“Before Basedash, reports could take weeks of back and forth. Now, they can be ready in hours.”

Taxfyle’s data team was buried in report requests from non-technical teams. Engineers who should have been focused on building automation and analytics systems were stuck creating one-off dashboards.

The team experimented with internal MCP setups to bring LLMs closer to their data, but scaling that approach inside an established company would have required significant engineering effort.

Then they found Basedash, a chat-first, self-serve reporting platform that delivered what they were trying to build.

“Basedash instantly clicked for us. It’s simple, powerful, and it solves a problem every growing company has.”

Before Basedash

Before Basedash, Taxfyle’s workflow was a patchwork of a partial warehouse, Looker Studio dashboards, and hand-written SQL queries.

Non-technical users filed tickets, waited for a slot in the queue, reviewed for accuracy, and repeated the process. It worked, but it was slow, and it kept the data team bogged down in low-leverage work.

Basedash flipped that model. With conversational access to live data and easy report creation, non-technical users could answer their own questions while the data team focused on larger initiatives.

Implementation

Taxfyle rolled out Basedash to shift routine reporting to business teams, starting with Partner Success.

After testing internal prototypes, they chose Basedash for its ready-to-go, chat-first interface that did not require deployment overhead. They paired the rollout with stronger documentation, defining key tables, models, and business context so Basedash could generate accurate answers from day one.

A short enablement push helped teams ramp quickly: how to phrase questions, how to use the Slack bot, and how to share results.

Within weeks, Partner Success was self-sufficient, cutting report turnaround from roughly three weeks to about one. Power users moved even faster, turning around in a day what used to take weeks.

“We wanted to free the data team to do bigger things. Basedash made that possible almost immediately.”

Looking ahead, Taxfyle plans to add built-in feedback loops for answer accuracy, admin usage dashboards, and role-based data visibility (RLS) to support broader company adoption.

Partner Success Goes Self-Serve

Partner Success tracks year-round activity for high-value clients. Previously, each report request took weeks of back-and-forth with the data team.

Now, the team opens Basedash, asks a question in chat, and gets what they need in minutes.

“From the moment someone asks for data to when it ships, it used to take around three weeks. Now, if the data’s there, it’s less than a week, sometimes just a few hours.”

Impressions and Positioning

Claudio’s view is direct: Basedash makes self-serve reporting actually work for non-technical teams.

“Usability is simple, adoption has been easy. People just get it, it feels natural.”

The company plans to roll Basedash out across its 100+ employees.

“It’s not just another BI tool. Basedash turns data into a conversation. It’s fast, intuitive, and it empowers everyone on the team.”