Deploy Strategic Finance Before Lunch
Basis is the strategic finance platform that connects your financial and operational data to provide a full view into your business.
Basis has codified leading practices with finance leaders from
Get the full picture and make informed decisions
Automate data collection and preparation to give your teams more time to evaluate and analyze business performance.
More analysis. Less busywork.
Track P&L and performance by department. Create self-serve dashboards for department leaders, the executive team, and investors to save hours each week on assembling reports.
Create real-time dashboards & data visualizations to democratize insights.
Automate weekly, monthly, and quarterly reports.
Understand the business
Connect data from different business systems to model the big picture.
Strategic agility with real-time modeling
Build driver-based models to create accurate plans and make the right decisions. Instantly update forecasts in response to market conditions and be prepared for all possibilities.
Start with a plan
Use pre-made model templates designed by experienced CFOs and adapt them to your business.
Enable continuous planning
Create rolling forecasts and watch changes flow through models as you update.
Predict revenue and cash flow
Model top-line revenue, and turn accounting GL data and CRM contract data into cash flow forecasts.
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
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.
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.
It's a robust platform that doesn't require a lot of manual updating. It's a constant flow of accurate information.
Director of Internal Finance & Operations, hiline
Basis is like having my fractional CFO there 24/7. I can throw in numbers to test scenarios without feeling like I’m wasting my CFO’s time on throwaway work.
CEO & Co-founder, Ware
The system pulls in the data and creates the models and reports exactly how I’d make them.
CEO & Co-founder, Windsor.io
Learn how teams make better decisions with Basis.
Schedule a free demo to see how easy it is to automate data integrations, create planning models, and build reports & dashboards.