Francis changelog
Changelog
The latest Francis releases and improvements.
By continuing, you agree to our T&C and Privacy Policy.
Francis MCP Server
The Francis MCP server brings your financial models into the AI clients your team already uses, including Claude and ChatGPT. It’s available today on every Francis plan at no extra cost.
Why we built it
The Francis Agent answers questions about your data inside Francis. But finance work also happens in other tools, and your numbers should be available there too.
Until now, that meant pasting Excel exports into a chat. An export is a static snapshot without account mappings or budget versions, and it’s outdated after the next ERP sync.
With the Francis MCP server, your AI client reads directly from your model, including mappings, versions and the latest data. Your group financials stay in Francis, and every answer reflects the current numbers.
Getting started
A workspace owner needs to enable MCP access in Settings → AI. At launch, the Francis MCP server supports Claude, Claude Code, ChatGPT, Codex, Cursor, GitHub Copilot and Grok.
Once enabled, you’ll find client-specific setup instructions in Settings → Connected Apps. For example, to connect Claude:
Open your Claude account
Select Customize, then Connectors
Search for Francis
Click Connect
You can read more about the Francis MCP and find client-specific setup instructions in our documentation. Contact our team at [email protected], if you have trouble connecting.
Permissions
As with the Francis Agent, the Francis MCP server inherits the permissions of the member who connects it. An agent can never access data that member can’t access themselves.
Only workspace owners decide which clients members can connect, and they can enable or disable individual clients directly from settings.
The Francis MCP server brings your financial models into the AI clients your team already uses, including Claude and ChatGPT. It’s available today on every Francis plan at no extra cost.
Why we built it
The Francis Agent answers questions about your data inside Francis. But finance work also happens in other tools, and your numbers should be available there too.
Until now, that meant pasting Excel exports into a chat. An export is a static snapshot without account mappings or budget versions, and it’s outdated after the next ERP sync.
With the Francis MCP server, your AI client reads directly from your model, including mappings, versions and the latest data. Your group financials stay in Francis, and every answer reflects the current numbers.
Getting started
A workspace owner needs to enable MCP access in Settings → AI. At launch, the Francis MCP server supports Claude, Claude Code, ChatGPT, Codex, Cursor, GitHub Copilot and Grok.
Once enabled, you’ll find client-specific setup instructions in Settings → Connected Apps. For example, to connect Claude:
Open your Claude account
Select Customize, then Connectors
Search for Francis
Click Connect
You can read more about the Francis MCP and find client-specific setup instructions in our documentation. Contact our team at [email protected], if you have trouble connecting.
Permissions
As with the Francis Agent, the Francis MCP server inherits the permissions of the member who connects it. An agent can never access data that member can’t access themselves.
Only workspace owners decide which clients members can connect, and they can enable or disable individual clients directly from settings.
Tracking categories from Xero
Your chart of accounts shows what you spent, but not where. Francis now imports Xero tracking categories along with your journal entries. If you split your books by department, region, cost centre or store, you can work with those categories directly in breakdowns.
Add a breakdown by tracking category to see actuals for each department or region, build budgets and forecasts for each cost centre, or compare plan against actuals store by store.
Getting started
Tracking categories are available by default on new Xero connections. If you connected Xero before 1 October 2026, reconnect once to move to the updated integration.
If you need help reconnecting, email [email protected] and we'll get you set up.
Introducing HTML exports for dashboards
The larger the group, the more its reporting has to hold: more entities, more regions, more business units, more detail that matters. A PDF has one fixed page to put it all on. Every report becomes a compromise. You shrink the detail until it fits, split it across pages, or leave it out.
Dashboards can now be exported as HTML, so your reporting takes the shape of your business instead of the shape of a page. Show the whole group in one view, as wide and as detailed as it needs to be, and still easy to read.
Each export is a self-contained snapshot, frozen at the moment you send it. Your board, investors and management see exactly the numbers you signed off on, and the story you meant to tell.
Select Export to HTML from the export menu on any dashboard to get started.
