Francis for CFO services
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Collaborate with all clients on one platform
Gain access to client material directly via Francis Organisations, and run all of CFO services from one platform
Customize dashboards and reports
Create dashboards and reports that suit your reporting cadence to keep clients updated.
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Create powerful models
Support clients by creating budgets that suit their unique needs and special cases. Francis models lets you keep the flexibility of Excel and Google Sheets.
Automate analyses to spend time on insights
Automate workflows for comparing forecasts to actuals, following up on what drives performance, and creating different scenarios.
Spend time on take-aways and what actions to take.
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