All-in-one reporting, budgeting, and financial planning
Basis makes it easy to create and maintain the financial reports and forecasts you need to run your business.
Finance leaders
Companies and CFO advisory firms trust Basis.
Streamline reports and dashboards
Automate reporting packages and create dashboards to get real-time visibility into your financials.
Financial statements
Get your 3-statement financial model with P&L, Balance Sheet, and Cash Flow right out of the box.
Executive summary
Customize an executive summary report and create dashboards for stakeholders.
Management reporting
Assemble your monthly and quarterly reporting packages in minutes instead of hours.
Security
Keep data private and secure with robust access permissions.
Budget fast, measure faster
Generate budgets quickly and track performance automatically.
Annual operating plan
Build your base annual operating plan and compare performance against “what if” scenarios.
Department budgeting
Create department-level budgets to bring agency and accountability to department heads.
Vendor forecasting
Forecast vendor and contract service expenses from the bottom-up.
Cash flow forecasting
Model cash flow to ensure liquidity in all scenarios.
Accelerate planning and increase accuracy
Deploy driver-based models to create more accurate forecasts that roll over automatically each month.
Scenario comparisons
Create multiple scenarios and budgets to compare outcomes.
Workforce planning
Model headcount to plan hiring and improve control over timing for payroll expenses.
Revenue forecasting
Use customer contract data and sales capacity planning to forecast revenue.
Collaborative planning
Work collaboratively with robust access permissions.
Scale your workflows
Save hours each month on data collection, consolidation, and report creation.
Data integration
Sync directly with your accounting, HRIS, and CRM software.
Instant budget vs. actuals
Import actuals and generate budget vs. actuals reports automatically.
Multi-entity consolidation
Consolidate multiple entities instantly by connecting to multiple GL accounts.
Classes & dimensions
Bring in all of your classes and dimensions to create detailed plans and reports.
Automate data collection and preparation
Get the full picture and make informed decisions.
Unlock the value in your business data
Integrate with your accounting, ERP, HRIS, and CRM software systems to automatically collect and clean your business data.
The strategic finance platform built for all teams
Eliminate surprises
Basis helps finance teams save time on data preparation and accelerate the analytics process.
Build dashboards to track runway, CAC, LTV, MMR, NRR, and more.
Create and track department budgets.
Solve top-line revenue planning and multi-entity consolidation.
Guide performance
Basis helps executive teams see the current state of the business and scenario test the future.
See how all areas of the company are performing in real-time.
Forecast sales pipeline and view your most important financial metrics.
Share financial statements and business metrics with the board and investors.
Understand and grow revenue
Basis helps revenue teams stay on top of revenue forecasts and understand key revenue drivers.
Create more accurate revenue forecasts with CRM and headcount data.
Build sales capacity plans, model pipeline, and calculate sales commissions.
Monitor performance to spot problems and make adjustments earlier.
Upgrade your practice
Basis helps accounting firms and CFOs offer more robust advisory services and increase efficiency.
Level up your advisory services and become a true strategic partner.
Provide clients with cloud-based plans, dashboards, and reports.
Scale resources more efficiently to serve more accounts without adding headcount.
Morgan Siewert
Director of Internal Finance & Operations, Hiline
Ian Smith
CEO & Co-founder, Ware
Pranay Prakash
CEO & Co-founder, Windsor.io
Accelerate planning and reporting with Basis.
