For in-depth information on how to set up and configure a connection to your accounting system, we suggest reviewing the documentation for that specific integration and follow the steps outlined on those pages.
Users on Advanced and Mastery plans have access to dimensional planning. Francis will automatically detect any available dimensions in your accounting system, allowing you to pick which dimension is relevant for your financial planning.
Yes, you can easily configure multiple connections from either the same or different accounting systems. These can then subsequently be consolidated through our Mappings feature, allowing you to unify your general ledgers across entities.
Depending on your current plan, you can unlock more connections by either upgrading to a different tier or by adding more connections to your existing plan.
For users on the Core plan, upgrade to Advanced or Mastery to add more connections.
For users on the Advanced plan, upgrade to Mastery and add more connections.
For users on the Mastery plan, simply add more connections to your existing plan.
There is no limit to how frequently you can sync your data in Francis. However, Francis currently does not support scheduled data source syncs, meaning you’ll just need to initiate a sync when you want to pull the latest actuals from your connected systems.
No. By design, Francis exclusively reads data. For this reason, we always recommend to resolve any data issues at the source, e.g. if you encounter errors in your bookkeeping.
