Francis for CFO services

Share budget with stakeholders

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.

Budget dashboard and reporting with graphs
Budget formula

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.

Get started with Francis today.

Join the new paradigm of dynamic financial planning, where everything is connected.

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