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Yes, Francis supports dimensional planning. When you connect your accounting system, Francis automatically detects whether dimensions are being used. If dimensions are present, you can select the relevant ones for your planning purposes. Typically, customers use dimensions for departments, product lines, locations, and more.

Absolutely. One of the key advantages of Francis is its ability to seamlessly unify general ledgers across different accounting systems, allowing you to consolidate actuals even if the general ledger structures vary significantly between entities.

Yes. With our currency data source, you can define custom exchange rates between your base and target currencies, making it easy to unify your transaction data into a single currency for modeling and reporting. Francis converts actuals only during import, so you don’t need to alter your local operations—just continue working as usual.

The implementation time depends on the size of your business and the complexity of your financial plans. Typically, implementation involves three one-hour onboarding sessions over three weeks, with approximately 4 hours of work required between sessions.

In total, you can expect around 15-25 hours of work to fully implement Francis and get it up and running.

Currently, our native integrations include accounting systems and ERPs. However, with our Google Sheets integration, you can import virtually any tabular data from other business tools like CRMs or HRIS platforms.

If you have specific integration requests, please contact our support team at support@francis.app.

While building financial models in Excel is straightforward, maintaining them can be challenging. Francis allows you to create robust, automated financial models that are live-synced with your accounting system.

Additionally, Francis is designed specifically for FP&A, offering a wide range of embedded features for scenario planning, variance analysis, reporting, and drill-downs.

If you'd like to learn more about the benefits of using a dedicated FP&A platform over traditional spreadsheets like Excel or Sheets, please contact our team at sales@francis.app.

Francis is built on the premise that spreadsheets are the most accessible tool for finance teams to perform financial planning and analysis. While many other platforms offer similar capabilities — such as integration, reporting, and consolidation — they often require significant upskilling of the finance team and, in some cases, the involvement of external consultants.

The advantage of Francis’s spreadsheet interface is that your team already knows how to use the platform without prior experience. Francis functions like any other spreadsheet, allowing your team to remain autonomous, avoid the need for costly consultants, and easily collaborate with the rest of your organization.