Plan and report like the best PortCos
Streamline your financial planning with a single platform to manage consolidation, versions, collaboration and reporting.
Delight your investors with disciplined reporting
Private equity comes with increased reporting requirements. Exceed expectations with FP&A software to stay on track and create professional reports.
Streamline your FP&A operations
One financial model
Consolidate all your financial modeling by combining P&L, balance sheet, cash flow and KPIs into one model.
Consolidate entities
Consolidate actuals across entities and automatically convert transactions into one unified currency.
Version control
Leverage embedded version control to work with budgets, rolling forecasts and scenarios as part of your planning.
Professional reporting
Save time with reports that update dynamically based on the state of your financial model.
SYBO increases business partnering and transparency across departments
SYBO, a private equity-backed mobile game developer, is globally recognized for creating Subway Surfers. Since its launch, the game has had over 4 billion downloads, making it the most successful...
One financial model
Consolidate all your financial planning in one model containing your P&L, balance sheet, cash flow, headcount, etc. Have data from your accounting system and other tools sync directly to your model.
Consolidate entities
Define a consolidation structure that automatically aggregates actuals across entities or dimensions. Deploy templates across entities and future-proof your setup to include more connections as you scale.
Version control
Save versions of your financial model, including anchor budgets and rolling forecasts, to easily compare against actuals throughout the year. Experiment with scenarios as needs arise
Professional reporting
Create monthly reports with variance analyses and updated forecasts. Compare budget against actuals, actuals against last year and budget against forecast. Share your work in your preferred format.
Francis allows you to integrate with different accounting systems. You can create custom mappings between general ledgers from different systems. Just connect all your systems, and the general ledgers from each will be accessible within Francis.
Yes, you can invite stakeholders to collaborate within Francis. Additionally, with our confidentiality features, you can grant access to specific parts of your model. This is particularly useful if your model contains sensitive information that you prefer not to share across the entire organization.
Since Francis functions like a spreadsheet, you can copy and paste your budget directly into the platform. If your budget includes specific business logic or assumptions, you can also replicate that structure within Francis.
Yes, as long as your departments are represented as dimensional values in your accounting system. If so, you can easily create department budgets. You can choose to run department budgets across all three financial statements or, more commonly, create them only for your P&L while keeping your balance sheet and cash flow consolidated.
Yes, you can easily add newly acquired companies to your financial model as you scale. Simply connect the accounting system of the new company and include its general ledger accounts in your custom mapping to automatically consolidate actuals across entities.
Yes, you can calculate KPIs using formulas and functions, similar to Excel, and include them in your reporting. Many finance teams create a separate sheet for key KPIs to maintain a consolidated overview, which can then be added as a distinct page in their reports.
Still reading? Start building.
Connect your business data in less than 5 minutes.