Plans & Pricing
Starter
$4,950
- 3-statement financial model
- Report & dashboard builder
- Scenario planning
- Best practice modeling templates
- Automated budget vs. actuals
- GL data integration
Strategic planning
3-statement financial model
Up to five years model duration
Multiple dimensions (classes, departments)
Two scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & dashboards
Report and dashboard builder
CSV export
Data integrations
CSV import
One standard GL & ERP connections included
One included +$250 per additional connection/monthStandard HR & Payroll connection
Upgrade to Growth PlanStandard CRM connections
Upgrade to Enterprise PlanPremium ERP or data warehouse connections (NetSuite or Snowflake)
Upgrade to Enterprise Plan
Support
Chat & email support
Online knowledge base
Customer success manager
Custom implementation fee
Plan Features
Growth
$7,500
$299
- 3-statement financial model
- 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 seven years model duration
Up to four departments
Up to four departments of multiple dimensions (classes, departments)
Three scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & dashboards
Report and dashboard builder
CSV export
Data integrations
CSV import
One standard GL & ERP connection included
$250 per additional connection/monthOne standard HR & Payroll connection included
$250 per additional connection/monthStandard CRM connections
Upgrade to Enterprise PlanPremium ERP or data warehouse connections (NetSuite or Snowflake)
Upgrade to Enterprise Plan
Support
Chat & email support
Online knowledge base
Customer success manager
Custom implementation fee
Plan Features
Enterprise
Custom
$1199
- NetSuite data integration
- CRM data integration
- Premium HRIS integration
- Department- and class-level planning
- Custom implementation
Strategic planning
3-statement financial model
Custom model duration
Custom multiple dimensions (classes, departments)
Custom scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & dashboards
Report and dashboard builder
CSV export
Data integrations
CSV import
Unlimited standard GL & ERP connections: unlimited
Unlimited standard HR & Payroll connection
Unlimited standard CRM connections
Included premium ERP & data warehouse integrations
Support
Chat & email support
Online knowledge base
Customer success manager
Custom implementation fee
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
Starter
Growth
Enterprise
3-statement financial model
Model duration
Multiple dimensions (classes, departments)
Scenario plans
Automated budget vs. actuals variance
Best practice modeling templates
Reports & Dashboards
Starter
Growth
Enterprise
Report and dashboard builder
CSV export
Data Integrations
Starter
Growth
Enterprise
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
Standard CRM connections
Premium ERP or data warehouse connections (NetSuite or Snowflake)
Support
Starter
Growth
Enterprise
Chat & email support
Online knowledge base
Customer success manager
Implementation fee
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 and Enterprise customers for an additional fee.