Financial planning for teams and agents
One platform for consolidation, budgeting, forecasting, financial reporting and business partnering. Powered by AI agents.
Francis
Search
Versions
Dashboards
Cost centers
Investor updates
Sheets
KPIs
Assumptions
Consolidation
CommentsCharts
CommentsChartsEnter formula or value
Profit and loss
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Revenue
472,164
497,437
514,500
524,300
536,300
558,400
588,000
615,400
633,800
647,200
665,900
695,400
Recurring
418,077
433,371
450,400
467,500
485,300
503,700
522,800
542,700
563,300
584,700
606,900
630,000
Implementation
54,087
64,066
64,100
56,800
51,000
54,700
65,200
72,700
70,500
62,500
59,000
65,400
Direct costs
-106,938
-110,804
-112,200
-117,700
-119,200
-120,900
-131,700
-133,800
-137,200
-143,700
-142,000
-150,900
Gross profit
365,226
386,633
402,300
406,600
417,100
437,500
456,300
481,600
496,600
503,500
523,900
544,500
Operating costs
-338,677
-340,954
-350,300
-357,600
-365,100
-372,800
-380,600
-388,600
-396,800
-405,100
-413,600
-422,300
EBITDA
26,549
45,679
52,000
49,000
52,000
64,700
75,700
93,000
99,800
98,400
110,300
122,200
EBITDA margin
5.6%
9.2%
10.1%
9.3%
9.7%
11.6%
12.9%
15.1%
15.7%
15.2%
16.6%
17.6%
Depreciation & amortization
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
EBIT
3,149
22,279
28,600
25,600
28,600
41,300
52,300
69,600
76,400
75,000
86,900
98,800
Financial items
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
Taxes
-812
-3,047
-5,500
-4,800
-5,500
-8,300
-10,700
-14,500
-16,000
-15,700
-18,300
-20,900
Net profit
-1,263
15,632
19,500
17,200
19,500
29,400
38,000
51,500
56,800
55,700
65,000
74,300
Balance sheet
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Assets
3,600,229
3,612,776
3,633,169
3,652,609
3,672,009
3,701,229
3,745,909
3,797,689
3,855,869
3,915,709
3,978,949
4,059,329
Liabilities
1,038,492
1,035,407
1,036,000
1,038,240
1,037,440
1,036,960
1,043,840
1,043,920
1,045,200
1,049,040
1,046,480
1,052,560
Equity
2,561,737
2,577,369
2,597,169
2,614,369
2,634,569
2,664,269
2,702,069
2,753,769
2,810,669
2,866,669
2,932,469
3,006,769
Cash flow
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Cash start period
1,160,000
1,147,897
1,135,627
1,137,769
1,144,769
1,149,969
1,156,909
1,173,309
1,198,569
1,237,429
1,281,949
1,325,629
Cash change
-12,403
-12,270
1,842
7,000
4,500
6,640
16,600
25,060
38,760
44,220
42,880
52,180
FX adjustments
300
0
300
0
700
300
-200
200
100
300
800
0
Cash end period
1,147,897
1,135,627
1,137,769
1,144,769
1,149,969
1,156,909
1,173,309
1,198,569
1,237,429
1,281,949
1,325,629
1,377,809
Q3 variance
Sales & Marketing
Consolidation
and intercompany
Automatically consolidate cross-border entities with purpose-built features for unifying account mappings and handling intercompany transactions and eliminations.
