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 plansEssential $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
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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Sources
- basis.so/pricing· checked 22 Sept 2026
- basis.so/forecasting· checked 9 Oct 2026
- basis.so/integrations· checked 9 Oct 2026
- basis.so/analytics· checked 9 Oct 2026
- basis.so/accounting-and-cfo-firm-pricing· checked 9 Oct 2026
- basis.so/basis-for-startups· checked 9 Oct 2026




