We're excited to announce that Francis now integrates with Google Sheets, making it much easier to import data from sources like CRMs, HRIS, and unsupported ERPs. This integration is our first step toward enabling any business data to flow into Francis, improving financial planning accuracy and driving accountability across teams.

The Google Sheets integration supports two formats:

Transactions-based template: Ideal for CSV exports from unsupported systems. This template organizes data as individual transactions, offering a granular view and enabling transaction-level drill-downs for deeper transparency in Francis.
Timeseries-based template: Designed for data where individual points are less critical, but their total or sum matters more for financial planning. This format is ideal for analyzing trends and overall performance.

Francis changelog

Google Sheets Integration