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.