Francis
Search
Agent
Versions
Dashboards
Management report
Cost centers
Investor updates
Sheets
Financial statements
KPIs
Assumptions
Headcount
Financial statementsCommentsCharts
CommentsChartsEnter formula or value
Profit and loss
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Revenue
472,164
497,437
514,500
524,300
536,300
558,400
588,000
615,400
633,800
647,200
665,900
695,400
Recurring
418,077
433,371
450,400
467,500
485,300
503,700
522,800
542,700
563,300
584,700
606,900
630,000
Implementation
54,087
64,066
64,100
56,800
51,000
54,700
65,200
72,700
70,500
62,500
59,000
65,400
Direct costs
-106,938
-110,804
-112,200
-117,700
-119,200
-120,900
-131,700
-133,800
-137,200
-143,700
-142,000
-150,900
Gross profit
365,226
386,633
402,300
406,600
417,100
437,500
456,300
481,600
496,600
503,500
523,900
544,500
Operating costs
-338,677
-340,954
-350,300
-357,600
-365,100
-372,800
-380,600
-388,600
-396,800
-405,100
-413,600
-422,300
EBITDA
26,549
45,679
52,000
49,000
52,000
64,700
75,700
93,000
99,800
98,400
110,300
122,200
EBITDA margin
5.6%
9.2%
10.1%
9.3%
9.7%
11.6%
12.9%
15.1%
15.7%
15.2%
16.6%
17.6%
Depreciation & amortization
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
EBIT
3,149
22,279
28,600
25,600
28,600
41,300
52,300
69,600
76,400
75,000
86,900
98,800
Financial items
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
Taxes
-812
-3,047
-5,500
-4,800
-5,500
-8,300
-10,700
-14,500
-16,000
-15,700
-18,300
-20,900
Net profit
-1,263
15,632
19,500
17,200
19,500
29,400
38,000
51,500
56,800
55,700
65,000
74,300
Balance sheet
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Assets
3,600,229
3,612,776
3,633,169
3,652,609
3,672,009
3,701,229
3,745,909
3,797,689
3,855,869
3,915,709
3,978,949
4,059,329
Liabilities
1,038,492
1,035,407
1,036,000
1,038,240
1,037,440
1,036,960
1,043,840
1,043,920
1,045,200
1,049,040
1,046,480
1,052,560
Equity
2,561,737
2,577,369
2,597,169
2,614,369
2,634,569
2,664,269
2,702,069
2,753,769
2,810,669
2,866,669
2,932,469
3,006,769
Cash flow
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Cash start period
1,160,000
1,147,897
1,135,627
1,137,769
1,144,769
1,149,969
1,156,909
1,173,309
1,198,569
1,237,429
1,281,949
1,325,629
Cash change
-12,403
-12,270
1,842
7,000
4,500
6,640
16,600
25,060
38,760
44,220
42,880
52,180
FX adjustments
300
0
300
0
700
300
-200
200
100
300
800
0
Cash end period
1,147,897
1,135,627
1,137,769
1,144,769
1,149,969
1,156,909
1,173,309
1,198,569
1,237,429
1,281,949
1,325,629
1,377,809
Budgeting
and forecasting
Spreadsheet-like flexibility for budgeting, forecasting, and scenario planning. Fully version controlled so you can show what you planned and when you changed your mind.
Francis
Search
Agent
Versions
Dashboards
Cost centers
Investor updates
Sheets
KPIs
Assumptions
ConsolidationCommentsCharts
CommentsChartsEnter formula or value
Profit and loss
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Revenue
472,164
497,437
496,200
505,800
517,400
538,500
567,100
593,600
611,400
624,200
642,200
670,800
Recurring
418,077
433,371
434,400
451,000
468,100
485,800
504,300
523,500
543,400
564,000
585,200
607,700
Implementation
54,087
64,066
61,800
54,800
49,300
52,700
62,800
70,100
68,000
60,200
57,000
63,100
Direct costs
-106,938
-110,804
-108,200
-113,500
-114,900
-116,600
-127,000
-129,100
-132,300
-138,700
-137,000
-145,600
Gross profit
365,226
386,633
388,000
392,300
402,500
421,900
440,100
464,500
479,100
485,500
505,200
525,200
Operating costs
-338,677
-340,954
-337,900
-344,900
-352,200
-359,500
-367,200
-374,900
-382,700
-390,700
-398,800
-407,300
EBITDA
26,549
45,679
50,100
47,400
50,300
62,400
72,900
89,600
96,400
94,800
106,400
117,900
EBITDA margin
5.6%
9.2%
10.1%
9.3%
9.7%
11.6%
12.9%
15.1%
15.7%
15.2%
16.6%
17.6%
Depreciation & amortization
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
EBIT
3,149
22,279
26,700
24,000
26,900
39,000
49,500
66,200
73,000
71,400
83,000
94,500
Financial items
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
Taxes
-812
-3,047
-5,300
-4,600
-5,300
-8,000
-10,300
-14,000
-15,500
-15,200
-17,700
-20,200
Net profit
-1,263
15,632
17,800
15,800
18,000
27,400
35,600
48,600
53,900
52,600
61,700
70,700
Balance sheet
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Assets
3,600,229
3,612,776
3,633,169
3,652,609
3,672,009
3,701,229
3,745,909
3,797,689
3,855,869
3,915,709
3,978,949
4,059,329
Liabilities
1,038,492
1,035,407
1,036,000
1,038,240
1,037,440
1,036,960
1,043,840
1,043,920
1,045,200
1,049,040
1,046,480
1,052,560
Equity
2,561,737
2,577,369
2,597,169
2,614,369
2,634,569
2,664,269
2,702,069
2,753,769
2,810,669
2,866,669
2,932,469
3,006,769
Cash flow
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Cash start period
1,160,000
1,147,897
1,135,627
1,137,769
1,144,769
1,149,969
1,156,909
1,173,309
1,198,569
1,237,429
1,281,949
1,325,629
Cash change
-12,403
-12,270
1,842
7,000
4,500
6,640
16,600
25,060
38,760
44,220
42,880
52,180
FX adjustments
300
0
300
0
700
300
-200
200
100
300
800
0
Cash end period
1,147,897
1,135,627
1,137,769
1,144,769
1,149,969
1,156,909
1,173,309
1,198,569
1,237,429
1,281,949
1,325,629
1,377,809
Reporting
and dashboards
Automate your monthly reporting workflows with live-updating dashboards or take control of the narrative with reporting features optimized for great storytelling.
