Clark vs Basis
Put your firm’s methodology to work. Clark connects the engagement, from the first task to the final approval, with Ava preparing source-linked work for your team to review.
By Clark · August 18, 2026 · Updated October 14, 2026 · 3 min read
Why choose Clark
Clark is an audit operating platform for firms that want preparation, evidence, and review to stay together. Start from a firm-approved template, give Ava a defined task, and review the result with its supporting documents attached. The work follows your firm’s process through sign-off.
How work moves through Clark
A Clark engagement starts with the tasks, workpapers, roles, and review paths your firm has approved. Ava prepares work within that structure. As the team makes changes, resolves review notes, and approves the result, the evidence and decisions remain part of the same engagement record.
What Clark brings to your team
Make your methodology the starting point
Firm-approved templates establish how the engagement should run. Tasks and workpapers give the team a shared structure, while roles and permissions define who prepares, reviews, and signs. Ava works within those boundaries, so your methodology guides the work from the outset.
Give reviewers a draft with its evidence
Ava reads engagement documents and prepares workpapers for human review. Supporting sources stay connected to the proposed work, giving reviewers a starting point for checking figures, resolving exceptions, and applying professional judgment.
Keep the handoff connected
When work passes from preparer to reviewer, Clark carries the workpaper, source documents, review notes, and changes together. The next person can follow how the conclusion was reached and what still needs approval without rebuilding that context across separate systems.
See Clark with your firm's workflow
Bring a firm-approved template and a representative workpaper to a Clark walkthrough. Follow the task from assignment to Ava’s draft, inspect a supporting source, and walk through a reviewer correction and approval. That shows how Clark can support the way your firm delivers an engagement.
Comparing Clark with Basis
Basis offers AI agents across audit, tax, CAS and advisory, and corporate accounting. For firms comparing it with Clark, focus the evaluation on how your engagement moves from a firm-approved template through preparation, review, and sign-off.
Use the same inputs and review criteria for both products.