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 and the executive team to save hours each week.
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.
Budgeting with automated actuals
Build driver-based models to create accurate plans and make the right decisions. Connect with business systems to instantly update forecasts.
Start with a plan
Use pre-configured 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.
The strategic finance platform built for all teams
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.