Getting Started
Francis Documentation
Whether you’re a new or experienced user, we have the resources you need to succeed.
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.
Francis basics
Learn about Francis’ basic features to kickstart your financial planning
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