Collaborative Finance Workbook

Basis empowers teams to take financial ownership.
Our initial product is the Budget Workbook.

Get Early Access
Headshot of a CEO talking as if asking a question about company finances.
CEO asks what's our runway in a chat bubble
Headshot of CFO answering finance questions.
CFO answers what the runway is in a chat bubble.
A line graph illustrating company finances. A line graph illustrating company finances

Trusted by finance-savvy teams

Logo of the company Compass
Logo of the company Lyft
Logo of the company Slack
Logo of the company Notion
Logo of the company Menlo Securities
Logo of the company OpenDoor

A workbook that does the work for you.

Collect actuals from different systems.

Plan forward without breaking formulas.

Share the budget with its owners.

01

Collect metrics

Consolidate metrics from ERP, BI, HRIS, and CRM systems without writing code.

02

Share metrics

Mix and combine line items into P&L forecasts, hiring roadmaps, investor reports and other financial tables.

Screenshot of plan and forecast examples users can author with Basis

Save time. Lots of time.

Automate nitty gritty data workflows involved in building the big picture.

Actuals

Keep metrics sync'd with their sources.

Variance

Auto track month-over-month variance.

Alerts

Receive alerts on important metrics.

Drill Down

Trace metrics down to their atomic unit.

Hit the ground running.

Run as fast as the teams you support using the best of Excel, Notion and AirTable.

Product feature showing Basis is built for time series data.
Built for time series data
Product screenshot illustrating Basis is used to store single source of truth data
Single source of truth
Product screenshot showing Basis lets users set roles and permissions.
Roles and permissions
Product screenshot showing Basis's feature formula building feature.
Reference metrics by name
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

Guide budget owners

Paint big pictures in minutes using pre-built blocks like tables, charts and call-out cards.

See scenarios

Pin variables to any report. Encourage stakeholders to stress-test different scenarios.

Designed with key roles in mind

Startup Founder

Stay focused on growth and protect your runway with automated expense tracker and alerts.

Unlimited cards

10-20x higher limits

Reduce burn

Fractional CFOs

Stay focused on growth and protect your runway with automated expense tracker and alerts.

Unlimited cards

10-20x higher limits

Reduce burn

Department Head

Stay focused on growth and protect your runway with automated expense tracker and alerts.

Unlimited cards

10-20x higher limits

Reduce burn

Head of Finance

Stay focused on growth and protect your runway with automated expense tracker and alerts.

Unlimited cards

10-20x higher limits

Reduce burn

FP&A Analysts

Stay focused on growth and protect your runway with automated expense tracker and alerts.

Unlimited cards

10-20x higher limits

Reduce burn

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

Basis helps you lead with clarity.

Get Early Access