Financial planning for finance teams who have outgrown Excel
Once your operations include multiple entities, teams, and integrations, financial models become complex and unmanageable. Leverage a financial planning platform to future-proof your finance operations.
Trusted by finance teams at 150+ leading companies
Upgrade your finance operations
Unlock capabilities once reserved for best-in-class finance teams.
Finance teams are skilled and costly. Use their time wisely.
Instead of manual tasks like data imports, model maintenance, and report generation, let your finance team focus on high-value activities.
Budgeting and forecasting
Craft financial plans, including P&L, balance sheet and cash flow, with the flexibility of spreadsheets. Leverage built-in integrations, version control, and collaboration to take financial planning to the next level.
Multi-entity consolidation
Manage all your legal entities in one model. With native integrations, account mapping, currency conversion, and eliminations, Francis automates consolidation for multi-entity and multinational companies.
Management reporting
Run disciplined reporting in no time. Follow a monthly cadence of closing the month, analyzing variance, forecasting financials, and sharing reports powered by native connections and built-in features.
Built to scale with your business
Whether you're scaling your business, expanding internationally, or simply want to craft more robust financial plans for your business, Francis works for you.
Connect & stay synced
Connect to your accounting system and consolidate your account system and other tools.
Operate globally
Add multiple accounting systems to consolidate and streamline actuals across cross-border entities.
Customize to your needs
Craft financial models that reflect the unique logics and operations of your business.
Collaborate broadly
Collaborate with team members and stakeholders to create buy-in for and report on your plans.
Modern finance teams run on Francis
Visionary finance teams at industry leading companies use Francis to build healthier businesses.
It's next level. We're consolidating nine entities, including inter-company transactions, which would not have been feasible in Excel.
Still reading?
Start planning.
Connect your accounting system
Connect your accounting system from our list of native integrations to automatically import transactions data.
Create your model
Define the structure of your financial model, including P&L, balance sheet and cash flow statement.
Map your general ledger
Our native integrations give you direct access to your general ledger accounts. Map these to automatically pull actuals.
Start planning
With actuals at your disposal, start planning for the future.