Basis

C
C tier on Financial Planning & Analysis SoftwareScore 5.5 · #84 of 89
Android app
Not listed
Free plan
No
Paid plans from
$249/mo
Runs on
Web

Summary

Basis is ranked #84 of 89 in financial planning & analysis software on Everything Xiaomi. It runs on Web. There is no free plan. Paid plans start at $249/mo.

Basis plans and pricing

All plans
Essential $249/mo $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 basis.so · 9 Oct 2026
Essential Not published 2 custom reports · 1 additional scenario plan · 3 reporting packages · 3 custom modeling tables · 12-month forecast planning window basis.so · 22 Sept 2026
Growth $699/mo $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 basis.so · 9 Oct 2026
Growth Not published 5 custom reports · 2 additional scenario plans · 8 reporting packages · 10 custom modeling tables · 3-year forecast planning window · 2 hours of Basis Care per month basis.so · 22 Sept 2026
Enterprise Not published Custom number of accounting, HR, and CRM data integrations · Premium NetSuite ERP data integration · Custom number of reports, scenario plans, and modeling tables · Unlimited Basis Care basis.so · 22 Sept 2026
Enterprise Not published 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 basis.so · 9 Oct 2026

Compared on financial planning & analysis software

Free plan
Nobasis.so
Forecast vs actuals
Yesbasis.so
Scenario modeling
Yesbasis.so

Facts

Budgeting
Yesbasis.so · 22 Sept 2026
Forecasting
Yesbasis.so · 22 Sept 2026
Variance analysis
Yesbasis.so · 22 Sept 2026
Workforce planning
Yesbasis.so · 22 Sept 2026
Financial consolidation
Yesbasis.so · 22 Sept 2026
Product
Basis is a strategic finance platform for forecasting, planning, performance analytics, and reporting.basis.so · 9 Oct 2026
Scenario planning
Users can adjust key inputs to explore how different assumptions may affect future outcomes.basis.so · 9 Oct 2026
Collaboration
The platform supports multiplayer planning with granular permissions for collaboration and confidentiality.basis.so · 9 Oct 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
Examples
Listed integrations include QuickBooks, Xero, NetSuite, Salesforce, HubSpot, ADP, BambooHR, and Workday.basis.so · 9 Oct 2026
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
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
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
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
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

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