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Quickstart (<10 min)

Complete a few steps to get up and running. If you’re new, start here

Features

An overview of all available features in Francis and how to use them

Integrations

Explore available integrations and how to configure them to automate data imports

Masterclasses

Guides and tutorials on solving concrete real modeling challenges
For Advanced and Mastery customers, Francis offers white glove onboarding and support. For more information, book a discovery call or reach out to support@francis.app.

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Francis basics

Learn about Francis’ basic features to kickstart your financial planning.

ComponentsLearn the basic building blocks to start modeling

MappingsConnect GL accounts to your financial model

Date settingsAutomate rolling forecasts and monthly follow-up

FormulasLearn the Francis syntax to create formulas

FunctionsForecast using familiar and purpose-built functions

ShortcutsSupercharge your work with keyboard shortcuts