Unifying Your Business Operations Data
Basis shines by bringing together data from popular business operations platforms into one cohesive financial performance space.
Where to Manage Integrations?
Click into 'Settings', tucked in the lower left corner of the navigation bar.
Select the 'Integrations' tab
💡 Explore Your Options: This page is a treasure trove of growing connections available for integration.
Connected Integrations
Integration cards show which providers are connected and when your data was last synced. By default, Basis syncs with connected systems nightly.
Add New Integrations
Expanding your data sources is straightforward in Basis:
Starting the Process: Click 'Add Integrations' and follow the secure data authorization flow.
Post-Connection: Authorized connections appear in the Connected section, ready for data pulling into Blocks.
💡 Reached Your Limit? If you hit your integration cap, contact Basis support to chat about plan modifications for more integrations.
Creating Class Accounts
Basis allows the creation of Class-filtered accounts in your P&L for detailed financial modeling:
Preparation: Ensure transactions in your ERP system are tagged to the Classes you want to forecast.
Steps to Create:
Navigate to 'Settings' > 'Integrations'.
Click the Config icon on a synced ERP integration.
Activate Classes for desired P&L sections.
Choose the top-level class grouping from your ERP's hierarchy.
An Example to Clarify:
Say You Have: A "Travel" account under different departments like CS, S&M, R&D, G&A in QBO.
In Basis, You Get: Virtual accounts like "Travel - CS", "Travel - S&M", and so on.
Where to Find Them: These newly created accounts appear under the "Accounts by Class" tab in a Block's integrations modal.
💡 Note: Class accounts created this way are exclusive to Basis and won’t affect your ERP provider.