Collaboration

Collaborate with your broader organization

Collaborate with team members and simplify finance across the organization, creating buy-in and enthusiasm for company plans.

Team invitation interface showing a list of members with their email addresses, roles, and permissions. Members include Lars Anderson in Finance as Owner, Mia Jensen in Operations as Admin, Eric Harman in Marketing as Editor, and Simon Jonson in Sales as Viewer.

There's no point in having a plan if nobody follows it

Engage your whole organization to make planning collaborative, share insights and drive accountability across teams.

How it works

Include colleagues in the planning process

Icon representing a group or team, used to symbolize collaboration or user management features.

Collaborative planning

Invite colleagues and stakeholders to collaborate on financial plans to create buy-in across teams.

Icon depicting a pencil and a square, symbolizing editing, writing, or document creation.

Document your work

Use formula comments to ensure your work is well documented, making it easier for your team to provide inputs.

Icon depicting a checkmark inside a circular shape, symbolizing completion, approval, or success.

Status updates

Guidelines are critical. With row statuses, collaborators can easily convey progress in their work.

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Self-serve analytics

Give department heads direct access to Francis, allowing them to evaluate performance on an ongoing basis.

"It's more efficient to collaborate with our team and clients, as we work on the same models and reports in one place. We used to work in different spreadsheets and had to compile it all afterwards."

Oliver Bottelet, Chief Executive Officer at PENAW

Fractional CFOs
Icon representing a group or team, used to symbolize collaboration or user management features.

Collaborative planning

Avoid the back-and-forth via email and create a sense of ownership by inviting colleagues to input numbers where they’re actually needed, rather than in a random Excel file.

Team collaboration dashboard for Francis Inc., showing user roles and permissions for team members Lars Anderson (Finance, Admin), Mia Jensen (Operations, Editor), Eric Harman (Marketing, Editor), and Simon Jonson (Sales, Viewer). Includes an email invite option to add new team members and shows consolidated P&L and balance sheet sections for various departments.
Icon depicting a pencil and a square, symbolizing editing, writing, or document creation.

Document your work

In addition to a readable formula syntax, formula comments allow you to document the reasoning behind complex formulas, making it easier for yourself and other users to understand the model.

Financial modeling dashboard for Francis Inc., showing a gross margin calculation of 43.7% in the Consolidated P&L. Includes a formula input for calculating gross margin by dividing direct costs by revenue, with a condition to avoid division by zero errors. Departments like Sales, Marketing, and Operations are visible in the consolidation sheet.
Icon depicting a checkmark inside a circular shape, symbolizing completion, approval, or success.

Status updates

Clear communication is effective communication. With status updates, your team can easily mark their work as Done, In Progress, or To Do.

Financial modeling dashboard for Francis Inc., showing task statuses for Consolidated P&L and Balance Sheet sections. Status options include No Status, To-do, In Progress, and Done, with corresponding icons for progress tracking. Departments such as Sales, Marketing, and Operations are visible in the consolidation sheet.
Icon showing a cursor pointer inside a square, symbolizing selection, interaction, or user interface navigation.

Self-serve analytics

Colleagues should be empowered to answer their own questions. With our Viewer and Limited viewer roles you can invite colleagues into your model without worrying about unintended changes.

User interface displaying regulated access for Simon Jonson with limited viewer permissions to various financial sections such as P&L and Balance Sheet. Toggle switches control access to Marketing, Operations, General & Admin, and Sales categories, emphasizing user roles and controlled data access in financial reporting software.

FAQ

Feel free to contact us if you have other questions.

Contact
Can I invite users to contribute to budgets directly in Francis?

Yes, you can invite collaborators directly into Francis as Editors or Viewers.

Can I limit user access to a certain part of my model?

Yes, you can invite users into Francis as Limited Viewers. Learn more here.

Can I invite collaborators as Limited Editors?

We're working on that. In the meantime, we recommend inviting the collaborators as Limited Viewers and having them go through finance to make updates.

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