Overview
Francis enables businesses to accurately consolidate, budget, forecast, and report on their financial data. Purpose-built for financial planning and analysis, Francis eliminates Excel busywork, allowing teams to focus on strategic, value-adding work.
Teams using Francis report faster, forecast more frequently, and gain better insights into their business performance. Thanks to our native Xero integration, data flows seamlessly into your financial model, eliminating risks associated with manual data transformation.
Consolidation: Easily consolidate multiple entities and eliminate inter-company transactions. Budgeting: Lock your annual budget for future reference and ongoing budget-variance analysis. Forecasting: Implement rolling forecasts to maintain a clear picture of your business performance. Analysis: Review budget variances and inspect transaction-level data directly within your financial model. Reporting: Create custom reports and share performance metrics with stakeholders effortlessly. Collaboration: Work with stakeholders in real time and use comments to suggest changes. Currency conversion: Convert actuals to different target currencies, or consolidate entities with varying base currencies.
Francis + Xero
Connecting Xero to Francis gives you access to your entire chart of accounts and all underlying journal entries (transactions) recorded since your Xero instance began.
This direct connection between your Xero data and Francis financial models eliminates the need for monthly manual data extracts and complex VLOOKUP logic.
With Francis, you gain full visibility into your actual performance data. Your team can drill down into transaction-level details to better understand budget variances or sudden changes in your three-statement.
In short, Francis eliminates Excel busywork so your team can focus on what truly matters – understanding past performance to inform better decision-making and plan your business's future.
Getting started
Getting started with Francis takes less than 2 minutes. All users have access to a 14-day free trial of our Advanced plan.
To get started, click the "Get this app" button above to create a Francis account and connect your Xero data. You'll be redirected to Xero to authorize Francis during this process.
Once authorized, Francis automatically begins syncing your data. Depending on the number of journal entries in your Xero instance, this may take between 30 seconds and 1 hour.
While your data syncs, you can start customizing your P&L, balance sheet, and cash flow statements. We recommend starting with one of our templates and tailoring its structure to suit your specific needs – for example, adding more cost items to your P&L.
After Francis syncs your Xero data, your entire chart of accounts becomes available in the Mappings view. This allows you to create custom mappings between your financial model in Francis and your Xero data.
For more information on getting started, we highly recommend exploring our documentation. For quick answers to product questions, try our AI Assistant.
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