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.
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.Other AI tools used by Schneider Downs
Other public relationships recorded on usedby.
Explore Schneider Downs’s AI stackBasis users in Accounting & Audit
Companies in the same sector, with public evidence.
Boyum BarenscheerConfirmed
AndersObserved
Baker TillyObserved
Berkowitz Pollack BrantObserved
BoulayObserved
Citrin CoopermanObservedGo 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
Open 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.

