On the recordRead 9 Oct 202617 facts
Basis
Plans and prices
Essential
$249a month, billed yearly
12-month forecast planning window · 2 custom reports · 2 active scenarios · 3 reporting packages
Read 9 Oct 2026 · basis.so
Growth
$699a month, billed yearly
3-year forecast planning window · 5 custom reports · 3 active scenarios · 8 reporting packages
Read 9 Oct 2026 · basis.so
Enterprise
Priced on request
Custom number of accounting, HR, and CRM integrations · Premium NetSuite integration · Custom reports, scenarios, and modeling tables · Unlimited Basis Care
Read 9 Oct 2026 · basis.so
On the record
- Analytics
- Users can create dashboards with charts and tables, control access permissions, and share access with unlimited users at no additional cost.basis.so · read 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 · read 9 Oct 2026
- Budgeting
- Yesbasis.so · read 22 Sep 2026
- Collaboration
- The platform supports multiplayer planning with granular permissions for collaboration and confidentiality.basis.so · read 9 Oct 2026
- Examples
- Listed integrations include QuickBooks, Xero, NetSuite, Salesforce, HubSpot, ADP, BambooHR, and Workday.basis.so · read 9 Oct 2026
- Financial consolidation
- Yesbasis.so · read 22 Sep 2026
- Forecasting
- It supports topline revenue, sales capacity, cash flow, OpEx, department budget, workforce, and financial statement forecasting.basis.so · read 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 · read 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 · read 9 Oct 2026
- Product
- Basis is a strategic finance platform for forecasting, planning, performance analytics, and reporting.basis.so · read 9 Oct 2026
- Scenario modeling
- Yesbasis.so · read 22 Sep 2026
- Scenario planning
- Users can adjust key inputs to explore how different assumptions may affect future outcomes.basis.so · read 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 · read 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 · read 9 Oct 2026
- Variance analysis
- Yesbasis.so · read 22 Sep 2026
- Workforce planning
- Yesbasis.so · read 22 Sep 2026
