---
title: Francis Reviews
meta_title: 'Francis Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Francis works for a business like yours.
date_modified: '2024-11-22'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Francis Reviews
**Vendor:** Francis  
**Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)
## About Francis
Francis is a financial planning platform that combines the flexibility from spreadsheets with dedicated FP&A features. With features for consolidation, budgeting, forecasting and reporting, Francis is purpose-built for finance teams in SMBs looking to automate manual processes and future-proof their financial planning. Learn more at www.francis.app






- [View Francis pricing details and edition comparison](https://www.g2.com/products/francis/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+16%3A23%3A13+-0500&secure%5Bsession_id%5D=9c9307b7-51ac-4618-921d-f7f5ac088fef&secure%5Btoken%5D=f835caf2a24d12e6701e551729e0890faea1c0dbfe3c9cfa63419a6aab4dfc21&format=llm_user)

## Francis Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Data**
- Data Visualization
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Approval Process Control

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

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