Partner with Francis

Become a certified partner to receive benefits and offer clients an industry-leading financial planning platform.

Partner with FrancisStart free trial
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Commercial benefits

Partner with Francis to expand your service offering to include strategic FP&A, advancing your clients' businesses and reinforcing your role as a trusted partner.

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Bring new services into play

Move beyond foundational bookkeeping to deliver value in strategic areas like budgeting, forecasting and variance analysis.

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Unlock new clients

When Francis customers need support beyond our internal offerings, we refer them directly to our certified partner network.

Subscription discount options displayed on a financial platform, including a 25% discount for workspaces where clients are editors, a 50% discount for internal use where clients aren’t editors, and an option for unlimited internal collaborators, all marked as unlocked.

Receive discounts and added benefits

Francis Partners receive discounts of 25-50% on all plans, depending on customer requirements. Reach out to partner@francis.app to learn more.

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Customer stories

What made Fractional CFO, PENAW, choose Francis for financial planning

The couple Camilla and Oliver Bottelet founded PENAW, a financial consultancy that offers controlling and CFO services to a broad range of businesses. What started as a two-person team rapidly grew to...

Operational benefits

Elevate your operations by automating low-value tasks, freeing up time for strategic activities that consistently deliver value and impress your clients.

Financial dashboard showing transaction amounts for three accounting platforms: QuickBooks ($229.30), Business Central ($13,820), and Visma e-conomic ($830.70). The highlighted total for 27 June is $14,880, with other amounts like $10,260 and $17,395 also visible.

Automate and avoid mistakes

Connect your client's finance systems to automate data imports and remove the risks associated with manual data exports.

Task list on a financial dashboard with all tasks marked as complete, including 'Import updated actuals following months close,' 'Compare latest actuals against budget,' 'Update rolling forecast based on variance,' 'Tailor reporting to reflect latest updates,' and 'Generate management report for client.

Resolve client requests in minutes

Use our built-in financial planning features and familiar user-interface to answer client questions with ease, saving you hours of spreadsheet work.

Financial dashboard displaying budget variance charts for revenue and direct costs. The line charts compare budget, actuals, and forecast values over time, with data visualized for the year 2024.

Leverage best-in-class reporting

Customize and auto-generate reports designed to follow the financial reporting principles of the world’s leading companies.

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Highlighted segments

Learn how Fractional CFOs use Francis to build stronger client relationships

Discover how Fractional CFOs utilize Francis to automate routine tasks through integrations, elevating services from foundational activities to strategic advisory, ultimately delivering lasting value to their clients.

Partner with Francis to unlock discounts and added benefits

Certified partners receive discounts on all plans, with billing managed per workspace or client. You can choose to pass the billing on to your client or absorb the cost yourself.

50%
discount when clients aren't editors
Ideal for using Francis as an internal tool with polished reports or inviting clients into Francis as viewers.
25%
discount when clients are editors
Ideal if your clients want to collaborate on their financial plans themselves and require direct access to Francis.

Partner with Francis

Partner with Francis to unlock discounted plans, priority support and join a community of partners planning with Francis.

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50% discount when clients aren't editors
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25% discount when clients are editors
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Priority support and feature requests
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Access to network of other partners
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FAQ

Feel free to contact us if you have other questions.

Contact
How many clients are required to partner with Francis?

Fractional CFOs with three or more clients on Francis can apply to be part of our certified partner program.

What discounts do I receive as a partner?

Our partner discount starts at 50% and comes with certain platform limitations. Additional benefits are unlocked as your number of committed clients grows. Contact us to learn more.

Can I build a custom template?

Yes, you can promote a self-built model to a template that can be deployed across clients.

What support do I have access to?

Partners have access to priority support across all clients.

Do clients have access to Francis?

That’s your choice. Some partners like to include clients as Editors or Viewers, while others keep Francis internal and share work via PDF reports. Note that including clients as editors may affect your discount for that workspace.

How do I manage multiple clients on the platform?

Clients have individual workspaces. You will have access to all of them, while clients will only have access to their workspace (if invited into Francis).

How does billing work across clients?

You manage subscriptions and discounts for each client's workspace. You decide whether the charges are billed to you or your client based on the credit card you set up on the platform.

Can a partner transfer ownership to a client at a later point?

Yes, the partner can transfer ownership to a client at any time. The workspace will convert to standard pricing if the client becomes an editor.

Can I invite my colleagues to collaborate in Francis?

Yes, you can invite an unlimited number of colleagues and customize their access to different client workspaces.