Collaborative Finance Workbook

Teams use Basis to measure, forecast,
and report business performance in one place.

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CEO asks what's our runway in a chat bubble
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CFO answers what the runway is in a chat bubble.
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Trusted by finance-savvy teams

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One workbook. Endless intelligence.

Import metrics from databases.

Build logic, attributes, and dimensions.

Share actionable insights with teams.

01

Surface boss insights

Use pre-transformed data from your ERP, BI, HRIS, and CRM systems without writing a single line of code.

02

Make planning fun*

From headcount plans to the annual budget, gather input from teams without sending documents back and forth.

*ok, palatable

Screenshot of plan and forecast examples users can author with Basis

Focus on the big picture

Automate all the nitty gritty workflows that keep you in the weeds.

Actuals

Keep plans updated with the latest actuals.

Forecast

Track variance to improve future performance.

Alerts

Surface trends that warrant attention.

Drill Down

Tie accounts to transactions.

Enjoy flexibility and control

Basis gives you both flexibility and control over data.

Product feature showing Basis is built for time series data.
Time series automation
Product screenshot illustrating Basis is used to store single source of truth data
Uniform metrics definition
Product screenshot showing Basis lets users set roles and permissions.
Granular access control
Product screenshot showing Basis's feature formula building feature.
Uniform forecasting language
A big screenshot of Basis's product.

Reference metrics by name

Single source of truth

Built for time series data

Set roles and permissions

03

Share beautiful reports

Build dashboards and reports in minutes using sleek building blocks like tables, charts and call-out cards.

Engage stakeholders

Pin assumptions to make reports interactive. Empower teams to consider every possible scenario.

Pin variables to make any dashboard or report interactive.  Empower your executives and managers to do their own scenario analysis.”

Ashlee George

Pin variables to make any dashboard or report interactive.  Empower your executives and managers to do their own scenario analysis.”

Ashlee George

Pin variables to make any dashboard or report interactive.  Empower your executives and managers to do their own scenario analysis.”

Ashlee George

Operate with financial clarity.

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