BI for Finance Teams — Financial Analytics and Reporting

Finance analytics

Revenue, cash flow, unit economics, and budget tracking — powered by AI, connected to your billing, ERP, and bank data. Governed metrics that always tie out.

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Quick answer

Basedash is an AI-native BI platform for finance teams that connects billing, ERP, and bank data to track revenue, cash flow, unit economics, and budget variance — with natural language queries and governed metric definitions.

Real-time visibility into the numbers that drive your business.

Monthly revenue

$1.24M

+8.3%

Gross margin

72.4%

+1.2pp

Burn rate

$186K

-$12K

Runway

18.4 mo

+2.1 mo

CAC

$2,140

-$310

LTV:CAC

4.8x

+0.6x

From revenue reporting to runway analysis, Basedash handles the analytics finance teams need.

Revenue and billing analytics

Track MRR, ARR, revenue recognition, and billing trends by connecting Stripe, QuickBooks, or your ERP. The AI calculates metrics automatically from raw transaction data.

"Show me revenue recognized by month with deferred revenue breakdown"

Budget vs actuals tracking

Compare planned budgets against real spend across departments. Identify variances early and drill down into the line items driving deviation.

"Which departments exceeded budget this quarter and by how much?"

Cash flow and runway analysis

Monitor burn rate, runway, and cash flow in real time. Basedash connects bank data, billing, and payroll to give finance teams a unified cash picture.

"What is our current runway based on the last 3 months of burn rate?"

Unit economics and efficiency

Track CAC, LTV, payback period, and gross margin at the cohort and segment level. Understand which customer segments drive the best unit economics.

"Compare LTV:CAC ratio by acquisition channel for the last 4 quarters"

Accurate, governed, and auditable — the way finance teams need their analytics.

Governed financial metrics

Define revenue recognition rules, cost allocation methods, and financial KPIs once. The AI uses these definitions consistently so your numbers always tie out.

Multi-source financial data

Connect Stripe, QuickBooks, NetSuite, your data warehouse, and 750+ other sources. Build financial views that span your entire stack.

Board-ready reporting

Generate investor and board reports with consistent, governed metrics. Export or embed dashboards in Notion, Google Slides, or your investor portal.

Anomaly detection

Basedash surfaces unusual patterns in revenue, expenses, and unit economics. Get alerted when metrics deviate from expected ranges.

Self-serve for finance teams

Finance team members ask questions in plain English. No SQL required, no tickets to the data team. Get answers to financial questions in seconds.

Audit-friendly

Every query and metric definition is logged and traceable. Finance teams can reproduce any number and show exactly how it was calculated.

Get instant answers, uncover important trends, and make confident decisions faster.

Data & AnalyticsBreak down counts by type (categories, forms, service items) and show percentages.OperationsWhich customers have open issues tied to performance or reliability?EngineeringShow recent error logs and users impacted in the last week.OperationsShow customers with at least two visits or repeat usage in the last month.Data & AnalyticsBuild a quick-start KPI dashboard with filters and best-practice layout.ProductWhich features correlate most with conversion to paid?EngineeringFetch IDs created in a given month for a specific provider or integration.MarketingWhat is our blended cost per lead and cost per acquisition by channel?Data & AnalyticsIdentify top entities (e.g., products, practices, segments) by net earnings or volume.ProductWhich product areas are slowing users down (timeouts, latency, error-prone steps)?ProductAre there any features we added recently that increased engagement?MarketingList Google Ads campaigns and show CPC trends for each.MarketingWhich geographies are performing best this quarter by pipeline and closed-won?SalesHow many leads are currently close to closing?EngineeringWhich SDK versions or app versions are most error-prone?ProductDid anything else spike when a specific feature usage increased?EngineeringMake table links open detailed views in our admin tool.OperationsWhich tickets are trending by category and time to resolution?Data & AnalyticsHow many records/jobs/tasks were created or submitted in a given timeframe?MarketingWhich categories or segments contributed the most revenue or transactions?MarketingWhich campaigns or channels drove the most leads and conversions this month?EngineeringWhat are the most common errors this month, and what endpoints are causing them?ProductShow onboarding conversion rate compared to last month.Data & AnalyticsTrend key KPIs over time and flag abnormal spikes.OperationsFilter paid organizations and show their current usage details.Data & AnalyticsBreak down counts by type (categories, forms, service items) and show percentages.OperationsWhich customers have open issues tied to performance or reliability?EngineeringShow recent error logs and users impacted in the last week.OperationsShow customers with at least two visits or repeat usage in the last month.Data & AnalyticsBuild a quick-start KPI dashboard with filters and best-practice layout.ProductWhich features correlate most with conversion to paid?EngineeringFetch IDs created in a given month for a specific provider or integration.MarketingWhat is our blended cost per lead and cost per acquisition by channel?Data & AnalyticsIdentify top entities (e.g., products, practices, segments) by net earnings or volume.ProductWhich product areas are slowing users down (timeouts, latency, error-prone steps)?ProductAre there any features we added recently that increased engagement?MarketingList Google Ads campaigns and show CPC trends for each.MarketingWhich geographies are performing best this quarter by pipeline and closed-won?SalesHow many leads are currently close to closing?EngineeringWhich SDK versions or app versions are most error-prone?ProductDid anything else spike when a specific feature usage increased?EngineeringMake table links open detailed views in our admin tool.OperationsWhich tickets are trending by category and time to resolution?Data & AnalyticsHow many records/jobs/tasks were created or submitted in a given timeframe?MarketingWhich categories or segments contributed the most revenue or transactions?MarketingWhich campaigns or channels drove the most leads and conversions this month?EngineeringWhat are the most common errors this month, and what endpoints are causing them?ProductShow onboarding conversion rate compared to last month.Data & AnalyticsTrend key KPIs over time and flag abnormal spikes.OperationsFilter paid organizations and show their current usage details.

