Integrations

Automate all your data imports

Connect your accounting systems and other business tools to automatically pull actuals into your financial model.

Dashboard view for Acme Advisory Inc., displaying three client workspaces, each with their respective number of collaborators and data sync statuses. The first workspace (PO) has 5 collaborators, the second workspace (FK) has 3 collaborators, and the third workspace (AS) has 6 collaborators, with data synced at different times, ranging from 2 to 9 hours ago.

Avoid repetitive tasks and the monthly close crunch

Finance teams spend 100s of hours every year collecting, transforming, and cleaning data. With Francis, data imports are fully automated and error-free.

How it works

Fully flexible and transparent

Step 1 icon

Connect in seconds

Connect your accounting system to Francis using our native integrations to get started in 5 minutes or less.

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Match accounts

With direct access to your accounting systems, bridge your general ledger and financial model.

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Inspect transactions

Drill down into the transactions that make up the actual figures in your financial model.

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Be alerted about changes

Receive notifications when changes have been made in your systems that require your attention.

"Francis has provided us with increased visibility and efficiency. We no longer juggle multiple spreadsheets across different accounting systems or deal with manual updates”

Suzanne Sangiovese, Director of Finance at Riskline

Modeling
Step 1

Connect in seconds

Our native integrations are built to seamlessly connect with your accounting systems. Connect your accounting system and you'll be up and running within 5 minutes. No technical skills required.

QuickBooks Online integration settings dashboard showing options to connect multiple QuickBooks accounts. The interface displays three connected accounts: Acme Inc., Acme Corp., and Acme UK Corp., with sync statuses ranging from 3 hours ago to 31 days ago. The settings menu includes sections for General, Plans, Members, and Data sources.
Step 2

Match accounts

Your financial model is probably structured differently than your general ledger. With our mapping feature, you'll define the appropriate mapping between your accounting system and financial model. Want to group multiple accounts? No problem.

Visual representation of a financial platform interface displaying profit and loss categories with a drag-and-drop feature. 'Professional services' is being dragged from the general ledger section into the 'Revenue' section under 'Profit and loss,' highlighting financial categorization and customization within the software.
Step 3

Inspect transactions

Financial models used to be disconnected from the underlying data they're trying to explain. With Francis, you can inspect actuals to view underlying transactions, making it easy to explain variances and spot bookkeeping errors.

Financial dashboard showing transaction amounts for three accounting platforms: QuickBooks ($229.30), Business Central ($13,820), and Visma e-conomic ($830.70). The highlighted total for 27 June is $14,880, with other amounts like $10,260 and $17,395 also visible.
Step 4

Be alerted about changes

CSV exports and manual adjustments are a thing of the past. Instead, fetch your latest actuals into your financial model with one click and get notified if changes are detected in your connected systems - including the addition of new general ledger accounts.

Financial dashboard interface displaying consolidated profit and loss statements with revenue, gross profit, and operating expenses for different entities like Central Park and Brooklyn.

FAQ

Feel free to contact us if you have other questions.

Contact
How many integrations can I connect to?

You can connect to as many tools as you like. Your number of active connections may impact your pricing; please see our plans for more information.

What if I have multiple entities/subsidiaries?

Each entity/subsidiary is counted as a separate connection. If you have multiple entities/subsidiaries within an accounting system, you'll be asked to select the right one when connecting.

What if my entities/subsidiaries have different general ledger structures?

That's no problem. With mappings, you can synchronize multiple general ledgers to your financial model, unifying all general ledgers.

What if one of my tools is not supported?

If one of your tools is unsupported, we recommend importing the data via a Google Sheets connection or manually copy-pasting the data into the Francis sheet. Please also let us know at support@francis.app. We appreciate input on what integrations to build next.

What data is included when importing from accounting systems?

Francis imports all booked journal entries from your accounting system, including dimensional values and general ledger account names. Francis doesn't import customers, products, invoices, or other similar tables. Francis only imports booked journal entries, not draft ones, which appear in selected accounting systems such as Visma e-conomic.

Do you transform the data coming from accounting systems?

We adjust accounting system data to ensure coherence, including presenting numbers with the correct signs and adjusting retained earnings. Learn more here.

Do you include dimension data from accounting systems?

Yes. Learn more here.

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