Arbolus Intelligence

Basis AI

getbasis.ai · New York City, United States of America

Basis AI is a technology company that provides an AI-native financial planning and analysis platform that automates forecasting, budgeting, and scenario modeling for finance teams. Its software connects to source systems, applies machine learning to generate driver-based forecasts, and delivers dashboards and workflows for CFOs and FP&A teams. The company generates revenue through subscription fees for its cloud-based platform and related services.

  • Financial Planning & Analysis
  • Business Intelligence & Dashboards
  • Workflow Automation
Listed in
Revenue
$3.5M
Employees
15
Founded
2022
Headquarters
New York City, United States of America

What 8 Arbolus experts think of Basis AI

NPS scores cluster in the 7-10 range, with multiple promoters (scores of 9-10) correlating with accounts in the MoreThan1Year and high spend segment. Renewal intent is uniformly positive among high spenders and mature deployments. Stickiness shows most clients are still within pilot or early deployment, but those with over a year of use express high satisfaction and planned renewals. Expert feedback emphasizes operational time savings, robust support, and strong automation capabilities as recurring positive themes, while areas for improvement are primarily linked to integration breadth and evolving compliance needs.Overall Customer Sentiment: Positive

Who reviewed Basis AI

Total customers 8 6 current · 2 former
Reviews growth +8 in six months
Seniority of respondents
  • C-Suite 43% (3)
  • Director 43% (3)
  • Manager 14% (1)
Strategy Leader C-Suite NPS 10 Undecided Submitted Apr 2026
Engineering Leader Director NPS 7 Submitted Sep 2026
Finance Manager Manager NPS 10 Submitted Jul 2026

Employer names and spend open in the full report, along with the other 5 customers.

Everything 8 customers told us about Basis AI.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

62 Net Promoter Score, from 8 scored reviews
  • Promoters 5
  • Passives 3
  • Detractors 0

Cumulative NPS by month

+0 over 4 months
  • Apr 9
  • Jul 9
  • Aug 9
  • Sep 9

Net Promoter Score across 4 reviews, accumulated up to each month. Category median 47 across 4 companies.

Praised

  • Presentations and Market Analysis Automation
  • Multi-Entity and Global Expansion Support
  • Sector-Specific Automation
  • Substantial Workflow Automation

Criticised

  • Integration and Workflow Gaps
  • Confidentiality and Customization
  • Speed and Cost Sensitivity
  • SAP or Incumbent Platform Enhancements

What customers say

Substantial Workflow Automation
“I see Basis as specializing in delegating complex accounting workflows to agents that operate for extended periods, freeing up staff for review and higher-value tasks.”
Vendor Support and Responsiveness
“Whenever onboarding issues came up, their team was available and resolved problems within a couple of weeks, which is better than most vendors.”
Efficiency in Audit and Accounting Tasks
“We built models for different tasks and can reuse and modify them as needed, which is excellent for contract and agreement reviews.”

Renewal intent

Plan to renew 75%
  • Will renew 3
  • Undecided 1
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 67% 3 answers
  • Director 100% 1 answer
  • 9/10 Average score from customers who will renew
  • 10/10 Average score from undecided customers

Top alternatives

Most weighed by Basis AI customers

Report

Customer Report - Oct 2026 Oct 2026 8 + 3

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