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Next-generation FP&A platform combining spreadsheet-like flexibility with database structure for financial modeling and planning.

Pricing

Custom quote

Founded

2021

Team size

11-50 employees

Headquarters

San Francisco, CA

About Basis

Basis is a strategic-finance / FP&A platform that connects to accounting, ERP, HRIS and CRM systems to automatically collect and clean business data, then generate budget-vs-actuals reports, rolling forecasts and executive dashboards. It helps finance and executive teams monitor current performance and run scenario planning, with automated weekly, monthly and quarterly reporting. It targets finance teams at businesses and accounting firms.

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

The vendor hasn’t added security or compliance details yet.

Pricing

Commercial model

Pricing model: Custom quote

Free trial: No

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Company-size fit has not been specified yet.

Buyer Fit & Positioning

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections