Basis Hero
Basis is a cloud-based financial planning and analysis platform that automates financial planning and reporting for modern teams.

About this App

Why Basis

Basis is a strategic finance platform that helps teams bring together financial and operational data, create data-integrated forecasts, and provide business leaders with real-time analytics.

Eliminate manual processes
Connect to your business applications to automate data collection and preparation.

Save time on reporting
Replace tedious ad-hoc reports with automated reports and self-serve dashboards for department leaders and the executive team.

Track financial and operational KPIs
Automatically calculate and create data visualizations for your key financial and operational performance metrics.

Answer strategic questions faster
Quickly test assumptions and model outcomes with “what if” scenario plans.

Consolidate and manage complexity
Get your 3-statement financial model right out of the box. Set up forecasts for workforce planning, revenue, department-level P&L, and more.

Cost (from)


Free Practice Subscription


30 day free trial, fully functional, no credit/debit card required

Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
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  • iOS
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Geographies Served


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Visit Basis

Some details on this page are subject to change. If you see something wrong please contact us here.

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