---
title: Basis Reviews
meta_title: 'Basis Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 12 reviews by the users' company size, role or industry to
  find out how Basis works for a business like yours.
aggregate_rating:
  rating_value: 4.9
  review_count: 12
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Basis Reviews
**Vendor:** Basis Finance  
**Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)  
**Average Rating:** 4.9/5.0  
**Total Reviews:** 12
## About Basis
Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.






- [View Basis pricing details and edition comparison](https://www.g2.com/products/basis-basis/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-19+16%3A44%3A19+-0500&secure%5Bsession_id%5D=f19cabef-546a-4e80-823a-2b87082bc8c5&secure%5Btoken%5D=00643d747d996e5ffbb4bff58cf0b0f2ba25390d003eb1fa1a3004233c3ff334&format=llm_user)

## Basis Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Financial Planning**
- Extended Planning
- Reporting
- Integration

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

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