Build financial models like you're used to
Combine the flexibility of spreadsheets with built-in features for financial planning to make modeling easier than ever.
Building financial models is easy. Maintaining them is hard.
Financial models decay over time and most require heavy maintenance after just three months. Instead, rely on built-in features to future-proof your set-up.
Craft unique plans for your business
Replicate existing logic
Bring your existing spreadsheet model and replicate the underlying logic with familiar formulas and functions.
Readable formulas
Build financial models using readable formulas for easier debugging and collaboration.
Month-by-month view
Financial models follow a monthly time series, enabling you to automate all repetitive tasks.
Built-in components
Leverage our built-in components to craft financial models that are easier to update over time.
Al-Harth Al Janaby, Finance Director at FRAMA
Replicate existing logic
We understand the effort put into crafting a financial model tailored to your business. With Francis, you can replicate your existing model, including all assumptions, drivers, and KPIs.
Human-readable formulas
Deciphering Excel formulas can be challenging. With Francis, our human-readable formula syntax simplifies auditing and collaboration. You can create formulas as usual, but now they’re easy to understand.
![A comparison table showing Francis formulas on the left and their equivalent Microsoft Excel formulas on the right. Examples include AVG_LAST_YEAR(“Revenue”[0]) in Francis and AVG(B16
) in Excel, AVG_YTD(“Revenue”[0]) in Francis and AVG(B16
) in Excel, as well as other similar mappings between both formula systems.](https://cdn.prod.website-files.com/66b3218a5000368ece32f129/66cf18255a969b6d5fc13c4f_Replicate%20existing%20logic.png)
Month-by-month view
Financial models in Francis follow a fixed monthly time series, aligning with finance team’s cadence and enabling automation for data imports, forecasting, variance analysis, and reporting.
Built-in components
Innovating on traditional spreadsheets, built-in components make modeling faster and more robust. Additionally, components enable model updates without breaking formulas or cell references.
Once you’ve built your model in Francis, all financial workflows, such as data imports, forecasting, reporting, variance analysis, and consolidation, are automated. Models also include templates and groups to make them more organized and easier to maintain.
You build your model yourself, but we offer support and video guides to help you. The idea is that you own your model and feel empowered to change it as you see fit, but we’re there if you need help. We prioritize flexibility so you can set up your model as you see fit.
We offer a free one hour proof of concept session during which we set up a model for you to see it in action. You’re welcome to continue with that model onwards. Please contact support@francis.app to learn more.
Francis is designed like a spreadsheet and includes several new powerful features. In our experience, users intuitively know how to navigate the spreadsheet interface and learn the new features after just a few hours of modeling.
We have video walkthroughs of the entire platform here. We also offer hands-on training as part of our onboarding program, typically three one-hour sessions. Additional training can be scheduled at a fixed rate.
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Connect your business data in less than 5 minutes.