--- 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

Top-Rated Alternatives

SAP Multi-Bank Connectivity
SAP Multi-Bank Connectivity
4.4/5(53)
Joist
Joist
4.1/5(31)
BBVA Customer API
BBVA Customer API
4.4/5(29)

User Insights

Average based on 52 real user reviews.

Basis Reviews (52)

Reviews

Basis Reviews (52)

4.2
52 reviews

What do users say?

Generated using AI from real user reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Here's how.
LG
lauren g.
REP
Small-Business (50 or fewer emp.)
"Automates Workpapers and Tax Schedules with Ease"
4.5/5
What do you like best about Basis?

Automates real work, it can prepare workpapers and tax schedules. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Mistakes can be made still, in calculations and tax works Review collected by and hosted on G2.com.

Daniel C.
DC
Daniel C.
Customer Service Manager
Small-Business (50 or fewer emp.)
"So Helpful for Monthly Accounting"
4.5/5
What do you like best about Basis?

It’s so helpful and it is good to do the accounting every month Review collected by and hosted on G2.com.

What do you dislike about Basis?

Sometimes I need to specify very well what I need Review collected by and hosted on G2.com.

Pradeep N.
PN
Pradeep N.
Sr. SALES AND APPLICATION ENGINEER
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Makes Work Creation and Management Easy with Seamless Accounting Integration"
5/5
What do you like best about Basis?

its help to creat and manage the work easily. It connect directly with all accounting infrastructure Review collected by and hosted on G2.com.

What do you dislike about Basis?

Till now no such problem face. so cant dislike basis Review collected by and hosted on G2.com.

Renad N.
RN
Renad N.
Product Development Engineer
Small-Business (50 or fewer emp.)
"Interesting, Easy-to-Use Interface That Works"
5/5
What do you like best about Basis?

interface interesting and easy tl works with Review collected by and hosted on G2.com.

What do you dislike about Basis?

there is nothing special about basis at this moment Review collected by and hosted on G2.com.

Tao Han P.
TP
Tao Han P.
audit consultant
Small-Business (50 or fewer emp.)
"Efficient for Audit Work, But Needs a Free-to-Use Option"
2.5/5
What do you like best about Basis?

Basis helps to do audit work efficiently. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Basis does not have free to use feature. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism
UL
Verified User in Leisure, Travel & Tourism
Small-Business (50 or fewer emp.)
"Automates Repetitive Accounting Tasks and Saves Manual Time"
4/5
What do you like best about Basis?

Its potential to automate repetitive accounting tasks and saves times on daily working. Review collected by and hosted on G2.com.

What do you dislike about Basis?

Learning options can be improvers for new users who are not familiar with AI powered softwares. Review collected by and hosted on G2.com.

Verified User in Airlines/Aviation
UA
Verified User in Airlines/Aviation
Small-Business (50 or fewer emp.)
"Simple to Use and Navigate, with Great Pricing"
4.5/5
What do you like best about Basis?

How simple it is to use and navigate, as well as the pricing Review collected by and hosted on G2.com.

What do you dislike about Basis?

It can sometimes feel like a black box, not very clear how it reaches the conclusion Review collected by and hosted on G2.com.

Verified User in Education Management
UE
Verified User in Education Management
Small-Business (50 or fewer emp.)
"Basis Cuts Accounting Time by 70%"
5/5
What do you like best about Basis?

Basis can help us shorten 70% the time in accounting. Review collected by and hosted on G2.com.

What do you dislike about Basis?

So far the Basis solution are great, we hope to see more features soon. Review collected by and hosted on G2.com.

Verified User in Consumer Electronics
UC
Verified User in Consumer Electronics
Small-Business (50 or fewer emp.)
"Easy to Use, Efficient, and Reasonably Priced"
3.5/5
What do you like best about Basis?

The platform is easy to use and reasonably priced it is also efficient Review collected by and hosted on G2.com.

What do you dislike about Basis?

the interface can be clunky at times but still works well for what is needed Review collected by and hosted on G2.com.

Verified User in Financial Services
CF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"User-Friendly and Easy to Use"
5/5
What do you like best about Basis?

It's user friendly and easy to understand and use Review collected by and hosted on G2.com.

What do you dislike about Basis?

Can sometimes get caught in a loop and I have to refresh 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

Work at Basis?

Claim this profile to respond to reviews, update product info, and reach in-market buyers.

Claim this profile
Categories on G2
Explore More