The use case: how Pinion deploys Basis
Pinion, an accounting and consulting firm, uses Basis as a shared platform for its client advisory and accounting (CAS) practice to onboard client books, prepare first-pass accounting work such as balance sheet tie-outs and journal entries, and surface exceptions for accountant review. It rolled the platform out in phased cohorts to standardize how teams run the close across hundreds of clients.
More reported results
Figures published in Basis’s case study. They are not independently measured by usedby.
By July, 70% of the practice were upskilled through Basis Academy.
That is 3x the value delivered to a client in just three months.
In the customer’s words
We are not just onboarding software; we are creating one way to move hundreds of client books through the close, more efficiently.Other AI tools used by Pinion
Other public relationships recorded on usedby.
Explore Pinion’s AI stack
Other companies using Basis
Customers across industries, with public evidence.
Boyum BarenscheerConfirmed
Schneider DownsConfirmed
Springline AdvisoryConfirmed
AndersObserved
Baker TillyObserved
Berkowitz Pollack BrantObservedGo straight to the source
Based on Basis’s published case study. We check the public evidence; the results are reported by the vendor.
getbasis.ai- Source published
- Oct 23, 2026
- Last checked
- Oct 27, 2026
Open source capture What the story claims, and what we checked
What we compared with the page.
- The figure: 88%Checked
Printed word for word on the page, near the name of Pinion.
- The passage quoted aboveChecked
Copied word for word from the page, near the name of Pinion.
- The publication dateChecked
Read from the page’s own metadata, never guessed.
- Pinion uses BasisChecked
Confirmed line.
- The result itselfNot checked
We quote it; we did not measure it.
Client onboarding in Pinion fell from two days to four hours with Workspace. Complex balance-sheet accounts tie-outs that once required five hours could be completed in 35 minutes, which is an 88% reduction in time to delivery.