Plans & Pricing

Monthly Cost
Annual Cost

Free Trial

$0

/month
includes
  • 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 classes
  • Two 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 trial
  • One standard HR & Payroll connection included

    14-day free trial
  • Standard CRM connections

    14-day free trial
  • Monthly 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

Starting at

$599

$699

/month
You save 16.7%
includes
  • 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/month
  • One standard HR & Payroll connection included

    $100 per additional connection/month
  • Standard CRM connections

    Upgrade to Growth Plan
  • Monthly 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

Starting at

$999

$1199

/month
You save 16.7%
includes
  • 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 dimensions
  • Five 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/month
  • One standard HR & Payroll connection included

    $100 per additional connection/month
  • One 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

Up to two models
Up to eight models
Up to 20 models

Model duration

Up to two years
Up to five years
Up to seven years

Multiple dimensions (classes, departments)

Up to four departments
Contact us for classes
Up to five departments
Up to 10 departments and four classes
Contact us for additional dimensions

Scenario plans

Two scenario plans
Three scenario plans
Five 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

Up to two live reports or dashboards
Up to five live reports or dashboards
Up to 20 live reports or dashboards

CSV export

Data Integrations

Free Trial

Starter

Growth

CSV import

Standard GL & ERP connections

14-day free trial
One included +
$50 per additional connection/month
One included +
$100 per additional connection/month

Standard HR & payroll connections

14-day free trial
One included +
$50 per additional connection/month
One included +
$100 per additional connection/month

Standard CRM connections

14-day free trial
Upgrade to Growth Plan
One included +
$150 per additional connection/month

Monthly fee for each premium ERP or data warehouse connection (NetSuite or Snowflake)

Upgrade to Growth Plan
Upgrade to Growth Plan
$500 per connection/month

Support

Free Trial

Starter

Growth

Chat & email support

Online knowledge base

Customer success manager

Implementation fee

$1,500
$3,000

Implementation meeting hours included

Up to five hours
Up to 10 hours

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 65 data integrations with the most popular GL, 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.

Learn how to measure, predict, and make better decisions with Basis.

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