G2

Matt G.

Member/Investor

Small-Business (50 or fewer emp.)

3/31/2023

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

5/5

What do you like best about Basis?

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! Review collected by and hosted on G2.com.

What do you dislike about Basis?

Everything is great so far. I haven't encountered any real problems. While there is a learning curve like any other tool, I was able to pick it up quickly during the implementation process. Moreover, the Basis team has been incredibly responsive on the customer service side, offering prompt and knowledgeable support whenever needed. Review collected by and hosted on G2.com.

What problems is Basis solving and how is that benefiting you?

Basis rolling forecasts have entirely transformed our financial planning process. With its seamless data flow and customized accessibility controls, each department can easily access forecasts, making it a valuable and effortless experience. During planning meetings, we use Basis to test different scenarios, adjusting numbers and watching changes flow through planning models. When the macroeconomic environment changed in 2022, we had to make tough decisions that required quick action. I proposed cost-cutting measures to our leadership team, and within half an hour, they were convinced of the path to profitability after visualizing it using Basis. Basis enables quick and informed decision-making, allowing us to stay ahead of the curve. Review collected by and hosted on G2.com.