Quickstart
Get started with Francis in less than 10 minutes.
Connect your accounting system
Before you start modeling, we recommend connecting your accounting system(s). Once you’ve connected these systems, Francis will sync all booked journal entries since inception, giving you full access to all your data.
Your general ledger accounts will then be available directly in Francis, enabling you to include actuals from your connected systems.
Most accounting systems require admin rights to connect with third-party applications like Francis. Ensure you have the necessary permissions to continue.
Create your model
We recommend to start with a Francis template, as it captures all of our best practices. This approach will allow you to quickly get started and showcase some of the platform’s capabilities. It will also enable you to move more quickly to the next step: mapping your general ledger accounts.
Map your general ledger
With your accounting system connected, your general ledger accounts will be available through the mappings feature. This allows you to define custom mappings between your connected systems and your financial model in Francis. Simply drag and drop accounts from your general ledger onto rows in your model.
General ledger accounts can be grouped together, allowing you to create more meaningful line items throughout your model, making forecasting more intuitive.
Start planning
With your accounting system connected and actuals at your disposal, you can begin planning the future of your business. Francis works like a spreadsheet, so consider reviewing your existing financial models in Excel or Sheets and replicating the underlying logic. Use purpose-built functions to make forecasting faster and more intuitive.