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Basis
What Basis is
Basis is a web-based strategic finance platform for budgeting, forecasting, planning, performance analytics, and reporting. It supports scenario modeling by letting users adjust key inputs, along with variance analysis, workforce planning, financial consolidation, and forecast-versus-actual comparisons. Multiplayer planning uses granular permissions for collaboration and confidentiality. Users can create dashboards with charts and tables, control access, and share them with unlimited users at no additional cost. Basis lists more than 100 integrations across general ledger, ERP, HR, and CRM systems, including QuickBooks, Xero, NetSuite, Salesforce, HubSpot, ADP, BambooHR, and Workday; premium NetSuite connections cost extra. Templates cover cash flow, deferred revenue, prepaid expense, fixed assets, workforce, recurring revenue, sales capacity, and revenue waterfall. Essential costs $249 a month, Growth $699 a month, and Enterprise pricing is custom. There is no free plan, and data warehouse or data lake integration is not currently available.
Who it suits
Basis suits finance teams needing collaborative planning, forecasting, scenario analysis, and reporting in a web platform. Its startup program targets startups with up to $10 million in pre-seed or seed funding and under $500,000 revenue across the prior two quarters.
What it does well
- Supports budgeting, forecasting, and scenario modeling
- Offers more than 100 listed integrations
- Unlimited dashboard viewers cost no extra
- Granular permissions support collaborative planning
- Includes workforce planning and financial consolidation
What to know first
- No free plan is available
- Premium NetSuite integrations cost extra
- No current data warehouse or data lake integration
- Essential and Growth plans have fixed monthly limits
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Essential | $249/mo; further discount available for annual contracts · 12-month forecast planning window · 2 custom reports · 2 active scenarios · 3 reporting packages · 3 custom modeling tables · 1 standard GL/ERP connection included | $249 a month |
| Growth | $699/mo; further discount available for annual contracts · 3-year forecast planning window · 5 custom reports · 3 active scenarios · 8 reporting packages · 10 custom modeling tables · 2 hours of Basis Care per month | $699 a month |
| Enterprise | Custom; contact us for a custom plan consultation · Custom number of accounting, HR, and CRM integrations · Premium NetSuite integration · Custom reports, scenarios, and modeling tables · Unlimited Basis Care | On request |
As basis.so lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
Basis combines planning, analytics, consolidation, and integrations in one finance platform. Review plan limits and the missing warehouse or lake connections before choosing it.
Facts from Basis's own pages
- Analytics
- Users can create dashboards with charts and tables, control access permissions, and share access with unlimited users at no additional cost. · basis.so, 9 Oct 2026
- Audience
- Basis describes its startup program as intended for startups with up to $10 million in pre-seed or seed funding and less than $500,000 in revenue over the prior two quarters combined. · basis.so, 9 Oct 2026
- Budgeting
- Yes · basis.so, 22 Sept 2026
- Collaboration
- The platform supports multiplayer planning with granular permissions for collaboration and confidentiality. · basis.so, 9 Oct 2026
- Examples
- Listed integrations include QuickBooks, Xero, NetSuite, Salesforce, HubSpot, ADP, BambooHR, and Workday. · basis.so, 9 Oct 2026
- Financial consolidation
- Yes · basis.so, 22 Sept 2026
- Forecasting
- It supports topline revenue, sales capacity, cash flow, OpEx, department budget, workforce, and financial statement forecasting. · basis.so, 9 Oct 2026
- Free plan
- No · basis.so, 22 Sept 2026
- Integrations
- Basis says it offers more than 100 integrations across general ledger, ERP, HR, and CRM systems, with premium NetSuite integrations available for an additional fee. · basis.so, 9 Oct 2026
- Limits
- The accounting and CFO firm pricing FAQ says Basis does not currently integrate with data warehouses or data lakes. · basis.so, 9 Oct 2026
- Product
- Basis is a strategic finance platform for forecasting, planning, performance analytics, and reporting. · basis.so, 9 Oct 2026
- Scenario modeling
- Yes · basis.so, 22 Sept 2026
- Scenario planning
- Users can adjust key inputs to explore how different assumptions may affect future outcomes. · basis.so, 9 Oct 2026
- Support
- All company plans list chat and email support and an online knowledge base; Growth includes two hours of Basis Care per month, and Enterprise includes unlimited Basis Care. · basis.so, 9 Oct 2026
- Templates
- Listed preconfigured templates include cash flow, deferred revenue, prepaid expense, fixed assets, workforce, recurring revenue, sales capacity, and revenue waterfall. · basis.so, 9 Oct 2026
- Variance analysis
- Yes · basis.so, 22 Sept 2026
- Workforce planning
- Yes · basis.so, 22 Sept 2026