Claude Opus 5.5
Francis Agent now runs on Claude Opus 5.5
The Francis Agent has been upgraded to Claude Opus 5.5. It replaces Sonnet 5, which the Francis Agent launched on last week.
Opus 5.5 gives more accurate answers to questions about your financial data. In independent evals, it makes about 14% fewer errors than Sonnet 5 on financial analyst tasks.
Everything else stays the same. Calculations are handed to the Francis spreadsheet engine. The Francis Agent has the same data access as you and remains read-only. It's still included in every plan, with no price increase.
The upgrade applies automatically to every workspace.
Introducing Francis Agent
Financial close comes down to the same questions every time: Are we on budget? Why did EBITDA miss? Which entities are behind? Francis Agent finds answers directly in your model, so your team can spend more time on hiring decisions, market investments, and what to tell the board.
Example prompts
Explain the biggest variances against budget for August across all entities
Troubleshoot why our consolidated balance sheet does not balance for August
Show me what drives consolidated EBITDA and which entities impact it most
How it works
Francis Agent identifies the relevant parts of your model and uses the same calculation engine that powers Francis to run the numbers. Every answer shows the model context and calculations behind it, so you can verify it before relying on it.
Francis Agent respects permissions, so users see only the data they already have access to.
Enabling Francis Agent
Francis Agent is off by default. A Workspace Owner needs to turn it on under Settings → Workspace → General before anyone in the workspace can use it.
Once enabled, every member except limited viewers can open Francis Agent from inside any financial model. Francis Agent is included in every plan. No add-ons. No usage-based pricing.
Dashboards
Dashboards
Today we're launching Dashboards, an entirely new reporting environment in Francis and our most requested feature to date.
Reporting in Francis has been rigid, with few options for customization. Your feedback was consistent: the lack of flexibility made it hard to share findings with your teams. Dashboards is our answer — the place you monitor the business is now also the place you report on it, with no deck to rebuild every month.
Charts, tables, and metrics
Dashboards are built from three components: charts, tables, and metrics. Each serves a different purpose. All are built to be flexible.
Use metrics to highlight KPIs, charts to show trends, and tables for departmental breakdowns or budget-variance analysis. Combine and arrange them to fit your story, and fine-tune the details, down to the ordering of table columns.
Headings, commentary, and images
Text commentary has been one of the most requested features on our roadmap. Numbers rarely speak for themselves. Dashboards support rich text formatting and three heading levels, so you can structure sections, explain variance, and guide readers through what they're looking at.
Dashboards also support image uploads, giving you full control of the look and feel of both live dashboards and exported reports.
Live dashboards and monthly reports
Your feedback pointed to two problems: business partnering needs live-updating dashboards, and management and board reporting needs more flexibility. We solved both in one feature.
Dashboards are live-connected to your financial model, so you and your stakeholders always see the latest picture. When it's time to present, they export to a clean PDF, the preferred format for management and investor reporting.
Business partnering
Dashboards work with Francis' limited viewer roles. Share individual dashboards with department heads or regional managers to give them access to their own numbers, without opening up the rest of your financial model. Everyone sees what's relevant to them, and nothing more.
Dashboards are available to every Francis user today. Read more in the docs.
Delta syncs
We've improved how Francis pulls transactions from connected data sources by introducing delta syncs.
Early indications show sync times reduced by 99%. This opens up new use cases and makes Francis more viable for controlling workflows.
As delta syncs are still in beta, Francis may occasionally fall back to a full sync. We're continuing to improve this in the coming months.
Multi-dimensional breakdowns
Francis now imports all available dimensions from Microsoft Business Central and Visma e-conomic. This means you can now create nested breakdowns across multiple dimensions simultaneously, building hierarchical structures that match how your business operates – like planning across Channel → Product Category → SKU.
This works seamlessly with entity breakdowns and rollups, so multi-entity groups can plan across legal structures and operational dimensions in a single hierarchal structure.
How it works
Go to the "Sheets" list in the sidebar and click the ellipsis icon (…)
From the drop-down, select Breakdown and choose your desired dimension
Repeat the for subsequent breakdowns along a different dimension