Deploy Strategic
Finance Before Lunch

Automated financial modeling, forecasting, dashboard visualizations, and reporting for companies at all stages.

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Codified Expertise

Basis has codified leading practices with finance and operations leaders from

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Trusted by finance-savvy teams

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Financial Planning

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.

Ian Smith, CEO & Co-founder

Data & Workflow Automation

Data integration
Pull in data directly from your accounting, ERP, BI, HRIS, Payroll and CRM systems.
Automate maintenance
Map your data sources once and Basis will keep your operational models up to date automatically.
Connect
disparate data
Connect data from different data sources in Basis to construct new metrics and unlock new insights.

Financial Analysis

Reporting

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.

Pranay Prakash, CEO & Co-founder

Unlock your data

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

Accounting
QuickBooks
Online
Xero
Sage Intacct
Netsuite
HRIS
Workday
Bamboo HR
Rippling
Paylocity
Payroll
Gusto
Trinet
Justworks
Paychex
CRM
Salesforce
Hubspot
Pipedrive
Active
Campaign

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

Ready to see how quickly you can automate your metrics with Basis?

Get a Demo