The modern way to forecast and plan
Connect your strategic plans with live business data to make decisions faster and allocate resources more effectively.
Strategic agility begins with continuous, data-integrated planning
Build models using operational drivers, inputs, and market assumptions. Re-forecast instantly as new data arrives and eliminate manual planning cycles.
Topline revenue forecasting
Sales capacity planning
Cashflow forecasting
OpEx planning
Budget by department
Workforce planning
Financial statement forecasting
More accurate models, faster
Build models in minutes or hours instead of days and weeks by using integration-assisted modeling. Link plans together and see them adjust automatically in response to new business data.
Access codified financial experience to accelerate planning
Use pre-formatted worksheet templates designed by experienced CFOs from all industries, to create budgets, financial models and planning forecasts.
Codified Expertise
Basis has codified leading practices with finance leaders from
Plan for all possibilities
Map out scenarios to understand how changes to key drivers can affect outcomes. Adjust inputs on the fly to see how decisions can impact the future.
Enable multiplayer planning
Partner with the business by bringing stakeholders into the planning process. Use granular permissions to preserve confidentiality without impeding collaboration.
AUTHENTICATION
Basis Performance Analytics
Get a full view of your business with metrics, dashboards, and reports to accelerate analysis.
Basis Data Integrations
Connect data from your accounting, HR, sales, and business operations systems to unlock strategic insights.