Integrations
Integrate your financial, HR, and operational data
No IT dev support? No problem. Connect to your business systems with our easy, no-code data integrations and let the system do the data preparation work.
Accounting and ERP Integrations
Create the financial source of truth for your organization.
Use actuals to build custom formulas to forecast future revenue and expenses.
Combine accounting data with CRM data to measure CAC, runway, and forecast cash flow.
Connect multiple GL accounts to facilitate multi-entity consolidation
ClearBooks
FreeAgent
FreshBooks
Kashflow
Kashoo
MYOB
Microsoft Dynamics 365
NetSuite
Pandle
QuickBooks
Wave
Xero
Zoho Books
CRM Integrations
Combine your accounting, CRM and HR data to make more accurate revenue forecasts and understand your pipeline.
Build dashboards to track revenue, ARR/MRR, expansion, churn, and NRR.
Model sales capacity and forecast future bookings.
Scenario plan for high-, mid-, and low-revenue cases.
Accelo
Active Campaign
Affinity
Capsule
Close
Copper
FreshSales
HubSpot
Insightly
Keap
Microsoft Dynamics 365
Nutshell
Pipedrive
Pipeliner
Salesflare
Salesforce
SharpSpring
Spiro
Teamleader
Teamwork CRM
Zendesk Sell
Zoho CRM
Payroll and HR Integrations
Integrate financial, HR, and operational data to understand how headcount decisions drive costs, affect resource capacity, and impact revenue.
Calculate fully-loaded cost for new headcount instantly.
Create workforce planning scenarios to see how hiring plans will impact revenue and cash flow.
Help department leaders reverse-engineer headcount plans from company goals.
ADP
AlexisHR
Altera Payroll
Azure Active Directory
BambooHR
Breathe
Ceridian Dayforce
CharlieHR
ChartHop
Deel
Factorial
Freshteam
Google Workspace
Gusto
HR Cloud
HR Partner
Hibob
Humaans.io
Insperity
IntelliHR
JumpCloud
Justworks
Keka
Namely
Nmbrs
Officient
Okta
OneLogin
PayCaptain
Paychex
Paylocity
PeopleHR
Personio
Proliant
SAP SuccessFactors
Sage HR
Sapling
Sesame
Square Payroll
Trinet
UKG Pro
UKG Ready
Workday
Zenefits
Basis Forecasting & Strategic Planning
Build more accurate forecasts, faster and collaborate on planning.
See Forecasting & Strategic Planning
AUTHENTICATION
Basis Performance Analytics
Get a full view of your business with metrics, dashboards, and reports to accelerate analysis.
See Analytics & Dashboards
Learn how to make better decisions with Basis.
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