Share your work in any format
Share your work with stakeholders in their preferred format, whether it's direct access, PDFs or Excel exports.
Avoid manually creating reports for every request
Maintaining a presentation template alongside your financial model? Say goodbye to manually updating reports when stakeholders request new information.
Tailored reports for every stakeholder
Live-updated charts
Visualize your KPIs with charts that update automatically as you continue developing your financial model.
Download as PDF
Generate PDF reports inspired by top companies’ annual report layouts, and make them your own.
Export to Excel
Not all stakeholders are visionaries. Banks, investors, or alike usually just want an Excel export. Delight them.
Allow direct access
Instead of manually sharing reports, give your key stakeholders direct access to your financial model.
Andreas Glenvig, Chief Financial Officer at SYBO Gamesy
Live-updated charts
Leverage live-updated charts to visualize key metrics in your model. Charts can be configured to include different versions of your financial model, allowing you to easily compare plans over time.
Download as PDF
Create management reports that automatically update with your financial model, enabling you to summarize charts, plans, and analyses. You can customize PDF reports to reflect your brand.
Export to Excel
You'll occasionally need to share your financials with banks, investors and board members who prefer spreadsheets. Because Francis works like one, you can easily export your work to Excel.
Allow direct access
Instead of manually sharing reports, invite your team to collaborate directly in Francis as viewers. Users can then analyze and inspect numbers independently without making accidental changes.
First, you decide which charts and sheets to include in the report. Second, the PDF report includes the detail level (which groups are closed, the date range, etc.) you’ve set have at the time of generation. Third, you can customize the style to your brand.
Viewers have full access to all models within the organization. Unlike Admins and Editors, Viewers can only view existing work and cannot make any changes. They can access features like downloading reports and viewing transaction details but are not permitted to alter models in any way.
Management, board members, and department heads are sometimes assigned viewer rights when they’re allowed to see the entire model. That way, they can stay oriented while you eliminate the risk of unintended changes. Some finance teams prefer to manage the information flow and share reports through PDFs instead.
Still reading? Start building.
Connect your business data in less than 5 minutes.