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Connect your Xero 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 Xero accounts to line items in your model.

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Connect Xero

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

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What Francis sources

Francis pulls the following data from Xero:
  • Journal entries: amount, date, and description
  • GL accounts
Dimensions (“tracking categories”) are not currently supported for Xero, 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

Xero 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 Xero. 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 Xero needs one assigned. To update an account type:
  1. Navigate to Accounting > Chart of Accounts.
  2. Click the account name.
  3. Update the Account Type.
  4. Click Save.