Plans & Pricing
Free trial
$0
- Data-integrated modeling
- Report & dashboard builder
- Scenario planning
- Best practice modeling templates
- Two weeks of active data integrations
Strategic planning
3-statement financial model
Up to two data-integrated models
Up to two years model duration
Up to five departments
Contact us for classesTwo scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & dashboards
Report and dashboard builder
Up to two live reports or dashboards
CSV export
Data integrations
CSV import
Standard GL & ERP connections
14-day free trialOne standard HR & Payroll connection included
14-day free trialStandard CRM connections
14-day free trialMonthly fee for each premium ERP or data warehouse connection (NetSuite or Snowflake)
Upgrade to Growth Plan
Support
Chat & email support
Online knowledge base
Customer success manager
Implementation fee
Implementation meeting hours included
Plan Features
Starter
$299
$299
- Data-integrated modeling
- Report & dashboard builder
- Scenario planning
- Best practice modeling templates
- Automated budget vs. actuals
- GL or ERP data integration
- Payroll or HRIS data integration
- Department-level planning
Strategic planning
3-statement financial model
Up to eight data-integrated models
Up to five years model duration
Up to five departments
Three scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & dashboards
Report and dashboard builder
Up to five live reports or dashboards
CSV export
Data integrations
CSV import
One standard GL & ERP connection included
$50 per additional connection/monthOne standard HR & Payroll connection included
$100 per additional connection/monthStandard CRM connections
Upgrade to Growth PlanMonthly fee for each premium ERP or data warehouse connection (NetSuite or Snowflake)
Upgrade to Growth Plan$500 per connection/month for premium ERP & data warehouse integrations
Support
Chat & email support
Online knowledge base
Customer success manager
$1,500 implementation fee
Up to five implementation meeting hours
Plan Features
Growth
$1199
$1199
- Data-integrated modeling
- Report & dashboard builder
- Scenario planning
- Best practice modeling templates
- Automated budget vs. actuals
- GL or ERP data integration
- Payroll or HRIS data integration
- CRM data integration
- Department- and class-level planning
Strategic planning
3-statement financial model
Up to 20 data-integrated models
Up to seven years model duration
Up to 10 departments and four classes
Contact us if you need additional dimensionsFive scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & dashboards
Report and dashboard builder
Up to 20 live reports or dashboards
CSV export
Data integrations
CSV import
One standard GL & ERP connection included
$100 per additional connection/monthOne standard HR & Payroll connection included
$100 per additional connection/monthOne standard CRM connection included
$150 per additional connection/month$500 per connection/month for premium ERP & data warehouse integrations
Support
Chat & email support
Online knowledge base
Customer success manager
$3,000 implementation fee
Up to 10 implementation meeting hours
Plan Features

Basis for Startups
If you work for a startup, you might be eligible for up to 50% off through the Basis for Startups Program.
Strategic Planning
Free trial
Starter
Growth
3-statement financial model
Data-integrated models
Model duration
Multiple dimensions (classes, departments)
Scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & Dashboards
Free trial
Starter
Growth
Report and dashboard builder
Data-integrated reports and dashboards
CSV export
Data Integrations
Free trial
Starter
Growth
CSV import
Standard GL & ERP connections
$250 per additional connection/month
$250 per additional connection/month
Standard HR & payroll connections
$250 per additional connection/month
$250 per additional connection/month
Standard CRM connections
$250 per additional connection/month
Monthly fee for each premium ERP or data warehouse connection (NetSuite or Snowflake)
Support
Free trial
Starter
Growth
Chat & email support
Online knowledge base
Customer success manager
Implementation fee
Dedicated financial analyst
Frequently Asked Questions
What does implementation include?
During implementation we will set up your data integrations (GL, ERP, HR, CRM, data warehouse), audit your data for cleanliness and organization to make sure that it’s structured to meet your planning and reporting needs.
Then we will create your financial statement forecasts, provide user training, and walk you through building your first data-integrated operating model. We will also assist you in building additional models if you have unused implementation meeting hours remaining.
How long does implementation take?
Implementation time depends on the complexity of your business and the number of models that you want to create. You can generally expect to have your data integrations synched and financial statement forecasts running in under an hour. Once the data integrations are active and mapped correctly, you can start modeling and building dashboards.
Building models can take minutes or days depending on whether you need to recreate existing models in Basis or if you need to build new models from scratch. For typical customers, the majority of the implementation meeting hours will be dedicated to building out the models that you need, with the dimensions that you require.
What data integrations do you support?
We currently provide more than 100 data integrations with the most popular general ledger, ERP, HR, and CRM systems. Please see our integrations page for the full list.
We also provide premium integrations for NetSuite and Snowflake for Growth Plan customers for an additional fee.