IBM Planning Analytics From $875/mo 8.9 Visit Basis
basis.so
Spec sheet
- Product
- Basis is a strategic finance platform for forecasting, planning, performance analytics, and reporting.Read 9 Oct 2026 · basis.so
- 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.Read 9 Oct 2026 · basis.so
- Free plan
- NoRead 22 Sep 2026 · basis.so
- 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.Read 9 Oct 2026 · basis.so
- 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.Read 9 Oct 2026 · basis.so
- Analytics
- Users can create dashboards with charts and tables, control access permissions, and share access with unlimited users at no additional cost.Read 9 Oct 2026 · basis.so
- Budgeting
- YesRead 22 Sep 2026 · basis.so
- Collaboration
- The platform supports multiplayer planning with granular permissions for collaboration and confidentiality.Read 9 Oct 2026 · basis.so
- Examples
- Listed integrations include QuickBooks, Xero, NetSuite, Salesforce, HubSpot, ADP, BambooHR, and Workday.Read 9 Oct 2026 · basis.so
- Financial consolidation
- YesRead 22 Sep 2026 · basis.so
- Forecasting
- It supports topline revenue, sales capacity, cash flow, OpEx, department budget, workforce, and financial statement forecasting.Read 9 Oct 2026 · basis.so
- Limits
- The accounting and CFO firm pricing FAQ says Basis does not currently integrate with data warehouses or data lakes.Read 9 Oct 2026 · basis.so
- Scenario modeling
- YesRead 22 Sep 2026 · basis.so
- Scenario planning
- Users can adjust key inputs to explore how different assumptions may affect future outcomes.Read 9 Oct 2026 · basis.so
- Templates
- Listed preconfigured templates include cash flow, deferred revenue, prepaid expense, fixed assets, workforce, recurring revenue, sales capacity, and revenue waterfall.Read 9 Oct 2026 · basis.so
- Variance analysis
- YesRead 22 Sep 2026 · basis.so
- Workforce planning
- YesRead 22 Sep 2026 · basis.so
Plans and prices
Essential $249 a month $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 Read 9 Oct 2026 · basis.so
Growth $699 a month $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 Read 9 Oct 2026 · basis.so
Enterprise Priced on request 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 Read 9 Oct 2026 · basis.so
Where Specifiction places it
- Financial Forecasting Software#14 of 758.0
- Advertising Campaign Management Software#3 of 117.8
- Financial Planning & Analysis Software#66 of 917.2
