Gain access to client material directly via Francis Organisations, and run all of CFO services from one platform
Create dashboards and reports that suit your reporting cadence to keep clients updated.
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 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.