Scale your CFO services
Add a strategic finance platform to your tech stack to enable next-level client advisory services.
Operationalize strategic finance
Leverage FP&A technology to make advisory services repeatable and scalable.
Strengthen client relationships by becoming an essential strategic partner.
Revenue per client
Add premium pricing tiers and service levels to achieve new revenue growth.
Increase staff productivity and free resource capacity to serve more clients.
Expand client advisory services
Augment your transactional accounting and controllership services with strategic client advisory services powered by Basis.
Financial statement forecasting
Quarterly, annual, and continuous operating plans
Revenue & cash flow modeling
Financial & industry-specific operational KPI metrics
Generate true business insights
Integrate directly with client business applications and create self-serve dashboards and reports to provide actionable business intelligence.
Executive financial dashboards
Department operational dashboards
Investor & board reporting
Over 100+ accounting, ERP, CRM, payroll, and HRIS data integrations
Automate the busywork
Accelerate your FP&A workflows by automating manual processes and use an in-app worksheet system to overcome Excel limitations.
Import and clean data using data integrations
Save custom templates or use premade templates designed by expert CFOs
Use departments and classes to filter by dimension
Easily understand the data lineage for any cell
It's a robust platform that doesn't require a lot of manual updating. It's a constant flow of accurate information.
Director of Internal Finance & Operations, hiline
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.
CEO & Co-founder, Ware
The system pulls in the data and creates the models and reports exactly how I’d make them.
CEO & Co-founder, Windsor.io
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.