Francis
Search
Agent
Versions
Dashboards
Management report
Cost centers
Investor updates
Sheets
Consolidation
Denmark
Product
Engineering
Sales & Marketing
Admin
Management
Sweden
Norway
Eliminations
KPIs
Assumptions
Headcount
Management reportChartTableMetricHeader
Revenue
4.2% ($19,937) vs. Budget 2026
EBITDA
17.1% ($6,679) vs. Budget 2026
Net profit
66.3% ($6,232) vs. Budget 2026
Revenue forecastRecurringImplementation
472k497k515k524k536k558k588k615k634k647k666k695k
JanFebMarAprMayJunJulAugSepOctNovDec
Profit and loss
Actuals
Budget
Delta
Revenue
497,437
477,500
+19,937
Recurring
433,371
418,900
+14,471
Implementation
64,066
58,600
+5,466
Direct costs
-110,804
-107,200
-3,604
Gross profit
386,633
370,300
+16,333
Operating costs
-340,954
-331,300
-9,654
Staff costs
-240,008
-234,600
-5,408
Other operating costs
-100,946
-96,700
-4,246
EBITDA
45,679
39,000
+6,679
Depreciation & amortization
-23,400
-23,400
0
EBIT
22,279
15,600
+6,679
Financial items
-3,600
-3,600
0
Profit before tax
18,679
12,000
+6,679
Taxes
-3,047
-2,600
-447
Net profit
15,632
9,400
+6,232
Collaboration and
business partnering
Make financial planning a collaborative process by sharing access to your work with purpose-built features to avoid information leaks and unintended edits.
Francis
Search
Agent
Versions
Dashboards
Cost centers
Investor updates
Sheets
KPIs
Assumptions
ConsolidationCommentsCharts
CommentsChartsEnter formula or value
Profit and loss
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Revenue
472,164
497,437
514,500
531,300
536,300
558,400
588,000
615,400
633,800
647,200
665,900
695,400
Recurring
418,077
433,371
450,400
474,500
485,300
503,700
522,800
542,700
563,300
584,700
606,900
630,000
Implementation
54,087
64,066
64,100
56,800
51,000
54,700
65,200
72,700
70,500
62,500
59,000
65,400
Direct costs
-106,938
-110,804
-112,200
-117,700
-119,200
-120,900
-131,700
-133,800
-137,200
-143,700
-142,000
-150,900
Gross profit
365,226
386,633
402,300
413,600
417,100
437,500
456,300
481,600
496,600
503,500
523,900
544,500
Operating costs
-338,677
-340,954
-350,300
-357,600
-365,100
-372,800
-380,600
-388,600
-396,800
-405,100
-413,600
-422,300
EBITDA
26,549
45,679
52,000
56,000
52,000
64,700
75,700
93,000
99,800
98,400
110,300
122,200
EBITDA margin
5.6%
9.2%
10.1%
10.5%
9.7%
11.6%
12.9%
15.1%
15.7%
15.2%
16.6%
17.6%
Depreciation & amortization
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
-23,400
EBIT
3,149
22,279
28,600
32,600
28,600
41,300
52,300
69,600
76,400
75,000
86,900
98,800
Financial items
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
-3,600
Taxes
-812
-3,047
-5,500
-4,800
-5,500
-8,300
-10,700
-14,500
-16,000
-15,700
-18,300
-20,900
Net profit
-1,263
15,632
19,500
24,200
19,500
29,400
38,000
51,500
56,800
55,700
65,000
74,300
Balance sheet
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Assets
3,600,229
3,612,776
3,633,169
3,659,609
3,679,009
3,708,229
3,752,909
3,804,689
3,862,869
3,922,709
3,985,949
4,066,329
Liabilities
1,038,492
1,035,407
1,036,000
1,038,240
1,037,440
1,036,960
1,043,840
1,043,920
1,045,200
1,049,040
1,046,480
1,052,560
Equity
2,561,737
2,577,369
2,597,169
2,621,369
2,641,569
2,671,269
2,709,069
2,760,769
2,817,669
2,873,669
2,939,469
3,013,769
Cash flow
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Cash start period
1,160,000
1,147,897
1,135,627
1,137,769
1,146,169
1,156,969
1,163,909
1,180,309
1,205,569
1,244,429
1,288,949
1,332,629
Cash change
-12,403
-12,270
1,842
8,400
10,100
6,640
16,600
25,060
38,760
44,220
42,880
52,180
FX adjustments
300
0
300
0
700
300
-200
200
100
300
800
0
Cash end period
1,147,897
1,135,627
1,137,769
1,146,169
1,156,969
1,163,909
1,180,309
