# How Springline Advisory uses Basis

**35%** Increase in clients serviced per junior accountant

As published on [getbasis.ai](https://www.getbasis.ai/customer-stories/springline-advisory), October 2026. Captured by usedby on 2026-10-21.

- Company: [Springline Advisory](https://www.usedby.ai/companies/springline-advisory.md)
- Tool: [Basis](https://www.usedby.ai/tools/basis.md)
- Teams: Client Accounting and Advisory Services (CAS)

## 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.

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

> 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.

- **3×**: “35% more clients per junior accountant, 3× faster trust processing, and payroll prep from 4 hours to 30 minutes”
- **4 months**: “Within 4 months, Springline had fully adopted Basis into its practice and had processed thousands of transactions through the platform.”

> Having the ability to use and implement technology in a way that is still growing our people is exceptional.
>
> Nicole Eshnaur, Accounting Department Chair

Source: [getbasis.ai](https://www.getbasis.ai/customer-stories/springline-advisory), captured 2026-10-21.

## 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
- [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
- [Boulay](https://www.usedby.ai/companies/boulay.md) — Observed

## What usedby checked

We compared the story with its live page on 2026-10-21.

- Checked: the figure 35% is on the page; its label is our wording.
- Checked: the passage quoted above is copied word for word from the page, near the name of Springline Advisory.
- Checked: the publication date is read from the page’s own metadata, never guessed.
- Checked: Springline Advisory uses Basis. Confirmed line. Latest check across sources: 2026-10-21.
- Not checked: the result itself. We quote it; we did not measure it.

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