Automate to do more for clients
Offer top-tier, automated consolidation and financial planning with Francis as part of your finance stack.
Turn fragile spreadsheets into robust operations on autopilot
Remove slow and high-risk activities including manual data extracts, validation and transformation to serve more clients in the same time.
All your clients on one platform
Separate workspaces
Manage all clients on one platform. Create separate workspaces for each and switch between them with ease.
Fully integrated
Connect your client's finance systems to automatically sync actuals with the financial models your team creates.
Custom templating
Have clients with similar needs? Create your own templates and deploy them across workspaces to onboard faster.
Automated operations
After onboarding clients, data updates automatically, and reports can be generated in minutes.
Fractional CFO, PENAW, automates operations to move faster
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...
Separate workspaces
Manage all clients in one platform by creating separate workspaces, and switch between them seamlessly. Each new client gets a 14-day free trial of their workspace to evaluate the solution before committing.
Fully integrated
Automate low-value tasks like manual data exports and validation. Integrate your client's accounting systems and other business tools to sync actuals with the financial models crafted by your team.
Custom templating
Create a financial model template in Francis that can be deployed to new clients in minutes. Consolidate your best practices into a template you can refine over time, improving your operations.
Automated operations
Automate everything from data imports to forecasting, consolidation, variance analysis, and reporting. Eliminate grunt work entirely, freeing you to focus on high-value strategic activities.
Fractional CFOs can become certified with three or more clients using Francis.
Our partner discount starts at 50%, though it comes with certain platform limitations. The discount increases as the number of committed clients grows. Contact us for more details.
Yes, you can convert a self-built model into a template that can be deployed across all your clients.
Partners receive priority support for all client workspaces.
It's up to you. Some partners include clients as Editors or Viewers, while others keep Francis internal and share results via PDF reports. Keep in mind that including clients as editors may affect your discount for that workspace.
Each client has an individual workspace. You'll have access to all of them, while clients will only have access to their own workspace if invited into Francis.
You manage subscriptions and discounts for each client's workspace. You can choose whether the charges are billed to you or directly to your client, depending on the credit card set up on the platform.
Yes, a partner can transfer ownership to a client at any time. Once the client becomes an editor, the workspace will switch to standard pricing.
Yes, when you become certified, all employees of your fractional CFO company also become certified. You can invite an unlimited number of colleagues and customize their access to different client workspaces.
Still reading? Start building.
Connect your business data in less than 5 minutes.