Explore industry use cases

Dive into classic finance tasks to explore how Francis can transform your financial planning and analysis

SoftwareE-commerceCFO Advisor / AccountantRetail

Software

Plan ambitious growth strategies and keep your runway in check

Manage growth strategies

Create forecasting models with revenue projections, hiring plans, and fundraising targets.

Automatically pull in actuals and calibrate forecasts to keep key metrics on track.

Software company budget template

Auto-generate reports

Generate PDF reports displaying your charts, budgets, actuals, and performance.

Reporting financial, key metrics and unit e-conomic to important stakeholders

Eliminate uncertainty with scenarios

Always track your good case and bad case.

Experiment with strategic plays and risks.

Compare key metrics across scenarios.

Scenario planning for strategic financial planning

E-commerce

Keep tabs on liquidity and assess business performance

Forecast cash flow

Leverage Francis' e-com out-of-the-box budget template to start forecasting cash flow.

Plan for large expenditures based on historical spend.

E-commerce company budget template

Assess business performance

Assess margins across business lines.

Audit your business by diving into individual transactions.

Reporting KPIs and key metrics

Play with scenarios

Create scenarios for good/bad cases, large unexpected expenditures and new initiatives.

Be confident about how different scenarios play out.

Scenario planning for strategic financial planning

CFO Advisor / Accountant

Serve clients professionally via one superpowered platform

Serve all clients on one platform

Manage all client files and access via multiple organizations on one platform.

Francis members overview

Standardize content

Leverage templates and auto-generated budgets to quickly onboard new clients.

Keep standards across clients to avoid time-consuming special tasks.

Collection of budget templates

Serve all clients on one platform

Manage all client files/collaboration via multiple organizations on one platform.

Francis FP&A reports

Retail

Keep track on multiple retail locations and collaborate with colleagues on budgets

Financially manage multiple retail locations in one place

Plan and analyze income, hirings and costs in one place.

Retail company budget template

Invite members into Francis

Share your financial plans and reports with colleagues and stakeholders.

Invite members into your Francis Organization to deep dive on numbers.

Francis members overview

Play with scenarios

Create scenarios for good/bad cases, large unexpected expenditures, and new initiatives..

Be confident about how different scenarios play out.

Scenario planning for strategic financial planning
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