Basis
The facts below are what the maker publishes about Basis, checked and dated. Our editors have not written about it yet.
Plans and prices
From Basis's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essential | $249 a month | 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/mo; further discount available for annual contracts |
| Growth | $699 a month | 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/mo; further discount available for annual contracts |
| Enterprise | Priced on request | Custom number of accounting, HR, and CRM integrations · Premium NetSuite integration · Custom reports, scenarios, and modeling tables · Unlimited Basis Care · Custom; contact us for a custom plan consultation |
The facts
Each one read from Basis's own pages, with the date it was checked.
What it does
- Analytics
- Users can create dashboards with charts and tables, control access permissions, and share access with unlimited users at no additional cost.checked 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.checked 9 Oct 2026
- Budgeting
- Yeschecked 22 Sep 2026
- Collaboration
- The platform supports multiplayer planning with granular permissions for collaboration and confidentiality.checked 9 Oct 2026
- Examples
- Listed integrations include QuickBooks, Xero, NetSuite, Salesforce, HubSpot, ADP, BambooHR, and Workday.checked 9 Oct 2026
- Financial consolidation
- Yeschecked 22 Sep 2026
- Forecasting
- It supports topline revenue, sales capacity, cash flow, OpEx, department budget, workforce, and financial statement forecasting.checked 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.checked 9 Oct 2026
- Limits
- The accounting and CFO firm pricing FAQ says Basis does not currently integrate with data warehouses or data lakes.checked 9 Oct 2026
- Product
- Basis is a strategic finance platform for forecasting, planning, performance analytics, and reporting.checked 9 Oct 2026
- Scenario modeling
- Yeschecked 22 Sep 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.checked 9 Oct 2026
- Templates
- Listed preconfigured templates include cash flow, deferred revenue, prepaid expense, fixed assets, workforce, recurring revenue, sales capacity, and revenue waterfall.checked 9 Oct 2026
- Variance analysis
- Yeschecked 22 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
- Scenario planning
- Users can adjust key inputs to explore how different assumptions may affect future outcomes.checked 9 Oct 2026
- Workforce planning
- Yeschecked 22 Sep 2026
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