1,205,569
1,244,429
1,288,949
1,332,629
1,384,809
Changelog
See all releases- Write access for Francis Agent and MCPSince launch, the Francis Agent and Francis MCP have been read-only. They could tell you what was going on in your model, but making the change was still up to you. Now both can write to your workspace. Ask for a change in the Francis Agent, or in an MCP client like Claude or ChatGPT, and it’s made in your model. For example: Restructure your three-statement model from the ground up Map the chart of accounts for a new entity Find the difference when the balance sheet doesn’t balance Build next year’s budget from this year’s actuals. The Francis Agent and MCP clients act as the signed-in user, so they can only change what that person could change themselves. The Francis Agent applies changes directly to your model. In an MCP client, the client’s own settings decide whether you approve each change first. Owners can now choose which tools Francis MCP makes available. Read tools and write tools are separate settings under Settings → Connected apps, so you can keep connected clients read-only. Both are on by default. Write access is available in beta in every workspace with the Francis Agent or Francis MCP enabled. The Francis Agent has write access whenever it’s turned on.
- Francis MCP ServerThe Francis MCP server brings your financial models into the AI clients your team already uses, including Claude and ChatGPT. It’s available today on every Francis plan at no extra cost. The Francis Agent answers questions about your data inside Francis. But finance work also happens in other tools, and your numbers should be available there too. Until now, that meant pasting Excel exports into a chat. An export is a static snapshot without account mappings or budget versions, and it’s outdated after the next ERP sync. With the Francis MCP server, your AI client reads directly from your model, including mappings, versions and the latest data. Your group financials stay in Francis, and every answer reflects the current numbers. A workspace owner needs to enable MCP access in Settings → AI. At launch, the Francis MCP server supports Claude, Claude Code, ChatGPT, Codex, Cursor, GitHub Copilot and Grok. Once enabled, you’ll find client-specific setup instructions in Settings → Connected Apps. For example, to connect Claude: Open your Claude account Select Customize, then Connectors Search for Francis Click Connect. You can read more about the Francis MCP and find client-specific setup instructions in our documentation. Contact our team at support@francis.app, if you have trouble connecting. As with the Francis Agent, the Francis MCP server inherits the permissions of the member who connects it. An agent can never access data that member can’t access themselves. Only workspace owners decide which clients members can connect, and they can enable or disable individual clients directly from settings.
- Tracking categories from XeroYour chart of accounts shows what you spent, but not where. Francis now imports Xero tracking categories along with your journal entries. If you split your books by department, region, cost centre or store, you can work with those categories directly in breakdowns. Add a breakdown by tracking category to see actuals for each department or region, build budgets and forecasts for each cost centre, or compare plan against actuals store by store. Tracking categories are available by default on new Xero connections. If you connected Xero before 1 October 2026, reconnect once to move to the updated integration. If you need help reconnecting, email support@francis.app and we'll get you set up.