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

Rippling

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.

AUTHENTICATION

Basis Performance Analytics

Get a full view of your business with metrics, dashboards, and reports to accelerate analysis.

Learn how to make better decisions with Basis.

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