Financial planning for finance teams who have outgrown Excel

Once your operations include multiple entities, teams, and integrations, financial models become complex and unmanageable. Leverage a financial planning platform to future-proof your finance operations.

Screenshot of a financial model dashboard for Acme Inc., showing the Q2 forecast. The dashboard is divided into sections such as Profit & Loss, Balance Sheet, and Cash Flow. The Profit & Loss section lists financial data including Revenue, Direct Costs, Gross Profit, OPEX, EBITDA, and Net Profit across months from January 2024 to August 2024. The Balance Sheet displays Assets, Liabilities, and Equity, while the Cash Flow section outlines movements in Operations and other categories. The left sidebar includes sheet categories like Consolidation and location-specific sheets such as Central Park, Brooklyn, and West Village.

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Unlock capabilities once reserved for best-in-class finance teams.

Screenshot of the Integrations dashboard displaying various connected accounting systems like Visma e-conomic, Microsoft Business Central, and QuickBooks Online. On the right, recent transactions are listed, such as Invoice #18573 for $87,940, Google Workspace for $890, and Rent, WeWork for $2,400.Screenshot illustrating version control in financial planning, featuring a version history timeline with labeled versions like Anchor, Series A, Revised Anchor, 1+11 Forecast, and 2+10 Forecast, highlighting different stages in budgeting and forecasting.Screenshot showcasing the reporting feature, with examples of auto-generated reports such as Monthly management report, Budget vs actuals, and a graph comparing Budget, Actuals, and Forecast data from January to December.Screenshot of collaboration settings, showing a user named Simon Jonson with the email simon@acme.com listed as a Limited viewer. Permission toggles for accessing P&L sheets (Sales & Marketing, Operations, General & Admin) and Balance sheet are displayed, allowing team collaboration with restricted access.

Finance teams are skilled and costly. Use their time wisely.

Instead of manual tasks like data imports, model maintenance, and report generation, let your finance team focus on high-value activities.

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Planning
Consolidation
Reporting
Use cases

Budgeting and forecasting

Craft financial plans, including P&L, balance sheet and cash flow, with the flexibility of spreadsheets. Leverage built-in integrations, version control, and collaboration to take financial planning to the next level.

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Screenshot of a Profit & Loss dashboard, displaying the Consolidated P&L with sections for Revenue, Direct Costs, and Gross Margin. A formula for calculating Gross Margin is highlighted, showing 'Direct costs[0] / Revenue[0]' as the calculation. The timeline shows data from January to May 2024.
Use cases

Multi-entity consolidation

Manage all your legal entities in one model. With native integrations, account mapping, currency conversion, and eliminations, Francis automates consolidation for multi-entity and multinational companies.

Screenshot of a consolidation dashboard showing financial sheets for different countries, including the UK, US, and Denmark (DK), with subcategories like Sales, Operations, Admin, and Customer Success. The sidebar indicates that all accounting systems were synced two minutes ago, and the P&L, Balance Sheet, and Cash Flow sections are visible.
Use cases

Management reporting

Run disciplined reporting in no time. Follow a monthly cadence of closing the month, analyzing variance, forecasting financials, and sharing reports powered by native connections and built-in features.

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Screenshot of an executive summary dashboard displaying charts for Revenue, Direct Costs, and Gross Margin. The charts show comparisons between Budget, Actuals, and Forecast data, with trends visible across a timeline from January to December.

Built to scale with your business

Whether you're scaling your business, expanding internationally, or simply want to craft more robust financial plans for your business, Francis works for you.

A row of logos from accounting software systems, including Xero, Microsoft Dynamics 365 Business Central, and Visma e-conomic.

Connect & stay synced

Connect to your accounting system and consolidate your account system and other tools.

A list of currency transactions showing amounts and currency codes. It includes $230.40 in USD, €13,820 in EUR, and £830.70 in GBP, with corresponding transaction codes like IC1001, EX1320, and EX2213.

Operate globally

Add multiple accounting systems to consolidate and streamline actuals across cross-border entities.

A dashboard displaying toggle switches for different financial models, including Consolidation, Rolling forecasting, and Revenue model. The Consolidation and Rolling forecasting toggles are enabled, while Revenue model is disabled. There's also an option to add a new sheet.

Customize to your needs

Craft financial models that reflect the unique logics and operations of your business.

A list of team members with their respective roles and access levels. The list includes Lars Anderson (Admin), Mia Jensen (Editor), and Eric Harman (Viewer), each accompanied by their email addresses.

Collaborate broadly

Collaborate with team members and stakeholders to create buy-in for and report on your plans.

Modern finance teams run on Francis

Visionary finance teams at industry leading companies use Francis to build healthier businesses.

Close-up of multiple beer cans in a cardboard box, featuring red and white designs on the labels, showcasing a neatly packed arrangement.

It's next level. We're consolidating nine entities, including inter-company transactions, which would not have been feasible in Excel.

Mia Lysemose, Chief Financial Officer at ÅBEN
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Creative office environment with employees working at computer stations, focused on vibrant designs displayed on their monitors. The workspace features an eye-catching, colorful mural in the background, adding an artistic and energetic vibe to the room. The setting includes large arched windows and shelves with plants, contributing to a dynamic and collaborative atmosphere

With Francis, we’re now better equipped to aid management in making informed decisions and navigating challenges.

Andreas Glenvig, Chief Financial Officer at SYBO Games
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Modern, minimalist coffee shop interior with wooden stools, tables, and shelves. Large windows allow natural light to fill the space, and stacked storage bins line the shelves.

Monthly follow-ups are now much easier. Instead of digging through our ERP for variance checks, everything is centralized, making the process faster and improving accountability.

Simon Nordlie, Chief Financial Officer at Coffee Collective
Hospitality & Retail
Cozy, minimalist bedroom with neutral-toned bedding, a wooden side table with a modern lamp, and a woven rug. A small plant is placed in the corner near a textured room divider.

Francis was the only platform that provided the modeling flexibility we needed without requiring external consultants to manage it.

Al-Harth Al Janaby, Finance Director at FRAMA
Multi-entity consolidation
How to get started

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Start planning.

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Step 1 icon
Connect your accounting system

Connect your accounting system from our list of native integrations to automatically import transactions data.

Step 2 icon
Create your model

Define the structure of your financial model, including P&L, balance sheet and cash flow statement.

Step 3 icon
Map your general ledger

Our native integrations give you direct access to your general ledger accounts. Map these to automatically pull actuals.

Step 4 icon
Start planning

With actuals at your disposal, start planning for the future.