Plans for Companies
Essential
$249
(Further discount available for annual contracts)
Annual operating plan- 3-statement financial model
- Executive summary dashboard and two custom reports
- One additional scenario plan
- Three reporting packages
- Three custom modeling tables
- Workforce planning template
- 12-month forecast planning window
- Accounting data integration
Strategic planning
3-statement financial model
Annual operating plan
Multiple dimensions (classes, departments)
Up to two active scenario plans
Custom modeling tables
Preconfigured modeling templates
Reports & dashboards
Report and dashboard builder
Executive dashboard
Reporting packages
Data integrations
CSV import
One standard GL & ERP connections included
One included +$250 per additional connection/monthStandard HR & Payroll connection
Upgrade to Growth PlanStandard CRM connections
Upgrade to Growth PlanPremium NetSuite ERP connections
Upgrade to Growth Plan
Support
Chat & email support
Online knowledge base
Priority support & training
Optional upgrade
Plan Features
Growth
$699
(Further discount available for annual contracts)
- Department classes and dimensions
- Annual operating plan
- 3-statement financial model
- Executive summary dashboard and five custom reports
- Two additional scenario plans
- Eight reporting packages
- 10 custom modeling tables
- 3-year forecast planning window
- Workforce, customer contracts, sales capacity, and revenue planning templates
- Two hours of Basis Care per month
Strategic planning
3-statement financial model
Annual operating plan
Up to four classes or dimensions (departments)
Up to three active scenarios
Custom modeling tables
Preconfigured modeling templates
Reports & dashboards
Report and dashboard builder
Executive dashboard
Reporting packages
Data integrations
CSV import
One standard GL & ERP connection included
$250 per additional connection/monthOne standard HR or Payroll connection included
$250 per additional connection/monthStandard CRM connections
Optional upgradePremium NetSuite ERP connections
Optional upgrade
Support
Chat & email support
Online knowledge base
Priority support & training
Two hours of Basis Care per month
Plan Features
Enterprise
Custom
Contact us for a custom plan consultation
$1199
- Custom number of Accounting, HR, and CRM data integrations
- Premium NetSuite ERP data integration
- Custom number of reports, scenario plans, and modeling tables
- Unlimited Basis Care
Strategic planning
3-statement financial model
Annual operating plan
Multiple dimensions (classes, departments)
Up to three active scenarios per client
Custom modeling tables
Preconfigured modeling templates
Reports & dashboards
Report and dashboard builder
Executive dashboard
Reporting packages
Data integrations
CSV import
GL connections
HR or Payroll connections
Standard CRM connections
Premium ERP connections
Support
Chat & email support
Online knowledge base
Priority support & training
Plan Features
Basis for Startups
If you work for a startup, you might be eligible for up to 50% off through the Basis for Startups Program.
Strategic Planning
Essential
Growth
Enterprise
3-statement financial model
Annual operating plan
Multiple dimensions (classes, departments)
Scenario plans
Custom modeling tables
Preconfigured templates
Reports & Dashboards
Essential
Growth
Enterprise
Report and dashboard builder
Executive dashboard
Reporting packages
Data Integrations
Essential
Growth
Enterprise
CSV import
Standard GL & ERP connections
$250 per additional connection/month
$250 per additional connection/month
Standard HR & payroll connections
$250 per additional connection/month
Standard CRM connections
Premium NetSuite connections
Support
Essential
Growth
Enterprise
Chat & email support
Online knowledge base
Priority support
Frequently Asked Questions
What is an annual operating plan?
An annual operating plan (AOP) is a specific type of budget or static financial plan that does not adjust or roll forward automatically. You can use an AOP or custom budget for Budget vs Actuals financial reports and to perform scenario analysis such as Budget vs Actuals vs Forecast.
Do you have plans for accounting or CFO advisory firms?
Yes, we offer cost-effective wholesale pricing for accounting and CFO firms that wish to purchase multiple subscriptions for their client base. Please schedule a demo or contact us to discuss volume pricing options.
What is a Scenario?
A Scenario is a dynamic, rolling forecast that automatically updates with actuals and rolls forward after accounting month close.
What data integrations do you support?
We currently provide more than 100 data integrations with the most popular general ledger, ERP, HR, and CRM systems. Please see our integrations page for the full list.
We also provide premium integrations for NetSuite for an additional fee.
What preconfigured templates are available?
We currently have the following templates available for use: Chart of Accounts, Cash Flow, Deferred Revenue, Pre-paid Expense, Fixed Asset, Workforce (FTE & Contractor), Recurring Revenue (Contracts), Sales Capacity, Revenue Waterfall.
You can also create custom tables for any other planning models that you may need.
Learn how to measure, predict, and make better decisions with Basis.
