Francis
Changelog
Requests
Submitted
Requests
Discover our plans and suggest new improvements.
New request
In Progress
Consolidation
Multi-dimensional planning
Allow teams to filter actuals and forecast across multiple dimensions (departments, products, regions, etc.) simultaneously.
19
Unified dimensions
Enables unified dimensional planning across entities. For example, users with Danish and UK instances can unify dimension values like "Afdeling" and "Department" into a single dimension, streamlining forecasting across entities.
3
Polish breakdown design and interactions
Enhance the interface for managing breakdowns across rows and sheets, making it easier for users to assign dimension values, especially for users with many instances.
0
Craft
Polish sidebar design and interactions
Enhance the sidebar experience with smoother drag-and-drop, collapsible groups, tooltips for long names, and improved micro-interactions.
2
Planned
Reporting
Dashboards
Introduce a reporting dashboard that enables users to create personalized, flexible reports. These reports can incorporate charts, tables, and text elements such as headers and executive summaries for added clarity.
202
Expand charting options
Add more chart types, giving users more options and flexibility in how they present data to stakeholders.
7
Upgrade chart editor
Improve the user experience for creating, customizing, and editing charts. The current editor feels too restrictive and lacks the flexibility needed to empower users to communicate stories effectively through visualization.
5
Integrations
Google Sheets • Dimensions
Expand Google Sheets integration with dimension support, letting imported ERP transactions keep cost-center, department, and project tags for clearer, more detailed reporting.
5
Backlog
Version control
Scenario planning
Add support for running parallel scenarios (good case, bad case) and allow users to create branches to support experimental changes in their financial plans.
18
Version history
Currently under consideration.
0
Craft
Spreadsheet improvements
Improve the overall user experience when working in the spreadsheet. This includes better drag-and-drop interactions, expanded copy-and-paste capabilities, quick actions to expand or collapse multiple groups, and more.
17
Formulas and cell references
Improve the overall user experience when making cell references as part of formulas. Improvements include syntax highlighting, colored parentheses, cell reference suggestions, and more.
2
Workspace management
Currently under consideration.
1
Redesign dialogs
Currently under consideration.
0
Analysis
Expand capabilities of inspect on actuals
Improve the transactions drill-down feature to include more metadata and added functionality. Improvements include invoice embedding, allowing drill-down on groups, FX gains and losses on balance sheet accounts, and more.
7
Multiple sum columns
Add support for multiple sum columns, allowing users to view multiple aggregate time series to support users when forecasting. This enables them to compare, for example, prior fiscal years against the forecast for the current fiscal year.
2
Improve variance analysis
Currently under consideration.
2
Analyze drivers of a cell value
Empower users to see which formulas and calculations influence a cell value, providing insights into what drives changes. This helps with debugging formulas and understanding dependencies across your financial model.
1
Modeling
Expand function library
Continue to expand the library of available functions to enable better and more accurate budgeting, forecasting, and general financial modeling.
7
Improved mapping UI/UX
Improve the overall user experience in the mapping view. This includes better drag-and-drop interactions, transaction previews, the ability to search mapped accounts, and more.
4
Expand model health checks
Currently under consideration.
4
Input tables for assumptions and drivers
Develop a new environment or component that enables users to centrally define assumptions and drivers. This will eliminate the need to repeatedly input assumptions and drivers.
3
Apply tags to components
Add the ability to assign tags to rows, calculations, and groups, enabling users to reference multiple components in formulas and functions. This features simplifies tasks such as calculating the total salaries for a specific department.
1
Template library
Introduce a template library with pre-designed templates for essential components of financial models, such as inventory forecasts, headcount planning, depreciation schedules, and more. This library would also enable users to save their own templates.
0
Reporting
Upgrade Excel export
Add the option to export the variance report as part of the Excel export feature, and include any sum columns visible in Francis as part of the export as well.
6
Upgrade PDF reports
Improve the user experience when generating PDF reports, refresh the design, add preview functionality, and provide the option to add executive summaries and comments.
4
Custom views
Users have shared that organizing their models for reporting often takes too much time. This feature allows users to create and save custom views of their financial models, making the reporting process more efficient.
