# How Pinion uses Basis

**88%**: “which is an 88% reduction in time to delivery”

As published on [getbasis.ai](https://www.getbasis.ai/customer-stories/pinion), October 2026. Captured by usedby on 2026-10-27.

- Company: [Pinion](https://www.usedby.ai/companies/pinion.md)
- Tool: [Basis](https://www.usedby.ai/tools/basis.md)
- Industry: [Manufacturing](https://www.usedby.ai/companies/industry/manufacturing.md)
- Teams: CAS, Innovation Team

## 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.

Summary written by usedby from the source page, in English. The figures are those of Basis and Pinion, not ours.

> 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.

- **70%**: “By July, 70% of the practice were upskilled through Basis Academy.”
- **3x**: “That is 3x the value delivered to a client in just three months.”

> We are not just onboarding software; we are creating one way to move hundreds of client books through the close, more efficiently.
>
> Kent Simpson, Head of CAS, Principal

Source: [getbasis.ai](https://www.getbasis.ai/customer-stories/pinion), captured 2026-10-27.

## Other AI tools used by Pinion

- [MindBridge](https://www.usedby.ai/tools/mindbridge.md) — Confirmed

## Other companies using Basis

- [Boyum Barenscheer](https://www.usedby.ai/companies/boyum-barenscheer.md) — Confirmed
- [Schneider Downs](https://www.usedby.ai/companies/schneider-downs.md) — Confirmed
- [Springline Advisory](https://www.usedby.ai/companies/springline-advisory.md) — Confirmed
- [Anders](https://www.usedby.ai/companies/anders.md) — Observed
- [Baker Tilly](https://www.usedby.ai/companies/baker-tilly.md) — Observed
- [Berkowitz Pollack Brant](https://www.usedby.ai/companies/berkowitz-pollack-brant.md) — Observed

## What usedby checked

We compared the story with its live page on 2026-10-27.

- Checked: the figure 88% is printed word for word on the page, near the name of Pinion.
- Checked: the passage quoted above is copied word for word from the page, near the name of Pinion.
- Checked: the publication date is read from the page’s own metadata, never guessed.
- Checked: Pinion uses Basis. Confirmed line. Latest check across sources: 2026-10-27.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/pinion-basis · How we check: https://www.usedby.ai/methodology