Engage stakeholders
Pin assumptions to make reports interactive. Empower teams to consider every possible scenario.
Codified Expertise
Basis has codified leading practices with finance and operations leaders from
Basis has codified leading practices with finance and operations leaders from
Trusted by finance-savvy teams
Use Basis blocks, preformatted tables complete with formulas, to create financial models and planning forecasts.
Create rolling pro forma forecasts and connect them to live data sources.
Adjust inputs and test scenarios to view all possible outcomes.
Basis is like having my fractional CFO there 24/7 with instant turnaround times. I can ask the system whatever I want. I can throw in numbers to test scenarios without feeling like I’m wasting my CFO’s time on throwaway work.
Create custom metrics or choose from our library of popular financial metrics to monitor the exact indicators you need to gauge performance.
Build custom dashboards or use preconfigured role-specific dashboards to view your most important metrics at a glance.
Automate your financial forecasts including P&L, balance sheet, and headcount plans. Generate custom reports for investors or the board with premade templates.
I love it because you only need to set up the integrations and mappings once. The system pulls in the data and creates the models and reports exactly how I’d make them.
Consolidate metrics from ERP, HRIS, payroll, and CRM systems without writing code.
Use pre-transformed data from your ERP, BI, HRIS, and CRM systems without writing a single line of code.
From headcount plans to the annual budget, gather input from teams without sending documents back and forth.
*ok, palatable
Automate all the nitty gritty workflows that keep you in the weeds.
Keep plans updated with the latest actuals.
Track variance to improve future performance.
Surface trends that warrant attention.
Tie accounts to transactions.
Basis gives you both flexibility and control over data.
Reference metrics by name
Single source of truth
Built for time series data
Set roles and permissions
Build dashboards and reports in minutes using sleek building blocks like tables, charts and call-out cards.
Pin assumptions to make reports interactive. Empower teams to consider every possible scenario.
