Billing and Plans

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Overview

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Plans

Your plan determines your monthly or annual billing rate and includes unlimited seats so your entire organization can collaborate at no extra cost. Refer to our pricing page for the most up-to-date information on our plans offering.

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Billing cycles

You can choose either a monthly or annual billing cycle:

• Monthly: Billed in advance each month.

• Annual: Billed in advance each year at a 10% discount.

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Manage your billing

Navigate to Settings > Organization > Billing to access your plan information and make changes. From here, you can:

• View and change your plan

• Update your payment information

• Update the billing email

• View billing history, including past invoices and charges

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Change subscription

If you change plans or billing cycle, we will automatically pro-rate the difference.

For example, if you upgrade from the monthly Core plan (USD 149/month) to the monthly Advanced plan (USD $399/month) halfway through your billing cycle, we’ll credit the unused portion of your monthly Core subscription (USD 75) and charge only the prorated amount (USD 199) for the remainder of the month.

If you downgrade to a cheaper plan or shorter billing cycle, you will receive credits for unused time, which are used to offset upcoming invoices and reduce future payments. We do not refund credits.

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Cancel subscription

Workspace owners and admins can cancel a subscription via Settings > Organization > Plans. Cancellations take effect at the end of the current billing cycle, with no refunds for mid-cycle cancellations.

If you’re unsure about committing to a full year, we recommend starting with a monthly plan. You can always switch to yearly later to enjoy discounted rates.

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Add VAT number

To add a VAT number during checkout, select I’m purchasing as a business. If you already have an existing subscription, navigate to Settings > Billing > Billing Details > Edit details. Then, select Update information in the Billing information section and enter your company’s VAT.

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Special pricing programs

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Partner program

If you work with multiple client workspaces in Francis, you may be eligible for our Partner Program. This program provides a discounted plan structure, priority support, and features that streamline financial planning across multiple organizations. Our discount options include:

• 50% discount for workspaces where clients are not editors (internal use)

• 25% discount for workspaces where clients collaborate as editors

You can manage all client subscriptions under your own account or allow clients to handle billing directly in their workspaces. Should you transfer workspace ownership to a client, that workspace reverts to standard plan pricing. If you’re interested in joining or learning more about the program, please contact us at partner@francis.app.

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Startup program

If you’re an early-stage startup, you may qualify for our Startup Program, which offers a 50% discount on the Core plan for up to 12 months. To be eligible, you must:

• Be a new Francis customer

• Have fewer than 50 employees

• Have raised less than $1M in funding

• Be under three years old

If you meet these criteria, consider applying through the form on our website here. If you’re an investor interested in offering Francis to your portfolio companies, please get in touch to learn more about extended partnership opportunities.