Revenue close, reconciliation, and auditor evidence

A calmer close for complex revenue.

Basis brings billing, revenue, bank activity, and owner review onto one signed ledger so SaaS finance teams ship clean numbers without the week-long spreadsheet sweep.

$4.2Breconciled revenue
11.3hsaved per close
0.04%median variance
Close package - Q1 2026

Owner ledger

Auditor share ready
EntityOwnerVarianceState
Marisol & Co.Mar closeAri Rosales0.018%signed
Northbeam CapitalMar closeLeona Wirth0.124%review
Verena FoodsMar closeTessa Imani0.041%signed
Cresterra LabsMar closeJonah Vale0.009%auto-closed

Next owner decision

Northbeam Capital crossed the 0.10% deferred revenue threshold. Approve the journal or return it with a note. Basis re-signs the close package on save.

Trusted by finance teams at

Marisol & Co.Northbeam CapitalVerena FoodsCresterra LabsHalifax TradeOtterbridge Health
Operating model

Three motions replace the period-end sweep.

Ledger

Billing, bank, and GL agree in one place.

Basis signs every source change into an owner-readable ledger, then keeps the reconciliation trail attached to the close.

Review

Finance leaders review exceptions, not exports.

Thresholds surface the accounts that need judgment. Everything inside policy closes with evidence already bundled.

Audit

Auditors get the package without slowing the team.

Read-only audit rooms collect journals, variance notes, and source documents by period, entity, and reviewer.

Review

The queue is small because the policy is doing the sorting.

Set variance rules by account, entity, and close calendar. Basis keeps low-risk work moving and sends the messy pieces to the right owner with context intact.

Owner review

March queue

3 open

Deferred revenue

owner note needed

$18,420

FX remeasurement

policy match

$7,813

Cash application

bank feed lag

$4,106

Audit package

Signed reconciliation ledger
Revenue policy map
Journal approval history
Source document bundle
Read-only auditor room
Audit

Evidence is organized before anyone asks for it.

Each close package is immutable, permissioned, and tied to the approvals that created it. Auditors get a clean room. Your team keeps moving.

Pricing

Start with the close window that hurts most.

Both plans include onboarding, close calendar setup, and a finance systems review before your first period is live.

Close room

For finance teams replacing spreadsheet reconciliation.

$2,400/mo

  • 5 entities
  • 2 ERP or billing sources
  • Quarterly audit export
Most selected

Revenue control

For teams with complex billing and owner review.

$4,800/mo

  • Unlimited entities
  • Variance routing
  • Dedicated close architect
Quiet revenue close

Re-run your last close on Basis in 30 minutes.

Bring a recent trial balance and a billing export. We will show variance, owner review, and the audit package on your real data.