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Basis Finance

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12 reviews
  • 2 profiles
  • 4 categories
Average star rating
4.9
Serving customers since

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Basis Finance Reviews

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Matthew W.
MW
Matthew W.
Co-Founder at Summer Health
04/13/2023
Validated Reviewer
Review source: Organic

Easily track and manage your finances for your company

What's great about this tool is that it comes with financial statement forecasts built-in, which you can then customize further using pre-made templates. The customer service team was fantastic in helping me get started with this tool, from onboarding to creating my first dashboards.
MS
Morgan S.
04/06/2023
Validated Reviewer
Verified Current User
Review source: Organic

SaaS Company Internal Finance Basis Use Case

The direct integration between basis and our CRM, Accounting software, and Payroll software, has drastically reduced manual data entry while increasing overall accuracy. This tool has allowed us to easily segment our company data to gain valuable reporting and forecasting metrics at the departmental level.
Matt G.
MG
Matt G.
CEO | Co-Founder at hiline
03/31/2023
Validated Reviewer
Verified Current User
Review source: Organic

Next level FP&A! Basis is a must have if you're ready to level up your company finances.

The implementation process was an absolute breeze -- all we had to do was connect our GL, and the Basis team took care of the rest. We were blown away by how quickly we could generate basic financial statement forecasts, which gave us invaluable insights into our operations in just one day! In the following two weeks, we worked closely with the Basis team to develop and refine our operating models. I use Basis every day!

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HQ Location:
New York, US

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What is Basis Finance?

Basis Finance Inc is a financial technology company that offers innovative solutions for financial operations. The company provides tools and services designed to streamline and optimize financial workflows for businesses. Through its platform, Basis Finance aims to enhance financial decision-making by providing detailed, real-time insights and automation tools.

Details

Website
basis.so