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.

Components

Learn the basic building blocks to start modeling

Mappings

Connect GL accounts to your financial model

Date settings

Automate rolling forecasts and monthly follow-up

Formulas

Learn the Francis syntax to create formulas

Functions

Forecast using familiar and purpose-built functions

Shortcuts

Supercharge your work with keyboard shortcuts