Forecasting & planning
Francis
Financial planning and analysis software
For Advisory and CFO services Multi-entity and groups In-house finance teams
Straight answers
- What is Francis?
-
Francis is forecasting and planning software for accounting firms and their clients. It integrates with Xero. Pricing: approx. US$164 (€149) per month (as at September 2026).
- Who is it for?
-
Francis is for accounting firms and their clients, and the vendor names finance teams, fractional cfos.
- What does it cost?
-
Pricing: approx. US$164 (€149) per month (as at September 2026).
- What's the catch?
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Francis has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Overview
Francis is a financial planning and analysis software that allows users to create financial models, manage budgets, and generate reports. It is designed for finance teams and fractional CFOs, providing tools for budgeting, forecasting, and consolidation.
With native integrations, Francis connects to accounting systems like Xero, allowing for real-time data synchronization and analysis. Users can collaborate in real-time, ensuring that all stakeholders are involved in the financial planning process.
Compiled by The Firm from the vendor's website and app-store listing, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Forecasting & planning
- Pricing model
- Subscription
- Price
- approx. US$164 (€149) per month (as at September 2026)
- Works with
- Xero
- Available in
- Sold everywhere; no region stated
- Who runs it
- Finance teams, Fractional cfos
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
Francis pricing
Pricing: approx. US$164 (€149) per month (as at September 2026).Plans as published by the vendor, checked 4 Sep 2026
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Core | approx. US$164 (€149) | per month | Billed monthly |
| Advanced | approx. US$439 (€399) | per month | Billed monthly |
| Mastery | Custom | custom terms negotiable |
Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)
What it does
From the vendor's own site- Budgeting and forecasting
- Multi-entity consolidation
- Real-time collaboration
- Custom reporting
- Variance analysis
- Currency conversion
Francis integrations
1 integration mappedWho implements Francis
Implement Francis for accounting firms? List your practice free.
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Francis, answered
The questions firms search for before they trial it- What is Francis?
- Francis is forecasting and planning software for accounting firms and their clients. It integrates with Xero. Pricing: approx. US$164 (€149) per month (as at September 2026).
- Does Francis integrate with Xero?
- Yes. Francis lists Xero as an integration. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- What does Francis cost?
- Francis publishes 3 plans (checked 3 September 2026). Core: approx. US$164 (€149) per month; Advanced: approx. US$439 (€399) per month; Mastery: Custom custom terms negotiable. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
- Who is Francis for?
- Francis is built for Finance teams, Fractional cfos. It is forecasting and planning software, listed on The Firm's practice shelf.
- Is Francis on the Xero App Store?
- Yes. Francis has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations Francis lists.
- Are there reviews of Francis?
- Francis's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
- Who maintains this Francis listing?
- The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); Francis has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between forecasting and planning tools?
- The Firm's guide to choosing forecasting and planning software, on the Forecasting & planning category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every forecasting and planning tool; listing is not a ranking.
- What are the contract and cancellation terms? Vendor
- Francis allows cancellation at any time, effective at the end of the current service term. There are no refunds for the remainder of a term already paid.
- How long does onboarding take? Vendor
- Onboarding typically consists of three one-hour sessions, with additional training available at a fixed rate.
- Where is the data hosted? Vendor
- Francis maintains appropriate technical and organizational measures to protect Customer Data, ensuring confidentiality and integrity.
- What are the user limits per plan? Vendor
- Francis offers unlimited members and models across all plans.
- What are the alternatives to Francis?
- Other forecasting and planning tools in The Firm's directory include budgee, Calxa, Kudwa and Nume. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Francis's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 faq updated. Checked by The Firm
- Sept 2026 plans published. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
Alternatives to Francis
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