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What is Basis?

How Basis works, what it can do for your business and what makes it different from other solutions.

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Written by Support
Updated over a year ago

Basis is a Strategic Finance Platform designed for tech-forward finance teams. We show you how your business is doing and help your team project and track business performance in real time.

What can I do with Basis?

Use Basis to quickly:

  • Generate a 3-way cashflow forecast

  • Use templates to solve simple and complex planning problems

  • Connect templates to 3-way forecast to improve cashflow forecasting

  • Report against fixed forecasts and improve the accuracy of rolling forecasts

  • Monitor BvA, MoM, and multi-scenario variance analysis

  • Automate investor and monthly reporting packages

  • Create custom financial dashboards with comprehensive charts and tables

  • Connect data from any integration, Sheet, or flat file

  • Create and save What-if scenarios

These forecasting tools help teams surface the first signs of surprise and hold teams accountable against expected performance.

Who uses Basis?

Seasoned executives interested in measuring and managing financial performance.

  • CEOs who wish to understand how capital is being spent and ways to further invest in the business to improve key performance indicators.

  • CFOs who report on financials and help other executives make spending decisions.

  • Firms who wish to digitally transform and scale their services.

  • People execs who help other executives plan hires.

  • B2B SaaS teams who wish to automate SaaS metrics.
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What sets Basis apart?

Finance teams use 6+ cloud tools to run operations. We're betting the future of finance lives in cloud databases not offline spreadsheets. This is why Basis brings a suite of cloud FP&A spreadsheets to the data to realize the vision of end-to-end real-time reporting.

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