How-to: Avoid the 3 biggest pains of FP&A in spreadsheets

Plans are nothing,
planning is everything

A connected and collaborative FP&A platform to make
multi-entity and dimensional planning more efficient than ever

Trusted by established finance teams

A proven budgeting
framework to stay on top

Consolidate, budget, forecast, and report on one platform

Plan and consolidate for all your
entities and dimensions in one model

Create annual budgets and
rolling forecasts

Summarize your metrics in
monthly reports

Built for finance teams,
designed for Excel professionals

Build and update financial models efficiently
Organize your model by tabs, sections, groups and rows, and rearrange with drag and drop, to always keep your model up to date.
Stay synced to your ERP at all times
Fetch business data via native connections and receive notifications if required actions arise, to automate data import and avoid mistakes.
Master consolidations and dimensions
Build consolidations and dimensions into your model, powered by native data connections, to avoid overly-complex models
Compare multiple forecast versions
Rely on versioning embedded into the platform, to compare different plans and avoid decoupled files
Share professional and consistent reports
Create live-updated charts and professional reports to share insights in a consistent format where you can trust the numbers
Invite and regulate collaborators
Enable users with different editing rights  to participate, to get feedback, create buy-in and avoid dependency on one person to manage your model

What finance teams are saying about Francis

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Join the next generation of finance teams with your own automated financial model

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