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.
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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.
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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.
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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.