--- 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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VJ
Vibha J.
Creative Head
Small-Business (50 or fewer emp.)
"Super easy workflow"
4/5
What do you like best about Basis?

For me, 100 hours of complex tax return work turns into a quick 15-hour task. Review collected by and hosted on G2.com.

What do you dislike about Basis?

A minor AI glitch on a complex tax return can trigger an IRS audit, so our team still has to do meticulous, high-friction manual reviews of everything it generates. Review collected by and hosted on G2.com.

Paul E.
PE
Paul E.
Broker
Small-Business (50 or fewer emp.)
"Basis Makes Media Campaign Management Easy"
4.5/5
What do you like best about Basis?

Basis makes managing media campaigns so much easier, everything is organized clearly and making it quick to pull reports and keep track of budget performance across channels Review collected by and hosted on G2.com.

What do you dislike about Basis?

I'd love to see more flexibility in how data is formatted and exported without having to do manual cleanups Review collected by and hosted on G2.com.

Verified User in Publishing
UP
Verified User in Publishing
Enterprise (> 1000 emp.)
"Exceptional NetSuite Sync Speeds Month-End, but IBM PA Integration and AI Parsing Need Work"
3.5/5
What do you like best about Basis?

One of a few software brands we are trialling for use in FP&A, and this one is ahead of the pack so far thanks to its exceptional Netsuite integration..it synced perfectly both ways, and adopted our department codes, custom segments and chart of accounts on first use with no manual intervention.Really sped up our month-end process! Review collected by and hosted on G2.com.

What do you dislike about Basis?

Unfortunately it currently doesn't integrate with our other main system, IBM Planning Analytics..and we've also had issues with the AI failing to parse out exact line item costs on invoices if not a standard format. Review collected by and hosted on G2.com.

Leo G.
LG
Leo G.
Senior Sales Engineer
Mid-Market (51-1000 emp.)
"Made Accounting Work So Easy"
5/5
What do you like best about Basis?

It became so easy to do all the accounting work. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Nothing so far. Maybe some early days for some features. Review collected by and hosted on G2.com.

MB
martino b.
agent
Mid-Market (51-1000 emp.)
"All Media Buying Tools in One Simple, Easy-to-Use Dashboard"
4/5
What do you like best about Basis?

It brings all media buying and programmatic ad tools together in one simple, easy-to-use dashboard. Review collected by and hosted on G2.com.

What do you dislike about Basis?

The interface feels slow, and the reporting tools are clunky when it comes to customization. Review collected by and hosted on G2.com.

Heather  C.
HC
Heather C.
Administrative Assistant
Enterprise (> 1000 emp.)
"Easy to Use, Highly Accurate, and Makes Work Simpler"
4.5/5
What do you like best about Basis?

What I like most is how easy the program is to use and how accurate it is. It has genuinely made my work easier and more straightforward. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Learning to use anything new can be a challenge. Review collected by and hosted on G2.com.

Verified User in Broadcast Media
UB
Verified User in Broadcast Media
Small-Business (50 or fewer emp.)
"Automate accounting, but leaves doubts about review and integration"
3.5/5
What do you like best about Basis?

What interests me most is the possibility of automating repetitive accounting tasks and having the results ready for review. Its greatest advantage would be freeing up the team’s time to analyze information and resolve issues. Review collected by and hosted on G2.com.

What do you dislike about Basis?

My main concern is how much review work would be needed for more complex accounting cases. I would also like to be clear about the integration effort and the real time savings before adopting it. Review collected by and hosted on G2.com.

JZ
Jaliyah Z.
Advertisement
Mid-Market (51-1000 emp.)
"reliable accounting automation"
5/5
What do you like best about Basis?

it connect well with other standered tools, also shows us what tasks are finished and what need attention, gives high ROI through high time savings Review collected by and hosted on G2.com.

What do you dislike about Basis?

prices are displayed on websites and connecting it with older accounting system need some extra time Review collected by and hosted on G2.com.

Chuck W.
CW
Chuck W.
Chief Mechanical Engineer
Mid-Market (51-1000 emp.)
"User-Friendly with Good Results, but a Lot to Learn"
3.5/5
What do you like best about Basis?

Basis has been user friendly so far with good results Review collected by and hosted on G2.com.

What do you dislike about Basis?

Just that there is so much to learn on this platform and I haven't been able to learn as much as I would like Review collected by and hosted on G2.com.

Anmol S.
AS
Anmol S.
Bench sales requiter
Small-Business (50 or fewer emp.)
"Basis tool to automate manual accounting work"
4/5
What do you like best about Basis?

It's very easy to use and save time in doing manual accounting work. Review collected by and hosted on G2.com.

What do you dislike about Basis?

It asks for some accounting data to fill manually which takes time like expense or income. 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