CFOs & Finance Teams

Automate data. Accelerate analysis.

Connect financial and operational plans and create real-time views into the business to drive strategy and improve outcomes.

The era of manual FP&A is over

Leverage data and software to deliver the insights that your business needs to make the best ROI decisions.

Integrate Business Data

Connect data to automate workflows

Aggregate your financial, operational, and people data with no-code data integrations to automate planning and analysis workflows.

  • Annual & rolling forecasts

  • Budget variance analysis

  • Unit economics calculations

  • Multi-entity consolidation

Create Forecasts and Integrated Operational Plans

Plan collaboratively to map the future

Enable cross-functional collaboration and use live data to develop forecasts and plans for all aspects of the business.

  • Revenue forecasts

  • Workforce planning

  • CapEx & OpEx planning

  • P&L, balance sheet, cashflow forecasts

Modeling & Scenario Planning

Prepare your business for all scenarios

Build multidimensional financial models and what-if scenarios. Use live data from business system integrations to update models automatically.

Build Metrics & Dashboards

Develop a metrics-focused POV

Create and share self-serve dashboards to track performance metrics in real-time and keep stakeholders informed.

Basis for CFOs and accounting firms

It's a robust platform that doesn't require a lot of manual updating. It's a constant flow of accurate information.

Morgan Siewert
Director of Internal Finance & Operations, Hiline

Basis for CEOs & founders

Basis is like having my fractional CFO there 24/7. I can throw in numbers to test scenarios without feeling like I’m wasting my CFO’s time on throwaway work.

Ian Smith
CEO & Co-founder, Ware

Basis for CEOs & founders

The system pulls in the data and creates the models and reports exactly how I’d make them.

Pranay Prakash
CEO & Co-founder,


Basis Performance Analytics

Get a full view of your business with metrics, dashboards, and reports to accelerate analysis.

Basis Forecasting & Strategic Planning

Build more accurate forecasts, faster and collaborate on planning.

Learn how to make better decisions with Basis.

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