4
Public API
Currently under consideration.
3
Shareable links
Enable users to generate shareable links that grant temporary access to models and dashboards. These links would function similarly to tools like Notion or Google Sheets, allowing users to create the link and specify the recipient's permissions.
0
Preview PDF reports
Currently under consideration.
0
Integrations
Export to Microsoft Power BI
Allow users to export data to Microsoft Power BI, either through a public API, or a native Power BI app.
5
Microsoft Excel Online
Add support for a Microsoft Excel Online integration – with similar functionality to our Google Sheets integration – to better support users relying on the Microsoft suite.
4
TripleTex integration
TripleTex integration to support Norway operations
4
Salesforce integration
Currently under consideration.
3
Quick data source syncs
Enable users to refresh their data connections more quickly and efficiently. This feature reduces sync times, prevents workflow disruptions, and ensures financial data stays current with minimal waiting. Ideal for users who need frequent updates from thei
3
Xero • Dimensions
Implement support for dimensions (classes) on Xero, allowing users to forecast across departments, products, regions, etc.
3
Uniconta integration
Add an integration to Uniconta in line with our other accounting integrations to support syncing actuals, including transactions, directly to financial models in Francis.
3
NetSuite • Dimensions
Currently under consideration.
2
Import forecast values
Import forecast values from external sources rather than creating forecasts directly in Francis
2
Export via Public API
Make Francis data available through a public API, allowing users to embed data from Francis into other BI or reporting tools.
2
Custom data sources
Currently under consideration.
2
Quickbooks • Dimensions
Currently under consideration.
2
Hubspot integration
Add a native HubSpot integration to import CRM KPIs – meetings booked, CVR, deal creation, pipeline, and more – into planning workflows.
1
Import multiple dimensions
Currently under consideration.
1
Microsoft Finance & Operations
Currently under consideration.
1
Scheduled syncs
Let admins and owners schedule automatic integration syncs (e.g. daily at midnight). This keeps data fresh and avoids disruptive syncs during working hours.
1
Light integration
Currently under consideration.
1
Visma Net integration
Currently under consideration.
0
Fortnox Integration
Develop a native integration with Fortnox, offering functionality comparable to our integrations with Microsoft Business Central and Visma e-conomic.
0
Artificial Intelligence
Account mapping agent
Currently under consideration.
4
Confidentiality
Limited editors
Currently under consideration.
3
Granular access controls
Granular access controls enable fine-tuned permission settings for models, versions, and sheets. Admins can define custom access levels, restrict visibility to sensitive information, and maintain data governance while allowing necessary collaboration.
1
Custom roles and permissions
Currently under consideration.
0
Collaboration
Notes on cells
Allow users to add contextual notes to cells. Notes are different from row descriptions, as notes might be used to explain assumptions and provide other forms of additional context to help with internal and cross-functional collaboration.
2
Suggest changes
Currently under consideration.
2
Comments upgrade
Currently under consideration.
2
Customize row status
Currently under consideration.
0
Request inputs
Currently under consideration.
0
Improve viewer experience
Enhance the user experience for viewers with improved toast notifications, updated viewer bar, and the ability to refresh integrations. Making Francis more intuitive and user-friendly for those with view-only access to ensure smoother navigation.
0
Approval flows
Add a control mechanism, allowing requiring certain users to approve changes before they are implemented. This feature would, for example, allow department heads to suggest changes to assumptions to better collaborate with finance on forecasts.
0
Consolidation
Unify dimension values across entities
Currently under consideration.
0
Completed
Integrations
Visma e-conomic • Draft transactions
Currently under consideration.
8
Collaboration
Comments
Enable users to attach comments to cells in their financial model to facilitate discussions where they matter.
2
Multiplayer collaboration
Currently under consideration.
0
Issues
Backlog
Introduce horizontal scroll-bar for Windows users
Windows users who (1) have a trackpad that doesn't support horizontal scroll or (2) have a mouse that doesn't have a horizontal scroll option, don't have an easy way to scroll horizontally in the sheet. Currently, they are limited to using arrow keys to navigate.
3
Documentation
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