TREASURY & SPEND INTELLIGENCE

THE LIVE DESKLIVE

Basis unifies cash, spend and yield into one continuously reconciled ledger — every number on this board is being computed right now.

CASH POSITION · LIVE
$4,422,073
+$07D
NET BURN / MO
$304,458
RUNWAY
14.5 MO
YIELD EARNED
$5,352
FEBMARAPRMAYHOVER TO INSPECT
SETTLING NOWSTREAMING
Stripe payout+$118,420.00
Payroll · Gusto−$96,480.00
AWS−$38,214.90
Treasury yield+$8,412.77
SOC 2 TYPE II · $2.1B UNDER MANAGEMENT · 99.99% UPTIME
02 · PROOF, NOT PERSUASION
AUDITED FIGURES · TTM
$4.2B
MOVED THROUGH BASIS, TTM
HOVER — DETAIL
MOVED THROUGH BASIS, TTM
214,388 wires and ACH transfers
42 currencies · 9 clearing rails
median settlement 3.4s
99.99%
PLATFORM UPTIME, 12 MO
HOVER — DETAIL
PLATFORM UPTIME, 12 MO
4 independent regions
26 min total degradation / yr
status.basis published live
3,400+
FINANCE TEAMS ON BASIS
HOVER — DETAIL
FINANCE TEAMS ON BASIS
seed to late-stage public prep
median onboarding 6 days
NPS 72 · churn under 2%
38bps
AVG. RECOVERED ON SPEND
HOVER — DETAIL
AVG. RECOVERED ON SPEND
duplicate + out-of-policy caught
yield on idle balances
priced against your float: never
TRUSTED BY TEAMS AT
NORTHWINDRamsey & Co.ARCLIGHTFielderOPALINEVantage LabsMERIDIAN AIRHollis+GrayTESSELLATEBright HarborNORTHWINDRamsey & Co.ARCLIGHTFielderOPALINEVantage LabsMERIDIAN AIRHollis+GrayTESSELLATEBright Harbor
03 · WHAT BASIS RUNS
03·ASPEND
Controls thatenforce themselves.

Write the policy once. Every card, invoice and reimbursement obeys it in real time — no chasing, no month-end surprises.

LIVE DEMO — RUNNING
basisSPEND
Figma · seats ×4−$720.00APPROVED
Delta · JFK→SFO−$1,284.60REVIEW
AWS · overage−$3,418.22APPROVED
POLICY SAVINGS · MTD$2,836
03·BCLOSE
The ledgercloses itself.

Basis matches books to bank continuously. You watch the unreconciled number fall to zero — daily, not monthly.

LIVE DEMO — RUNNING
basisCLOSE
BOOKSBANK
Stripe payoutBNK ··4821
Gusto payrollBNK ··4821
AWS invoiceBNK ··7730
Northwind inv.BNK ··4821
UNRECONCILED$48,204.19CLOSED
03·CPLAN
See runway beforeit happens.

Scenarios recompute the forecast the moment you ask. Hiring plans, price changes, market shocks — answered in seconds.

LIVE DEMO — RUNNING
basisPLAN
RUNWAY UNDER SCENARIO18.6 MO
03·DCARDS
Issue, freeze,done.

Physical and virtual cards with policy built in. Freeze in one tap — the decline happens at the network, in milliseconds.

LIVE DEMO — RUNNING
basisCARDS
basisACTIVE
···· ···· ···· 4128
M. OKAFORENG · Nº 042
Uber · 02:41 AM−$64.20APPROVED
GitHub · seats−$252.00APPROVED
ONE TAP TO FREEZE
04 · HOW IT RUNS
Three moves. Then it runs itself.
MEDIAN GO-LIVE · 6 DAYS · 00%
STEP 01● LIVE

Connect

Banks, cards, payroll, ERP — read-write in minutes, not quarters.

ACCOUNTS LINKED12
FIRST SYNC94s
STEP 02○ AHEAD

Automate

Policies, approvals, matching and sweeps run continuously on every event.

RULES RUNNING48
EVENTS / DAY18,205
STEP 03○ AHEAD

See

One live board of cash, spend and runway — the numbers this page is computing.

REPORTS LIVE6
REFRESHREAL-TIME
05 · THE VAULT
UNDER THE DESK · SECURITY & SCALE
Your float neverleaves the vault.

Balances sit in your accounts, at partner banks, in your name. Basis holds permissions, not money — and every movement lands in an append-only log you can audit to the cent.

