Plans & Pricing

Monthly cost
Annual cost

Essential

$699

/mo
includes
  • 3-statement financial model
  • Report & dashboard builder
  • Scenario planning
  • Preconfigured modeling templates
  • Automated budget vs. actuals
  • GL data integration

Strategic planning

  • 3-statement financial model

  • Annual operating plan

  • Multiple dimensions (classes, departments)

  • Up to two active scenario plans

  • Custom modeling tables

  • Preconfigured modeling templates

Reports & dashboards

  • Report and dashboard builder

  • Executive dashboard

  • Reporting packages

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 Growth Plan
  • Premium NetSuite ERP connections

    Upgrade to Growth Plan

Support

  • Chat & email support

  • Online knowledge base

  • Priority support & training

    Optional upgrade

Plan Features

Growth

$1,250

$299

/mo
You save 16.7%
includes
  • 3-statement financial model
  • Report & dashboard builder
  • Scenario planning
  • Preconfigured 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

  • Annual operating plan

  • Up to four classes or dimensions (departments)

  • Up to three active scenarios

  • Custom modeling tables

  • Preconfigured modeling templates

Reports & dashboards

  • Report and dashboard builder

  • Executive dashboard

  • Reporting packages

Data integrations

  • CSV import

  • One standard GL & ERP connection included

    $250 per additional connection/month
  • One standard HR or Payroll connection included

    $250 per additional connection/month
  • Standard CRM connections

    Optional upgrade
  • Premium NetSuite ERP connections

    Optional upgrade

Support

  • Chat & email support

  • Online knowledge base

  • Priority support & training

    Optional upgrade

Plan Features

CFO Firms

Let's chat

$1199

You save 16.7%
INCLUDES
  • Wholesale pricing

Strategic planning

  • 3-statement financial model

  • Annual operating plan

  • Multiple dimensions (classes, departments)

  • Up to three active scenarios per client

  • Custom modeling tables

  • Preconfigured modeling templates

Reports & dashboards

  • Report and dashboard builder

  • Executive dashboard

  • Reporting packages

Data integrations

  • CSV import

  • One standard GL connection per client

  • One standard HR or Payroll connection per client

  • Standard CRM connections optional upgrade per client

  • Premium NetSuite ERP connections optional upgrade per client

Support

  • Chat & email support

  • Online knowledge base

  • Priority support & training

    Optional upgrade

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

CFO Firms

3-statement financial model

Annual operating plan

One included
Included + up to four custom budgets
Included + up to four custom budgets per client

Multiple dimensions (classes, departments)

None
Up to four departments
Included

Scenario plans

Up to two active scenarios
Up to three active scenarios
Up to three active scenarios per client

Custom modeling tables

Preconfigured templates

Reports & Dashboards

Essential

Growth

CFO Firms

Report and dashboard builder

Executive dashboard

Reporting packages

Data Integrations

Essential

Growth

CFO Firms

CSV import

Standard GL & ERP connections

One included +
$250 per additional connection/month
One included +
$250 per additional connection/month
One included per client account

Standard HR & payroll connections

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

Standard CRM connections

Upgrade to Growth Plan
Optional upgrade
Optional upgrade for individual client accounts

Premium NetSuite connections

Upgrade to Growth Plan
Optional upgrade
Optional upgrade for individual client accounts

Support

Essential

Growth

CFO Firms

Chat & email support

Online knowledge base

Priority support

Optional upgrade
Optional upgrade
Optional upgrade

Frequently Asked Questions

What is an annual operating plan?

An annual operating plan (AOP) is a specific type of budget or static financial plan that does not adjust or roll forward automatically. You can use an AOP or custom budget for Budget vs Actuals financial reports and to perform scenario analysis such as Budget vs Actuals vs Forecast.

Do you have plans for accounting or CFO advisory firms?

Yes, we offer cost-effective wholesale pricing for accounting and CFO firms that wish to purchase multiple subscriptions for their client base. Please schedule a demo or contact us to discuss volume pricing options.  

What is a Scenario?

A Scenario is a dynamic, rolling forecast that automatically updates with actuals and rolls forward after accounting month close.

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 for an additional fee.

What preconfigured templates are available?

We currently have the following templates available for use: Chart of Accounts, Cash Flow, Deferred Revenue, Pre-paid Expense, Fixed Asset, Workforce (FTE & Contractor), Recurring Revenue (Contracts), Sales Capacity, Revenue Waterfall.

You can also create custom tables for any other planning models that you may need.

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

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