Basis Reviews

With Assembled, support leaders can unify human and AI agents in one intelligent platform that drives efficiency without compromising quality. Our technology enables over 50% automation of customer interactions, precise demand forecasting, and optimized staffing across in-house teams and BPO partners. From live workload balancing to AI agents that match your workflows and brand voice, Assembled ensures every chat, call, and email is handled with speed and consistency. Companies including Stripe, Canva, and Robinhood trust Assembled to elevate the customer experience and reduce operational costs. Core solutions span workforce and vendor management, real-time performance visibility, and AI Copilot — giving agents translation, reply suggestions, and instant task automation to resolve issues faster.

Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.

GreenTape is an innovative document automation solution that utilizes AI technology to proficiently read, analyze, and extract organized data from complex document formats such as PDFs and spreadsheets. By seamlessly organizing this extracted information into systems like Excel, ERP platforms, or various business workflows, it enables teams to shift away from repetitive manual processes and focus on higher-value tasks. The platform’s AI Agents are skilled in handling multiple file types and formats, guaranteeing the precise interpretation of tables and unstructured information while also ensuring data verification and cleansing prior to its transfer to the relevant destinations. This capability greatly reduces the likelihood of human errors and accelerates data processing in critical areas like reporting, accounting, procurement, compliance, and operations. Moreover, GreenTape emphasizes privacy and control in managing documents, offering a rapid implementation process that doesn’t necessitate coding skills or specialized IT knowledge. This straightforward approach empowers teams to begin automating their document tasks right away, significantly boosting productivity. As a result, GreenTape not only redefines how organizations handle their documents but also streamlines workflows, fostering increased efficiency and effectiveness across various departments. Ultimately, the platform stands out as a key resource for organizations aiming to enhance their operational capabilities through smart automation.