--- title: Basis Reviews meta_title: 'Basis Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 52 reviews by the users' company size, role or industry to find out how Basis works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 52 scale: '5' date_modified: '2026-11-04' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services ---

Basis Reviews & Product Details

User Insights

Average based on 52 real user reviews.

Basis Reviews (52)

Reviews

Basis Reviews (52)

4.2
52 reviews

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Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Mid-Market (51-1000 emp.)
"Streamlined Omnichannel Media Management for Agency Teams"
4.5/5
What do you like best about Basis?

Although our agency recently transitioned to a competitor, there was a lot I appreciated about Basis. The platform brought omnichannel planning, activation, and campaign oversight into one centralized workflow, reducing duplicate effort across programmatic, search, social, CTV, audio, video, and direct buys. As a paid advertising manager, I found that especially useful for maintaining consistent campaign details and monitoring delivery across channels. The absence of minimum spend requirements gave us room to test new approaches and support clients with smaller or more localized budgets. Basis also provided excellent account support whenever we encountered technical questions or unfamiliar inventory. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Before our agency recently transitioned to a competing platform, the main limitation I experienced with Basis was the flexibility of its native reporting. As a paid advertising manager, I often needed more granular, client-ready breakdowns and visualizations than the platform could provide directly. This sometimes meant exporting campaign data and refining it in a separate reporting tool, which added another step to the workflow. More advanced CTV campaigns could also involve additional manual setup compared with more specialized platforms. These limitations were manageable, but stronger reporting and more streamlined CTV execution would have made Basis a better fit for our agency’s ever-evolving needs. Review collected by and hosted on G2.com.

Galateya M.
GM
Galateya M.
Administrative Assistant
Computer & Network Security
Mid-Market (51-1000 emp.)
"Basis Streamlines Complex Tasks and Boosts Efficiency"
4.5/5
What do you like best about Basis?

I like how Basis helps streamline complex tasks and makes information easier to organize and work with. It reduces the amount of manual effort needed and helps me complete my work more efficiently. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Some features in Basis can take a little time to get used to, and the interface could be more intuitive in certain areas. More in-app guidance and easier navigation would make the overall experience smoother. Review collected by and hosted on G2.com.

Aayush J.
AJ
Aayush J.
Senior Associate
Mid-Market (51-1000 emp.)
"Step-by-Step Reasoning and Audit Trails That Cut Accounting Prep Work"
5/5
What do you like best about Basis?

Unlike a black-box AI tool, Basis provides step-by-step reasoning and an audit trail for every transaction. It reduces manual prep work, which helps accounting teams handle more clients without increasing headcount. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Accountants still need to handle edge cases, exceptions, and high-judgment approvals. It also requires an enterprise sales demo and customized onboarding tailored to the client portfolio. Review collected by and hosted on G2.com.

Justin B.
JB
Justin B.
Maintenance Technician
Mid-Market (51-1000 emp.)
Originally submitted 10/26/2026
"AI-Powered Efficiency That Gets Things Done Fast"
5/5
What do you like best about Basis?

It helps me get things done more efficiently by using AI to handle tasks that would otherwise take a lot of time and effort. Review collected by and hosted on G2.com.

What do you dislike about Basis?

It sometimes misunderstands what you want Review collected by and hosted on G2.com.

Tatyana T.
TT
Tatyana T.
Speech Therapist
Small-Business (50 or fewer emp.)
"A Helpful AI Platform for Improving Productivity and Simplifying Work"
3.5/5
What do you like best about Basis?

What I like best about Basis is how easy and helpful it is to use. It saves time, improves productivity, and makes working with AI tools simpler. I also like how it helps streamline tasks, generate ideas, and make everyday work more efficient. Review collected by and hosted on G2.com.

What do you dislike about Basis?

One thing that could be improved about Basis is making some features more intuitive and easier to navigate. Review collected by and hosted on G2.com.

César M.
CM
César M.
Tech Assistant
Mid-Market (51-1000 emp.)
"Agile AI for Accounting: Automate Repetitive Tasks with Great Support and Good Price"
4.5/5
What do you like best about Basis?

It's a super effective tool for repetitive accounting tasks. It helps me with all those time-consuming activities, greatly improving performance. Thanks to its artificial intelligence, the work becomes more agile. Additionally, its price is good and it has excellent support. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Honestly, so far I have no problems at all. Review collected by and hosted on G2.com.

Ademola  A.
AA
Ademola A.
Revenue Specialist
Enterprise (> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Improves US GAAP/IFRS Recognition and Helps Mitigate Accounting Errors"
4.5/5
What do you like best about Basis?

It helps in proper recognition of US GAAP and IFRS treatment of accounting information. It helps to identify and mitigate accounting errors and risk of material misstatements. Review collected by and hosted on G2.com.

What do you dislike about Basis?

The cost of operation and setup cost is not easy to manage. Also, the journal posting and accounting information still need to be subjected to human review. Review collected by and hosted on G2.com.

David B.
DB
David B.
Director
Small-Business (50 or fewer emp.)
"Easy-to-Read Side-by-Side Analysis, but the Input Can Be Picky"
3/5
What do you like best about Basis?

I like the layout - it's easy to read and it keeps analysis side by side which I like Review collected by and hosted on G2.com.

What do you dislike about Basis?

The input is pretty picky so I frequently have to trim content Review collected by and hosted on G2.com.

Jasely T.
JT
Jasely T.
Health Insurance Specialist
Small-Business (50 or fewer emp.)
"Great and Easy to Use—Love It So Far"
4.5/5
What do you like best about Basis?

Its great and I really love how it easy it makes it for me to use it Review collected by and hosted on G2.com.

What do you dislike about Basis?

I havent found anything I dont like about it yet Review collected by and hosted on G2.com.

Ravi K.
RK
Ravi K.
Surveyor
Small-Business (50 or fewer emp.)
"Enhancing Workflow Management"
2.5/5
What do you like best about Basis?

What I like most about Basis is the way it streamlines complex workflows, saves time with automation, and enables teams to make better decisions with far less manual effort. Review collected by and hosted on G2.com.

What do you dislike about Basis?

The main downsides are the learning curve, limited flexibility in certain workflows, and potential integration challenges with existing tools. Review collected by and hosted on G2.com.

Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

Basis Features
Activity Dashboard
Third-Party Integrations
Accounting