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Schneider DownswithBasis

How Schneider Downs uses Basis

ConfirmedVendor case study · Checked Oct 21, 2026
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The use case: how Schneider Downs deploys Basis

Schneider Downs, an accounting and advisory firm, uses Basis AI agents in its audit practice to collect and organize confirmation letters, perform substantive testing, and check financial statement quality. Auditors receive review-ready work and then apply their professional judgment.

More reported results

Figures published in Basis’s case study. They are not independently measured by usedby.

85

The Schneider Downs team blew their goal out of the water and identified 85 potential workflows.

In the customer’s words

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.
Patrick Kerns, Shareholder, Audit and Assurance Services, Schneider Downs — Source

Other AI tools used by Schneider Downs

Other public relationships recorded on usedby.

FieldguideObserved
Explore Schneider Downs’s AI stack

Basis users in Accounting & Audit

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More stories

Go 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 20, 2026
Last checked
Oct 21, 2026
getbasis.aiCaptured Basis case study about Schneider DownsOpen source capture
What the story claims, and what we checked

What we compared with the page.

  • The figure: 92%Checked

    Printed word for word on the page, near the name of Schneider Downs.

  • The passage quoted aboveChecked

    Copied word for word from the page, near the name of Schneider Downs.

  • The publication dateChecked

    Read from the page’s own metadata, never guessed.

  • Schneider Downs uses BasisChecked

    Confirmed line.

  • The result itselfNot checked

    We quote it; we did not measure it.

The Schneider Downs team blew their goal out of the water and identified 85 potential workflows.
From the page. getbasis.ai