Requests

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.

Add more chart types, giving users more options and flexibility in how they present data to stakeholders.

Improve the user experience when generating PDF reports, refresh the design, add preview functionality, and provide the option to add executive summaries and comments.

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.

Currently in progress

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.

Develop a native integration with Fortnox, offering functionality comparable to our integrations with Microsoft Business Central and Visma e-conomic.

Currently under consideration.

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.

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.

Improve the overall user experience when making cell references as part of formulas. Improvements include syntax highlighting, colored parentheses, cell reference suggestions, and more.

Currently under review

Currently under review

Add support for running parallel scenarios (good case, bad case) and allow users to create branches to support experimental changes in their financial plans.

Currently under review

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.

Continue to expand the library of available functions to enable better and more accurate budgeting, forecasting, and general financial modeling.

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.

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.

Currently under review

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.

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.

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.

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.

Implement support for dimensions (classes) on Xero, allowing users to forecast across departments, products, regions, etc.

Make Francis data available through a public API, allowing users to embed data from Francis into other BI or reporting tools.

Add an integration to Uniconta in line with our other accounting integrations to support syncing actuals, including transactions, directly to financial models in Francis.

Allow users to export data to Microsoft Power BI, either through a public API, or a native Power BI app.

Currently under review

TripleTex integration to support Norway operations

Currently under review

Currently under review

Import forecast values from external sources rather than creating forecasts directly in Francis

Currently under review

Add a native HubSpot integration to import CRM KPIs – meetings booked, CVR, deal creation, pipeline, and more – into planning workflows.

Currently under review

Add a setting on data connections to limit the date range for imported data. Useful for acquisitions where historical data should be excluded until ownership transfer.

Currently under review

Let admins and owners schedule automatic integration syncs (e.g. daily at midnight). This keeps data fresh and avoids disruptive syncs during working hours.

Currently under review

Currently under review

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.

Currently under review

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.

Currently under review

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.

Enable custom aggregation of sheets across breakdown scopes.

Enable breakdowns on individual sections instead of whole sheets. In entity → department structures, balance sheets and cash flow at department level are often unnecessary. Allow breakdowns on specific sections only, like P&L.

Enable custom aggregation of sheets across breakdown scopes.

Currently under review

Currently under review

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.

Currently under review

Currently under review

Currently under review

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.

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.

Currently under review

Currently under review

Currently under review

Currently under review

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.

Allow teams to filter actuals and forecast across multiple dimensions (departments, products, regions, etc.) simultaneously.

Enable users to attach comments to cells in their financial model to facilitate discussions where they matter.

Currently under consideration.

Expand Google Sheets integration with dimension support, letting imported ERP transactions keep cost-center, department, and project tags for clearer, more detailed reporting.

Currently under consideration.

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.

Enhance the sidebar experience with smoother drag-and-drop, collapsible groups, tooltips for long names, and improved micro-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.