Create your workspace
Go to francis.app and start a 14-day free trial. No credit card required.
Connect your accounting system
Francis syncs all historical journal entries, so your full history is available from day one. See Integrations for setup guides by system.
Start with the Francis model template
The template captures best practices from hundreds of set-ups, and you can customize the model however you see fit. See the P&L, balance sheet, and cash flow fundamentals.
Break down your model by entities and departments
If you run multiple legal entities or plan per department, split your model with a breakdown. Apply the entity breakdown first, then departments. Skip this step if you run a single entity with no departmental split.
Map your GL accounts
Open the Mappings view and drag your GL accounts onto rows in your model. Actuals flow in automatically as soon as an account is mapped. See data mappings for more detail.
Create a dashboard
The Francis template includes a management report that fills automatically as you map your GL accounts.
Insert budget values
Import your budgets to plan against actuals. See forecasting approaches for how to build them out.
Invite team members
Invite finance colleagues as editors and department heads as limited viewers. See members and roles for what each role can do.