Basis vs ProjectionHub
Basis
basis.soProjectionHub
projectionhub.comSide by side
| Figure | Basis | ProjectionHub |
|---|---|---|
| Price from | $249/mo | Free |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Plans published | 3 | 10 |
| Spec score · Financial Forecasting Software | 8.0 (#14) | 8.6 (#2) |
| 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. | ProjectionHub+ is aimed at business advisors, consultants, serial entrepreneurs, and entrepreneurial support organizations. |
| 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. | The maker states templates can be used in Excel and Google Sheets, with Apple Numbers also supported to a lesser extent. |
| Product | Basis is a strategic finance platform for forecasting, planning, performance analytics, and reporting. | ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning. |
| 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. | Support is offered through live chat, email and video demonstrations on weekdays from 9 a.m. to 5 p.m. Eastern Time. |
Plans
ProjectionHub
- Individual Projection TemplatesFree
- SBA Readiness ReviewFree
- SBA Expert Consultation$150, paid once
- SaaS Bundle$179, paid once
- ProjectionHub+$499, paid once
- ProjectionHub+ (ALL templates)$499, paid once
- SBA Pre-Qualification$500, paid once
- Financial Projections$750, paid once
- Business Plan + Projections$2,500, paid once
- Financial Projections + Business Plan Package + SBA Concierge Service$3,500, paid once
In their own words
ProjectionHub
ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning. Its library contains more than 100 CPA-developed templates for specific industries. Templates generate five-year income statements, cash flow statements, and balance sheets, with monthly and annual projections. Industry-specific revenue models, highlighted inputs, and customizable financial models help users adapt them to a business. They are designed for Excel and compatible with Google Sheets; Apple Numbers usually works, though it receives less support. Individual templates are available free, while ProjectionHub+ offers lifetime access to the full library for one user or a small team. Larger organizations need a custom license. Other services include expert-created projections, custom business plans, SBA pre-qualification, and financial modeling. Complimentary weekday support is available through chat, email, and screenshare demonstrations, generally 9–5 EST. The company says templates may be used for client deliverables or internal planning, but not resold. Its privacy policy says it collects identifying details, including business financial projection information, and may use aggregated non-identifying data for its own purposes or publication or sale.