PLATFORM FEATURES

Platform Features for Accounting Firms

Explore the core capabilities that power Basedash — from natural language chat and AI-powered dashboards to automated insights and 750+ data connectors.

Ask Your Data Anything

Type questions in plain English and get instant, accurate answers from your connected data sources. No SQL required — Basedash translates your questions into validated queries and returns results in seconds.

Ask any question about your data in plain English — with full chat history and saved conversations

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Basedash natural language chat interface showing 'What questions do you have?' prompt with saved chat history sidebar

Key Capabilities

Natural Language to SQL

Ask questions the way you think about your data. Basedash translates plain English into optimized SQL queries validated against your actual database schema, tables, and metric definitions.

Self-Correcting Queries

When a query encounters an error, Basedash catches it and self-corrects — adjusting joins, filters, or syntax automatically. You get reliable results without needing to debug SQL.

Contextual Follow-Up Questions

Ask follow-up questions that build on previous answers. Basedash maintains analytical threads across conversations, so you can drill deeper without starting over.

Schema-Aware Intelligence

Basedash understands your specific database structure — table relationships, column meanings, and governed metric definitions. Responses are grounded in your real data, preventing AI hallucinations.

Use Cases by Industry

See how this feature applies to your industry.

Instant Billing Answers

Partners and billing managers can ask 'What's our realization rate by practice group this quarter?' and get an immediate breakdown — no IT ticket, no waiting for month-end reports.

Matter Performance on Demand

Ask 'Which matters are over budget?' or 'Show me write-offs by client for the past 6 months' and get actionable data in seconds instead of requesting a custom report.

Client Intelligence Queries

Explore client relationships with questions like 'Which clients haven't opened a new matter in 6+ months?' to surface cross-selling opportunities and retention risks.

Example queries

Show me revenue by practice area for Q4 compared to last yearWhich partners have the highest realization rates?List all matters with more than $50K in WIP over 90 daysWhat's our average collection cycle by client tier?Compare associate utilization rates across officesShow client spending trends for the past 3 years

How It Works

Get started in three simple steps.

Ask a question

Type your question in plain English — just like you'd ask a colleague. No need to know SQL, table names, or data schemas.

Basedash translates and validates

Your question is converted into an optimized SQL query, validated against your database schema and governed metric definitions. If an error occurs, it self-corrects automatically.

Get instant results

Results come back in seconds as tables, charts, or summaries. Ask follow-up questions to drill deeper, or save the visualization to a dashboard with one click.

Explore More Features

Discover the full Basedash platform.

Ready to see your data differently?

Book a demo with Switch Analytics or try Basedash directly.

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