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Overview

By connecting your Business Central instance to Francis, you can seamlessly import and consolidate your actuals. Once integrated, Francis makes your chart of accounts accessible via the Mappings view in your model. From there, you can map Business Central accounts to corresponding line items in your financial model, ensuring more accurate and consistent reporting.

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Configuration

To set up your Business Central integration, go to Settings > Integrations > Business Central. After enabling, a prompt will appear asking you to confirm the addition of Francis as an application to your Business Central account. Completing this authorization step ensures that Francis can securely access the necessary data.

To connect Business Central, you often need Admin rights and may need assistance from IT or external consultants. If you encounter any issues, please reach out to support@francis.app, and we’ll send you a guide on properly configuring your Business Central account.

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Account categories

To ensure that imported transactions are processed correctly, all general ledger accounts in Business Central must have appropriate account categories assigned. If you have not yet categorized your accounts, or if you need to double-check these settings, go to Finance > G/L Account Categories > Edit list > Account Category in Business Central to review and confirm that each account is properly classified.

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Dimensions

Francis automatically detects whether you use dimensions in Business Central. If you intend to incorporate dimensions into your planning, you can designate which dimension is most relevant. Once selected, this dimension will be available for splits and breakdowns within Francis, helping you gain deeper insights into your financial data.

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Currency conversion

Business Central transactions can be automatically converted from their base currency to a target currency using market or custom exchange rates. To enable this feature, open the Currency Conversion section of your Business Central connection settings in Francis and toggle Enable currency conversion.

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Adjustments

Francis applies several adjustments to ensure that imported data is aligned with best practices and supports clear financial analysis.

Francis follows a consistent convention for interpreting accounts:

  • Positive (+): Income (I), Asset (A), Liability (L), and Equity (EQ)

  • Negative (-): Expense (EX)

This standardization simplifies comparisons and ensures that reports remain straightforward to interpret. Since Francis relies on your asset range configuration to determine each account’s classification, it’s critical to confirm that your asset range settings are correct.

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