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All-in-one reporting, budgeting, and financial planning

Basis makes it easy to create and maintain the financial reports and forecasts you need to run your business.

Basis executive dashboard report

Finance leaders

Companies and CFO advisory firms trust Basis.

Basis reporting executive summary
Reporting

Streamline reports and dashboards

Automate reporting packages and create dashboards to get real-time visibility into your financials.

Financial statements

Get your 3-statement financial model with P&L, Balance Sheet, and Cash Flow right out of the box.

Executive summary

Customize an executive summary report and create dashboards for stakeholders.

Management reporting 

Assemble your monthly and quarterly reporting packages in minutes instead of hours. 

Security

Keep data private and secure with robust access permissions.

Real-time analytics

Create real-time dashboards & data visualizations to democratize insights.

Report efficiently

Automate weekly, monthly, and quarterly reports.

Understand the business

Connect data from different business systems to model the big picture.

Budgeting

Budget fast, measure faster

Generate budgets quickly and track performance automatically. 

Annual operating plan

Build your base annual operating plan and compare performance against “what if” scenarios.  

Department budgeting

Create department-level budgets to bring agency and accountability to department heads.

Vendor forecasting

Forecast vendor and contract service expenses from the bottom-up. 

Cash flow forecasting

Model cash flow to ensure liquidity in all scenarios. 

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.

Basis payroll example
Basis planning example
Planning

Accelerate planning and increase accuracy

Deploy driver-based models to create more accurate forecasts that roll over automatically each month. 

Scenario comparisons

Create multiple scenarios and budgets to compare outcomes. 

Workforce planning

Model headcount to plan hiring and improve control over timing for payroll expenses.

Revenue forecasting

Use customer contract data and sales capacity planning to forecast revenue.

Collaborative planning

Work collaboratively with robust access permissions. 

Real-time analytics

Create real-time dashboards & data visualizations to democratize insights.

Report efficiently

Automate weekly, monthly, and quarterly reports.

Understand the business

Connect data from different business systems to model the big picture.

Automation

Scale your workflows

Save hours each month on data collection, consolidation, and report creation.

Data integration

Sync directly with your accounting, HRIS, and CRM software.

Instant budget vs. actuals

Import actuals and generate budget vs. actuals reports automatically.

Multi-entity consolidation

Consolidate multiple entities instantly by connecting to multiple GL accounts. 

Classes & dimensions

Bring in all of your classes and dimensions to create detailed plans and reports.

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.

Automate data collection and preparation

Get the full picture and make informed decisions.

Integrations

Unlock the value in your business data

Integrate with your accounting, ERP, HRIS, and CRM software systems to automatically collect and clean your business data.

The strategic finance platform built for all teams

Basis for CFOs & Finance

Eliminate surprises

Basis helps finance teams save time on data preparation and accelerate the analytics process.

  • Build dashboards to track runway, CAC, LTV, MMR, NRR, and more.

  • Create and track department budgets.

  • Solve top-line revenue planning and multi-entity consolidation.

Basis for Founders & CEOs

Guide performance

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.

Basis for Revenue Teams

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.

Basis for Accounting Firms & Fractional CFOs

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.

Basis for CFOs and accounting firms

It's a robust platform that doesn't require a lot of manual updating. It's a constant flow of accurate information.

Morgan Siewert
Director of Internal Finance & Operations, Hiline

Basis for CEOs & founders

Basis is like having my fractional CFO there 24/7. 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, Ware

Basis for CEOs & founders

The system pulls in the data and creates the models and reports exactly how I’d make them.

Pranay Prakash
CEO & Co-founder, Windsor.io

Accelerate planning and reporting with Basis.

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