Basis

““Basis is truly the preparer. It truly is the analyst. We get to review what Basis prepares and take action on what Basis is analyzing. It’s not just a chatbot. It’s actually producing deliverables.””

““At this scale, standardization is the strategy. We need repeatable ways to enable people, onboard books, measure progress, and improve the model with every person across the team.””

““We are not just onboarding software; we are creating one way to move hundreds of client books through the close, more efficiently.””

““The more you can think about the client, the more value you’re going to be able to bring, and that really shows up in the conversation.””

““Basis gives us a consistent process across clients. The team can execute the work the same way each month, and Controllers can focus on high-judgment review and more time on advising our clients on their business needs.””

““Basis gives you the opportunity to not only streamline your operations, but manage the workflow and bring consistency across the entire team.””

“It was often easier to keep a complex task in the senior accountant’s column. The challenge was creating a process we could delegate with confidence.”

“Whenever you’re working in the CAS area, you have compression every single month. Clients want their information faster and faster, and we need to get all this high-quality work done in a short amount of time.”

““Technology has not stifled our youngest team member. It has propelled her forward by upskilling her and giving her more time to take on more responsibility.””

““What used to take 3 hours now takes 1, and the work is ready earlier for the tax team.””

““We needed to find ways to free up time so we could address more client requests without exponentially increasing their fee.””

““Having the ability to use and implement technology in a way that is still growing our people is exceptional.””

““Basis gives Schneider Downs’ people a better work experience and more freedom to think differently. With legacy tools, teams could run deeper analysis, but the process was so cumbersome and time-consuming that they rarely did. Basis helps the team go deeper, faster. Now, we’re asking better questions that create more value for clients.””

“The value that we provide as a firm is value beyond compliance and that’s the advisory mindset that we want.”

“There was a lot of time invested in just trying to stay current with what’s changing and evolving in our clients, and really not being able to deliver value because we’re simply just trying to get the audit done.”

““The fact that I now have tools I can fully trust and depend on makes me even more excited about the business.””

““I love the finished product. It matches perfectly to what we manually did. Now, we want to implement this for every project that we have.””

““That used to take me 12 days, easily, start to finish, across so many touchpoints and people. Now, with Basis, I’m able to populate those reports myself in a day, start to finish.””

““Reports I receive from my operations and finance teams are now solid and comprehensive, giving me greater confidence in our data and the decisions we make.””

“We have so many different data points and so many different platforms that it’s become almost cumbersome to do certain tasks.”

““Basis prepared the work the way I would have—and in some cases, the output was even better.””

““A four-hour payroll entry now takes about 20 minutes, and I’m reviewing the work instead of building it from scratch.””

““The real value is not just saving time on one task. It’s creating a repeatable way for our team to take on more work.””

“Not only is the Basis product everything we hoped for, it has also significantly reduced the month-end close for our clients. The customer support and onboarding process have been absolutely phenomenal. Everything Basis said they would do to help our implementation across the UHY firm was done exactly as promised. It’s a truly impressive product and team behind it, and we had fun doing it.”

“Basis is the most powerful accounting AI we have seen. It has been truly trajectory-defining for Wiss: we use it across the firm, empowering our teams to focus on higher-value work while delivering exceptional experiences for our people and clients and shaping how we evolve each of our practices.”