AUDIT LOG · APPEND-ONLYSEALING
14:02:10WIREFedwire out−$240,000.00a4f2…9c1e
14:03:17SWEEPTreasury ladder+$240,000.0077b0…d2aa
14:04:14ACHGusto payroll−$96,480.000c91…44f7
14:05:11YIELDT-bill coupon+$8,412.77e2d8…1b03
14:06:18CARDAuth · 240ms−$3,600.005f6a…c8e2
AES-256
ENCRYPTION AT REST & IN TRANSIT
SOC 2 · II
AUDITED CONTROLS, CONTINUOUS
4 REGIONS
ACTIVE-ACTIVE, ZERO-TRUST MESH
24 / 7
ANOMALY DESK, HUMAN + MODEL
WIRE +$118,420.00 SETTLED ··· FX EUR→USD 1.0842 ··· YIELD 4.35% APY ··· ACH −$38,214.90 CLEARED ··· CARD AUTH 240MS ··· SWEEP $240,000.00 LADDERED ··· UPTIME 99.99% ··· WIRE +$118,420.00 SETTLED ··· FX EUR→USD 1.0842 ··· YIELD 4.35% APY ··· ACH −$38,214.90 CLEARED ··· CARD AUTH 240MS ··· SWEEP $240,000.00 LADDERED ··· UPTIME 99.99% ···
06 · THE ECOSYSTEM
Plugged intoyour stack.

Ledgers, banks, payroll and data warehouses sync both ways. Basis is the layer where they finally agree.

NATIVE INTEGRATIONS12
EVERYTHING ELSEAPI + WEBHOOKS
SYNC LATENCY< 60s
basis
HUB
QuickBooks
LEDGER
NetSuite
ERP
Stripe
PAYMENTS
Gusto
PAYROLL
Snowflake
DATA
Xero
LEDGER
Slack
COMMS
Workday
HRIS
07 · PRICING
Priced like software.Never against your float.
YOUR MONTHLY SPEND UNDER MANAGEMENT$1,200,000 / MO
$50K$500K$5M
RECOMMENDED ▴
STARTER
$0/ MO

Every core: accounts, cards, live board.

AT $1.2M SPENDOVER LIMIT
Up to $250K monthly spend
5 seats · 5 cards
Daily reconciliation
Community support
Start free
GROWTH
$149$149/ MO

Controls and automation at scale.

AT $1.2M SPEND$289
Unlimited spend · 2bps over $500K
Unlimited seats & cards
Continuous close + policies
Priority support, 2h SLA
Start free
SCALE
$499$499/ MO

Multi-entity, audit-grade, yours.

AT $1.2M SPEND$499
Flat fee — volume never bills
Multi-entity + consolidation
Custom ERP sync · SSO/SCIM
Dedicated CSM + shared Slack
Talk to us
EVERY LIMIT, GRADEDSTARTERGROWTHSCALE
TREASURY
Connected accounts312Unlimited
Yield on idle cash4.10% APY4.35% APY4.35% + ladder
SPEND CONTROL
Cards5UnlimitedUnlimited
Approval chains1 step5 stepsCustom
Policy rulesCore set48 rulesUnlimited
CLOSE & BOOKS
ReconciliationDailyContinuousContinuous
Close calendarIncludedIncluded
ERP syncQuickBooks, Xero+ NetSuite+ Custom ERP
SUPPORT
Audit exportsCSVCSV + APIAuditor seat
Uptime SLA99.9%99.99%
HOW WE MAKE MONEY

Software fees and card interchange. That's the whole model. Your idle cash earns 4.35% APY in your name, at partner banks — we never earn on your float, so we never have a reason to slow it down.

08 · VOICES
FINANCE PEOPLE, ON THE RECORD
Nº 01MONTHLY CLOSE6D → 9H
“We closed March in nine hours. Our auditors asked what changed. Everything changed.”
MMAYA OKAFOR · VP FINANCE, Arclight
Nº 02BOARD PREP2W → LIVE
“The board stopped asking for the model. They just open Basis.”
DDEVAN RAO · CFO, Tessellate
Nº 03OUT-OF-POLICY−94%
“Policy runs itself now. I read exceptions, not receipts.”
SSAM ELLISON · CONTROLLER, Bright Harbor
09 · THE PART WHERE YOU START
Open your accountin minutes.

Connect your first account today. Watch your board compute itself by tomorrow morning.

Open account
Talk to us
SOC 2 TYPE II · FDIC-INSURED PARTNER BANKS · AES-256
MOVED THROUGH BASIS
SINCE YOU OPENED THIS PAGE
$184,620
ALL SYSTEMS OPERATIONAL

Treasury & spend intelligence for companies that take their numbers seriously.

THE CLOSE — ONE EMAIL, MONTHLY
NEW YORK
09:42:07
basis
© 2026 BASIS FINANCIAL, INC.SOC 2 TYPE II · PCI DSS · GDPR · AES-256

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