Financial Metrics Workbook

Finance teams use Basis to track, forecast,
and report on financial metrics in one place.

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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

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Build the big picture bottoms up.

01
Actuals
02
Forecasts
03
Reports

Collect metrics from different systems.

Use tools to make them even more useful.

Share the big picture with teams you support.

01

Gather metrics

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

Stripe
→
Netsuite
→
Bamboo HR
→
Google Sheets
→
Tableau
→
Trinet
→
Gusto
→
Workday
→
Sage Intacct
→
Stripe
→
Netsuite
→
Bamboo HR
→
Google Sheets
→
Tableau
→
Trinet
→
Gusto
→
Workday
→
Sage Intacct
→
QuickBooks Online
→
Xero
→
Justworks
→
Excel
→
Looker
→
Paychex
→
Rippling
→
Freshbooks
→
QuickBooks Online
→
Xero
→
Justworks
→
Excel
→
Looker
→
Paychex
→
Rippling
→
Freshbooks
→
02

Create tables

Mix and match metrics 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

Engage stakeholders

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

Charts

Highlight trends with charts and graphs.

Tables

Still a banker at heart? Rock metrics in tables.

Product screenshot of tables view

Present scenarios

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

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.

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