Provides a REST API and no-code dashboard for businesses to integrate stable, high-fidelity financial data from SMB and commercial accounts. Enables use cases like automated CFO processes, comprehensive credit underwriting, real-time risk monitoring, and transaction-rich accounting, all while ensuring persistent connections and audit-ready documentation.
Funding
$6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many businesses struggle to efficiently access and integrate financial data from their SMB and commercial clients' accounts. This lack of seamless data integration hinders automation of CFO processes, complicates credit underwriting, impedes real-time risk monitoring, and creates friction in accounting workflows. Existing solutions often suffer from unstable connections and lack audit-ready documentation.
Solution
Basis provides a REST API and a no-code dashboard that enables businesses to integrate stable and high-fidelity financial data from SMB and commercial accounts. The platform focuses exclusively on business-related integrations, ensuring persistent data feeds and eliminating connection breaks due to MFA resets or password changes. Basis offers comprehensive financial insights with rich transactional context and profile attachments like PDF statements and check images. This allows businesses to streamline CFO automation, improve credit underwriting, enhance real-time risk monitoring, and automate accounting processes with audit-ready documentation.
Target Audience
Basis targets B2B fintech companies, lenders, and financial institutions that require reliable access to financial data from their business clients for use cases such as credit underwriting, risk monitoring, and CFO automation.
Features
- REST API for programmatic access to financial data
- No-code dashboard for easy implementation and workflow management
- Integrations focused exclusively on SMB and commercial accounts
- Automatic re-authentication to maintain persistent connections
- Profile attachments for rich context, including PDF statements and check images
- High-fidelity transactional data for mission-critical use cases
- OAuth integration for secure data access