Basis
Forecasting 2.0 is live — read the changelogEvery revenue number.
Every revenue number.
One live source of truth.
Basis connects your CRM, billing and warehouse, then keeps dashboards, forecasts and alerts in sync — so the Monday number is the same in every room.
- Free 14-day trial
- No credit card
- Setup in under an hour
Forecast recalculated· just nowChurn alert → #cs-team· 2mSalesforce sync· 14sNRR updated · 118%· 1hBoard digest sent· 09:003 deals slipped to Q3 · flagged· 1hStripe reconcile · $1.2M· 4mNew cohort report shared· 12mForecast recalculated· just nowChurn alert → #cs-team· 2mSalesforce sync· 14sNRR updated · 118%· 1hBoard digest sent· 09:003 deals slipped to Q3 · flagged· 1hStripe reconcile · $1.2M· 4mNew cohort report shared· 12m
2,400+ teams run their numbers on Basis
NorthbeamAcquireFieldsetMonogramCrestlineParcelHatchetLumen & CoStandardFoundryAtlas OpsKeystone
0+
Teams on Basis
$0B
ARR tracked
0
Native integrations
0%
Uptime, trailing 12 mo
The platform
Four modules, one data model
Everything reads from the same synced sources — change a definition once and every dashboard, forecast and alert follows.
Dashboards
Every revenue number, one screen — live, not last week's export.
- 40+ prebuilt revenue widgets
- Drag-and-drop layout, per-team views
- Drill from chart to row-level data
Before / after
Retire the spreadsheet stack
The same six jobs, timed — before and after the switch.
ROI calculator
What does manual reporting cost you?
Your numbers, not ours — drag the sliders.
Hours back / month
66
Saved / year
$71,100
Growth plan pays for itself in
1 day
Assumes Basis automates 85% of recurring report work, vs the $49/mo Growth plan.
Start savingCustomers
Read case studies →The number everyone agrees on
“We killed four spreadsheets the first week. Board prep went from two days to forty minutes.”
“Forecast accuracy moved from ±30% to ±8% in two quarters. The board noticed.”
“The first tool reps actually open. Pipeline reviews run off one screen now.”
“Setup was an afternoon. The Stripe + Salesforce join used to take our analyst a week per quarter.”
“Alerts caught a silent churn cohort worth $400k ARR before the QBR did.”
“We finally have one number everyone agrees on. That alone was worth it.”
“We killed four spreadsheets the first week. Board prep went from two days to forty minutes.”
“Forecast accuracy moved from ±30% to ±8% in two quarters. The board noticed.”
“The first tool reps actually open. Pipeline reviews run off one screen now.”
“Setup was an afternoon. The Stripe + Salesforce join used to take our analyst a week per quarter.”
“Alerts caught a silent churn cohort worth $400k ARR before the QBR did.”
“We finally have one number everyone agrees on. That alone was worth it.”
“Setup was an afternoon. The Stripe + Salesforce join used to take our analyst a week per quarter.”
“Alerts caught a silent churn cohort worth $400k ARR before the QBR did.”
“We finally have one number everyone agrees on. That alone was worth it.”
“We killed four spreadsheets the first week. Board prep went from two days to forty minutes.”
“Forecast accuracy moved from ±30% to ±8% in two quarters. The board noticed.”
“The first tool reps actually open. Pipeline reviews run off one screen now.”
“Setup was an afternoon. The Stripe + Salesforce join used to take our analyst a week per quarter.”
“Alerts caught a silent churn cohort worth $400k ARR before the QBR did.”
“We finally have one number everyone agrees on. That alone was worth it.”
“We killed four spreadsheets the first week. Board prep went from two days to forty minutes.”
“Forecast accuracy moved from ±30% to ±8% in two quarters. The board noticed.”
“The first tool reps actually open. Pipeline reviews run off one screen now.”
12 native integrations
Connect once; Basis keeps the joins, currencies and definitions in sync from then on.
- SalesforceCRM
- HubSpotCRM
- StripeBilling
- ChargebeeBilling
- NetSuiteERP
- QuickBooksAccounting
- SnowflakeWarehouse
- BigQueryWarehouse
- PostgresDatabase
- SlackMessaging
- LookerBI
- SegmentCDP
Security, on the record
Row-level data stays in your systems; everything we cache is encrypted and auditable.
- SOC 2 Type II
- Audited annually
- GDPR
- DPA available
- ISO 27001
- Certified
- SSO / SAML
- Okta, Entra, Google
- Encryption
- AES-256 at rest, TLS 1.3
- Uptime
- 99.99% trailing 12 mo
One source of truth by Friday
Connect two sources, invite the team, retire the spreadsheet. Free for 14 days, no card required.