Partner with Francis
Become a certified partner to receive benefits and offer clients an industry-leading financial planning platform.
Commercial benefits
Partner with Francis to expand your service offering to include strategic FP&A, advancing your clients' businesses and reinforcing your role as a trusted partner.
Bring new services into play
Move beyond foundational bookkeeping to deliver value in strategic areas like budgeting, forecasting and variance analysis.
Unlock new clients
When Francis customers need support beyond our internal offerings, we refer them directly to our certified partner network.
Receive discounts and added benefits
Francis Partners receive discounts of 25-50% on all plans, depending on customer requirements. Reach out to partner@francis.app to learn more.
What made Fractional CFO, PENAW, choose Francis for financial planning
The couple Camilla and Oliver Bottelet founded PENAW, a financial consultancy that offers controlling and CFO services to a broad range of businesses. What started as a two-person team rapidly grew to...
Operational benefits
Elevate your operations by automating low-value tasks, freeing up time for strategic activities that consistently deliver value and impress your clients.
Automate and avoid mistakes
Connect your client's finance systems to automate data imports and remove the risks associated with manual data exports.
Resolve client requests in minutes
Use our built-in financial planning features and familiar user-interface to answer client questions with ease, saving you hours of spreadsheet work.
Leverage best-in-class reporting
Customize and auto-generate reports designed to follow the financial reporting principles of the world’s leading companies.
Learn how Fractional CFOs use Francis to build stronger client relationships
Discover how Fractional CFOs utilize Francis to automate routine tasks through integrations, elevating services from foundational activities to strategic advisory, ultimately delivering lasting value to their clients.
Partner with Francis to unlock discounts and added benefits
Certified partners receive discounts on all plans, with billing managed per workspace or client. You can choose to pass the billing on to your client or absorb the cost yourself.
Partner with Francis
Partner with Francis to unlock discounted plans, priority support and join a community of partners planning with Francis.
Fractional CFOs with three or more clients on Francis can apply to be part of our certified partner program.
Our partner discount starts at 50% and comes with certain platform limitations. Additional benefits are unlocked as your number of committed clients grows. Contact us to learn more.
Yes, you can promote a self-built model to a template that can be deployed across clients.
Partners have access to priority support across all clients.
That’s your choice. Some partners like to include clients as Editors or Viewers, while others keep Francis internal and share work via PDF reports. Note that including clients as editors may affect your discount for that workspace.
Clients have individual workspaces. You will have access to all of them, while clients will only have access to their workspace (if invited into Francis).
You manage subscriptions and discounts for each client's workspace. You decide whether the charges are billed to you or your client based on the credit card you set up on the platform.
Yes, the partner can transfer ownership to a client at any time. The workspace will convert to standard pricing if the client becomes an editor.
Yes, you can invite an unlimited number of colleagues and customize their access to different client workspaces.