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By Francis
5 out of 5 stars
Retrieve actuals directly from Xero and begin modeling using a familiar spreadsheet interface. Streamline your FP&A efforts with integrated features such as consolidation, locked anchor budgets, rolling forecasts, automated reporting, follow-up capabilities, versioning, and collaboration.
out of 5
Reviewed by
Xero user
Key functions
Financial services
Key industries
Professional services


Francis is the ultimate FP&A platform for established finance teams that have outgrown Excel and are looking for a better solution to automate and streamline their FP&A processes. Purpose-built for budgeting and FP&A, Francis combines the flexibility from Excel with FP&A-specific features that seamlessly integrate with Xero, to provide an efficient solution for all your financial management needs.

Key features:

  • Native connections to Xero and other ERP tools
  • Multi-entity consolidation
  • Budgets and rolling forecasts
  • Compare actuals and budget numbers
  • Automated reporting features
  • Collaboration and restricted editing
  • Purpose-built for FP&A teams
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Francis + Xero

Sign up (1 minute) To start using Francis, you’ll need to first create an account at Once you’ve created your account, you’ll be taking through the sign up flow, which will prompt you to connect your preferred ERP.

Authorize connection (2 minutes) When asked to connect your ERP, simply choose Xero (and other additional ERPs used by your organization) and follow the prompt to authorize the connection. When authorized, all you transactional data will be available in Francis.

Start modeling Once you’ve connected your Xero account, you are ready to start modeling. To get started see the section below, or consider reading our documentation at []. When you have successfully build your budget in Francis, you can start doing rolling forecasts that automatically update once transactions are captured in Xero. Comparing forecasts and actuals has never been easier.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

William Pontoppidan
Posted 9 Aug 2023
5 out of 5 stars
It was very easy to compare budget vs. actuals and create management reports.

Additional info

Shared data

Accountsshared from Xero to Francis
Journalsshared from Xero to Francis


Financial servicesReporting


Professional servicesAccounting

App details

By Francis


Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




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Get started with Francis

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.