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app.baseline.so/overview
Overview
Revenue
Expenses
Reports
Team
Overview — March 2025
Monthly Revenue
$84.2K
↑ 14.3%
Net Profit
$31.6K
↑ 8.7%
Operating Cost
$52.6K
↑ 3.2%
DepartmentBudgetVariance
Engineering$28,000+$1,200
Marketing$12,000-$800
Operations$8,400+$340
Meridian Co Thornfield Luma Group Crestview Partners Atlas Supply Vantage Labs
Financial Clarity

Too many numbers. Too little meaning.

Baseline pulls data from your accounting software, banking feeds, and spreadsheets — then shows you what's actually happening, not just what happened.

  • Real-time P&L updated as transactions clear
  • Automatic categorization with 94% accuracy
  • Variance alerts when actuals diverge from budget
  • Cash flow projection 90 days forward
Revenue vs Expenses — Q1
Revenue
Expenses

Designed to Surface What Matters

Every metric has a story. Baseline writes that story in plain language, so the whole team stays aligned — not just the CFO.

Live Budget Tracking
Compare actual spend against budget in real time. Know when you're about to go over — not after the fact.
Scheduled Reports
Send weekly summaries to your board, investors, or department heads automatically — formatted and ready to read.
Instant Alerts
Set thresholds for any metric. Get notified via Slack or email the moment something needs your attention.
For Every Team

Built for people who care about how things work.

Baseline isn't just for finance. Department leads see their own budget view. Founders see the full picture. Everyone sees what they need — nothing more.

  • Role-based views with granular permissions
  • Custom dashboards per team or project
  • Comment on any metric, share context inline
  • Audit log for every change
Department Budgets — March
Department Allocated Spent Status
Engineering $28,000 $26,800 On track
Marketing $12,000 $12,800 Over budget
Sales $18,500 $16,200 On track
Operations $8,400 $7,900 Reviewing
HR & Admin $6,200 $5,800 On track
We replaced three separate tools and a weekly finance meeting with Baseline. Our team spends less time explaining numbers and more time acting on them.
SL
Sara Lindqvist
COO, Thornfield Group

Your numbers are ready to make sense.

Get your business data connected and reporting in under an hour. No data team required.

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