SalesWhich accounts are likely to expand based on recent product activity?MarketingAre we seeing a drop in lead volume year over year? Which months and segments are down?EngineeringHow many auth configs or connected accounts exist for provider X?MarketingShow campaigns with delivery errors that still spent in the last 24 hours.ProductWhat is our WAU/MAU and how is it trending?SalesList all workspaces with an upcoming renewal in the next month.Data & AnalyticsShow me revenue and subscription growth.OperationsSurface users who recently hit errors or experienced slow response times.SalesWhat should a sales-facing dashboard include for quick qualification and follow-up?Data & AnalyticsPull IDs or names for items matching a keyword across connected sources.SalesWhich opportunities are stuck beyond the expected stage duration?ProductIdentify the magic moment that predicts long-term engagement.EngineeringWhich services or endpoints have the highest error rates this week?ProductWhich cohorts have the highest week-8 retention?MarketingWhat should be on a performance dashboard for our account managers?OperationsGive me a table of all new users with their signup source/medium.SalesWhat accounts had the largest expansions this quarter?EngineeringFind domains or metadata for a list of organizations from builder records.SalesWhich accounts are a churn risk?MarketingWhat is our CAC?SalesWhich organizations that have not converted to paid are the most active?ProductShow retention by cohort and first-usage month.MarketingHow many deals or opportunities are in our current campaign from a specific region?SalesWho are the most engaged accounts in the last 14 days?OperationsWhich customers are running into more bugs recently?SalesWhich accounts are likely to expand based on recent product activity?MarketingAre we seeing a drop in lead volume year over year? Which months and segments are down?EngineeringHow many auth configs or connected accounts exist for provider X?MarketingShow campaigns with delivery errors that still spent in the last 24 hours.ProductWhat is our WAU/MAU and how is it trending?SalesList all workspaces with an upcoming renewal in the next month.Data & AnalyticsShow me revenue and subscription growth.OperationsSurface users who recently hit errors or experienced slow response times.SalesWhat should a sales-facing dashboard include for quick qualification and follow-up?Data & AnalyticsPull IDs or names for items matching a keyword across connected sources.SalesWhich opportunities are stuck beyond the expected stage duration?ProductIdentify the magic moment that predicts long-term engagement.EngineeringWhich services or endpoints have the highest error rates this week?ProductWhich cohorts have the highest week-8 retention?MarketingWhat should be on a performance dashboard for our account managers?OperationsGive me a table of all new users with their signup source/medium.SalesWhat accounts had the largest expansions this quarter?EngineeringFind domains or metadata for a list of organizations from builder records.SalesWhich accounts are a churn risk?MarketingWhat is our CAC?SalesWhich organizations that have not converted to paid are the most active?ProductShow retention by cohort and first-usage month.MarketingHow many deals or opportunities are in our current campaign from a specific region?SalesWho are the most engaged accounts in the last 14 days?OperationsWhich customers are running into more bugs recently?

Connect your own warehouse, or use Basedash Warehouse to visualize all your data in one place.

See all 750+ integrations

Basedash vs finance analytics tools

How Basedash compares to spreadsheet-based and legacy financial reporting.

Capability	Basedash	Traditional tools
AI-generated financial dashboards	Yes	No
Natural language financial queries	Yes	SQL or spreadsheets
Multi-source (billing + ERP + bank + warehouse)	750+ sources	Manual exports
Governed metric definitions	Built-in	Spreadsheet-based
Real-time cash flow tracking	Yes	Monthly reconciliation
Board-ready exports	One-click	Manual formatting
Self-hosting	Available	Rarely

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Finance analytics FAQ

What financial metrics can Basedash track?

Basedash can track MRR, ARR, revenue recognition, gross margin, burn rate, runway, CAC, LTV, payback period, net revenue retention, budget vs actuals, and any custom financial KPI. Metrics are calculated from your billing, ERP, and warehouse data.

How does Basedash connect to our accounting system?

Basedash integrates with QuickBooks, NetSuite, Stripe, and 750+ other data sources. You can connect directly or sync through your data warehouse. Read-only access ensures Basedash never modifies your financial records.

Can our finance team use Basedash without SQL knowledge?

Yes. Finance team members describe what they need in plain English — 'Show me revenue by product line this quarter' — and the AI generates the query, runs it, and returns visual results. No SQL, no spreadsheet wrangling.

How does Basedash ensure financial data accuracy?

Basedash uses governed metric definitions that you configure. Revenue recognition rules, cost allocation methods, and KPI formulas are defined once and applied consistently. Every query is logged for audit traceability.

Can we use Basedash for board and investor reporting?

Yes. Basedash dashboards use the same governed definitions as your internal analytics. Export reports or embed live metrics in Notion, Google Slides, or your investor portal. The numbers in your board deck always match your internal data.

We can help you migrate your data and dashboards from any other tool.

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Financial intelligence your team can trust

Your financial metrics, live

Finance workflows, simplified