Plans & Pricing

Monthly cost
Annual cost

Essential

$699

/mo
includes
  • 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/month
  • Standard HR & Payroll connection

    Upgrade to Growth Plan
  • Standard CRM connections

    Upgrade to Enterprise Plan
  • Premium 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

$1,250

$299

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

    $250 per additional connection/month
  • Standard CRM connections

    Upgrade to Enterprise Plan
  • Premium 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

You save 16.7%
INCLUDES EVERYTHING IN GROWTH PLAN PLUS
  • 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

Essential

Growth

Enterprise

3-statement financial model

Model duration

Up to two years
Up to five years
Custom

Multiple dimensions (classes, departments)

None
Up to four departments
Custom

Scenario plans

Two scenario plans
Three active scenarios
Custom

Automated variance reporting

Rolling forecasts

Reports & Dashboards

Essential

Growth

Enterprise

Report and dashboard builder

CSV export

Data Integrations

Essential

Growth

Enterprise

CSV import

Standard GL & ERP connections

One included +
$250 per additional connection/month
One included +
$250 per additional connection/month
Unlimited

Standard HR & payroll connections

Upgrade to Growth Plan
One included +
$250 per additional connection/month
Unlimited

Standard CRM connections

Upgrade to Enterprise Plan
Upgrade to Enterprise Plan
Unlimited

Premium ERP or data warehouse connections (NetSuite or Snowflake)

Upgrade to Enterprise Plan
Upgrade to Enterprise Plan
Included

Support

Essential

Growth

Enterprise

Chat & email support

Online knowledge base

Customer success manager

Implementation fee

Custom
Custom
Custom

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 or if you have purchased a full professional services implementation package.

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.

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

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