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Connect your NetSuite account to import actuals into Francis. You can connect multiple accounts if you operate across several companies. Once connected, your chart of accounts is available in the Mappings view, where you map NetSuite accounts to line items in your model.

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Connect NetSuite

Go to Settings > Integrations > NetSuite > Connect. A prompt will appear asking you to authorize Francis as an application in your NetSuite account. This requires Admin rights.

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What Francis sources

Francis pulls the following data from NetSuite:
  • Journal entries: amount, date, and description
  • GL accounts
Dimensions (“Classifications”) are not currently supported for NetSuite, but are on the roadmap.

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Adjustments

Francis automatically adjusts imported data in two ways.
Francis flips the sign for income, expenses, liabilities, and equity accounts to follow the Francis sign convention:
  • Positive (+): Income (I), Asset (A), Liability (L), and Equity (EQ)
  • Negative (-): Expense (EX)

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Retained earnings

NetSuite does not expose its retained earnings account via the API. Francis automatically adjusts for this on other accounting systems, but it is not yet supported for NetSuite. For now, calculate retained earnings manually by adding net profit to equity:
Reach out to support@francis.app if you have questions.

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Settings to enable adjustments

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Account types

Francis applies its adjustments based on account types (Income, Expense, Asset, Liability, or Equity), so every account in NetSuite needs one assigned. To update an account type:
  1. Navigate to Lists > Accounting > Accounts.
  2. Click Edit next to the account.
  3. Update the Type.
  4. Click Save.