The use case: how Springline Advisory deploys Basis
Springline's Kansas City client accounting and advisory team uses Basis to take a first pass at recurring workflows such as payroll journal entries, investment and bank statements, credit-card activity, sales tax and analytical review. Accountants then review the output and resolve exceptions.
More reported results
Figures published in Basis’s case study. They are not independently measured by usedby.
35% more clients per junior accountant, 3× faster trust processing, and payroll prep from 4 hours to 30 minutes
Within 4 months, Springline had fully adopted Basis into its practice and had processed thousands of transactions through the platform.
In the customer’s words
Having the ability to use and implement technology in a way that is still growing our people is exceptional.Other companies using Basis
Customers across industries, with public evidence.
Boyum BarenscheerConfirmed
Schneider DownsConfirmed
AndersObserved
Baker TillyObserved
Berkowitz Pollack BrantObserved
BoulayObservedGo 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: 35%Checked
The figure is on the page; its label is our wording.
- The passage quoted aboveChecked
Copied word for word from the page, near the name of Springline Advisory.
- The publication dateChecked
Read from the page’s own metadata, never guessed.
- Springline Advisory uses BasisChecked
Confirmed line.
- The result itselfNot checked
We quote it; we did not measure it.
Basis’s purpose-built accounting AI takes the first pass across payroll journal entries, investment statements, credit-card activity, undeposited funds, sales tax, and analytical review. Springline’s team reviews the output, resolves exceptions, and applies its judgment where it matters most.