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Overview

By connecting your Oracle NetSuite instance to Francis, you can 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 define custom mappings of NetSuite accounts to corresponding line items in your financial model.

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Configuration

To set up the Oracle NetSuite integration, go to Settings > Integrations > Oracle NetSuite. After enabling this option, a prompt will appear asking you to authorize Francis as an application in your NetSuite account. Completing this authorization step ensures that Francis can securely access journal entries from your NetSuite environment.

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Account categories

For Francis to process your NetSuite data correctly, each general ledger account must have a valid account category. If you haven’t assigned these categories review your NetSuite settings and ensure that each account is properly classified.

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Currency conversion

Imported transactions from NetSuite can automatically convert from their base currency into a chosen target currency. To enable this feature, open the Currency Conversion section of your NetSuite connection settings in Francis and toggle Enable currency conversion. You can use either market rates or custom rates for your conversions.

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Dimensions

Dimensional planning for Oracle NetSuite is scheduled for release during H1 2025. If you have questions about this upcoming feature, feel free to reach out at support@francis.app.

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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 makes reporting easier. Because Francis determines each account’s classification based on your asset range settings, verify that your configuration is correct before proceeding.

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