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Overview

Whether you’re a new or experienced user, we have the resources you need to succeed.

Francis Documentation

Get started with Francis in less than 10 minutes.

Quickstart

Profile

Adjust your preferences to personalize your work and move faster.

Preferences

The first step to using Francis is to create an organization for your team.

Organizations

Refer to the Members page to manage members and assign roles in your organization.

Members and roles

Members and Roles

Refer to the Plans and Billing pages to upgrade or manage an existing subscription.

Billing and Plans

Learn about the eight capabilities that define modern finance teams.

Feature Documentation

Components are the building blocks and foundation of every financial model.

Components

Define custom mappings between your accounting system and financial model.

Mappings

Master date settings to automate rolling forecasts and monthly follow-up.

Date settings

Understand Francis' formula syntax to build more reliable financial models.

Formulas

A complete overview of all supported functions, including example use cases.

Functions

Overwrite actuals or manually input data from non-supported data sources.

Manual entries

An overview of all available keyboard shortcuts.

Shortcuts

Centrally define your model structure and apply it across dimensions or entities.

Splits

Break down individual line items across entities and dimensions.

Breakdowns

Save snapshots of your financial model to compare versions in charts and reports.

Version control

Analyze budget vs actuals for the last month, year to date and full fiscal year.

Three-column report

Analyze BVA month-over-month using our compare and follow-up features.

Month by month

Drill-down into actuals to better understand potential budget variance.

Transactions drill-down

Transactions Drill-Down

Visualize data to spot trends, analyze budget avriance and build reports.

Charts

Combine multiple charts to tell a compelling story about your data.

Dashboards

Generate management reports in minutes inspired by the world's leading companies.

Reports

Export your entire financial model to Excel and distribute insights anywhere you like.

Export to Excel

Assign status indicators to show progress or flag items that need attention.

Status indicators

Add row descriptions to give team members extra context.

Descriptions

Collaborate on financial plans in real time with live editing.

Multiplayer

Roles and permissions

Control user-level access to partner confidently without revealing sensitive information.

Limited viewers

Connect your accounting systems to automate actuals import.

Accounting Integrations

How to connect and configure Microsoft Dynamics 365 Business Central.

Microsoft Business Central

Microsoft Dynamics 365 Business Central

How to connect and configure Visma e-conomic.

Visma e-conomic

How to connect and configure Intuit Quickbooks Online.

Quickbooks Online

Intuit Quickbooks Online

How to connect and configure Oracle NetSuite.

Oracle NetSuite

Xero

Use Google Sheets to import actuals from non-supported systems.

Google Sheets

Convert actuals using market rates from the European Central Bank.

Currency

Understand how to structure, map and forecast balance sheet values.

Balance sheet

Balance Sheet

Use the indirect method to forecast cash flow.

Cash flow

Forecasting Cash Flow

Introduce two new rows to have the cash flow check when converting currencies.

Currency adjustments

Cash Flow Currency Adjustments

Use an IF statement to present amounts on assets or liabilities depending on the sign.

Conditional GL categories

Conditionally Assign General Ledger Category

Connect accounting systems for each of your entities to consolidate actuals.

Connecting Multiple Data Sources

Consolidate actuals across multiple entities and enable entity-level forecasting.

Consolidation

Consolidating Financial Statements

Account for intercompany transactions for accurate group-level reporting. 

Eliminations

Eliminating Intercompany Transactions

Bring your existing budgets and forecasts into Francis.

Importing forecasts

Importing Existing Budgets and Forecasts

Explore seven forecasting methods to help you accurately plan the future.

Methods

Forecasting Methods

How to manage and forecast headcount directly in Francis.

Headcount

Forecasting Headcount

Leverage Francis' purpose-built function to easily forecast receivables. 

Receivables

Forecasting Receivables

Learn how to accurately forecast recognized and deferred revenue.

Revenue recognition

Forecasting Recognized and Deferred Revenue

Leverage Francis' components and functions to accurately forecast tax.

Forecasting Tax

Plan, track, and settle VAT across key movements to manage your cash flow effectively.

Forecasting VAT

Leverage purpose-built features to streamline monthly close.

Topics

Masterclasses

Financial statements

Consolidation

Forecasting

Monthly close