesBasis connects only to the systems and information the workflow requires, at the access level you approve.
Approved accessSchedules, reconciliations, journal entries, and analysis are prepared with support attached.
BasisPeople examine exceptions, assumptions, confidence indicators, and source evidence.
Your reviewersPosted and reportedYour control
Your authorized team retains control of approval, posting, and reporting.
Your authorized teamThe struggling moment
Growth has increased the volume and complexity of accounting, but your operating model still depends on people moving information among spreadsheets, systems, inboxes, and workpapers. The practical answer is one well-chosen workflow, prepared properly for deployment.
Your team spends the first days collecting files, matching transactions, and rebuilding support before meaningful review can begin.
Controllers and senior accountants still perform work that should arrive ready for their judgment.
A new entity, product, bank account, or system increases the accounting surface area faster than your team can absorb it.
Adding software without a defined workflow, owner, and review standard creates more work. Start with the use case, then choose the tool.
When volume and complexity outgrow my team, help us complete dependable accounting work without continually adding people, replacing our systems, or weakening control.
How the work changes
Basis connects to the information your team already uses, completes the first pass, and attaches the support and explanation required for review.
ERP, bank feeds, file storage, spreadsheets, policies, and prior work.
Schedules, reconciliations, journal entries, and analysis with support attached.
Reviewers examine the output, assumptions, identified exceptions, and supporting evidence against the agreed review standard.
Your authorized team retains control of approval, posting, and reporting.
The connection method and permissions depend on the selected workflow and systems. Integration work is defined in the agreed scope. System examples are not a compatibility promise.
Sage Intacct
How success is judged
When it is appropriate and your available data supports it, we agree how success will be judged for the selected workflow before launch, such as elapsed time, exception volume, or reviewer effort. Ongoing performance measurement and reporting can be scoped separately.
Faster work matters. The larger return comes when your accountants use the recovered capacity to improve reporting, strengthen controls, understand performance, and participate earlier in business decisions.
Why this combination
Basis supplies the accounting-native execution engine. Wiss combines accounting knowledge, live Basis experience, and practical implementation support.
Basis was built to perform accounting work rather than provide a general-purpose conversation.
Wiss contributes accounting practitioners with live Basis experience who help translate your accounting process, exceptions, and review requirements into a tested workflow.
Security and controls
Security is shared, and each party owns a different part of it. Basis secures the platform, Wiss configures the deployment, and your team remains accountable for the result.
Basis
Wiss
Your team
What Wiss helps clients do
The core engagement takes one selected workflow from a confirmed use case to a responsible launch.
Each deployment has agreed launch criteria covering output quality, required review, permissions, and evidence. Broader process redesign, custom integrations, and ongoing performance reporting are separately scoped.
Required access and review controls remain launch conditions even when additional specialist work is separately scoped.
A simple implementation path
Three steps for the workflow you choose. Each step ends with a decision before the next begins.
Principal activity
Confirm the use case, owners, systems, access requirements, current process, and launch criteria.
Confirm the approved data sources, connection method, required permissions, and any client IT or contractual restrictions before configuration begins.
DeliverableConfirmed use case, owners, and launch criteria
Decision before step 02Whether this workflow is a responsible first deployment.
Principal activity
Set up the workflow, test normal activity and exceptions, define approvals and evidence, and prepare users.
DeliverableA tested workflow and prepared users
Decision before step 03Go live, adjust, or stop, measured against the agreed launch criteria.
Principal activity
Move the workflow into production, resolve early issues, and complete an agreed operating handoff.
DeliverableA production workflow and a documented handoff
CompletionThe agreed operating handoff to your team.
01 / 03
Where to begin
Bring us a recurring accounting workflow that consumes too much time, delays review, or depends on knowledge held by too few people. We will determine whether Basis is a responsible fit.
Questions finance leaders ask
No. Basis operates as an intelligence and execution layer across your existing systems. A deployment can begin without replacing the general ledger.
Not by default. Posting authority is configured around your controls and risk tolerance. Initial deployments generally prepare the work, attach support, and route it to an authorized person for approval.
AI-generated work can contain errors, including errors that are not flagged. Reviewers examine the output and supporting evidence against the agreed review standard before approval. Identified issues are corrected, and workflows that fail acceptance criteria are adjusted or paused. During the agreed launch-support period, Wiss helps resolve deployment issues and documents the handoff.
With a recurring, time-consuming workflow that draws on accessible information, has identifiable exceptions, and already has a review standard your team trusts.
Wiss brings accounting knowledge and live Basis experience to the deployment. We confirm the right first workflow, configure Basis around your process, test exceptions, permissions, and approvals, prepare your users, and support go-live through a documented handoff.
Before work begins, we agree the Basis subscription and guided-deployment scope, Wiss’s implementation responsibilities and fees, and the support arrangements after handoff. Wiss’s launch support ends at the agreed handoff. Ongoing optimization, performance reporting, and expansion can be scoped separately. Platform support follows the Basis agreement.
Basis provides platform security and tenant isolation. Before deployment, the relevant documentation and agreement are reviewed for data processing, model providers, retention, and permitted use. Wiss configures the workflow’s approved access, review, and approval controls. Your team retains responsibility for reviewing and approving the accounting work.
No. The standard engagement is Basis implementation and deployment support. Discovery, operating-model redesign, technology prioritization, additional specialist controls, data or integration work, CIO advisory, and ongoing performance support can be scoped and priced separately based on your needs. Required access and review controls remain launch conditions.
Plan your Basis deployment
Share your contact details and current accounting system. The appropriate Wiss team will follow up to discuss your first workflow, fit, and next steps.
