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Francis connects to your accounting system to import actuals, plus other sources for data that doesn’t live in the ledger. Set up each integration on its own page. Syncing then works the same way across all of them.

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Available integrations

Accounting systems:

Microsoft Business Central

Visma e-conomic

QuickBooks Online

Oracle NetSuite

Xero

Non-supported ERP

Other sources:

Google Sheets

Currency

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How syncing works

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On-demand syncing

Syncing is on-demand. Francis does not auto-sync or run scheduled syncs, but you can sync as often as you want. This applies to every data source you connect, accounting systems, Google Sheets, and currency rates alike. Trigger a sync from either of two places:
  • Integrations page: sync each data source individually.
  • Left sidebar: use the Data source card at the bottom to sync all data sources at once.
The Data source card also shows the last sync date. It turns yellow, then red, as that date ages, so a stale data source is easy to spot from the model.

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Global vs delta sync

The first sync is always a global sync: Francis pulls the full history from the connected source, back to its earliest data. This one can take a while. A delta sync pulls only what’s new since the last run, which is much faster. It is currently available for Visma e-conomic and Microsoft Business Central. For those integrations, Francis runs a delta sync after the initial global sync, and falls back to a global sync if it detects system changes to historical data. You don’t have to choose between the two. Francis always routes to the right one. All other sources run a global sync every time you sync.

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FAQ

Dimensions are available on Advanced and Mastery plans. Francis automatically detects dimensions in your accounting system, making them available for breakdowns in your model.
Yes. You can connect multiple data sources from the same or different accounting systems. Use Mappings to unify GL accounts across entities.
Yes. To add data sources, upgrade your plan: Core includes 1 and Advanced includes 3, and you can upgrade yourself in Francis. If you’re on Advanced or Mastery and need more data sources than your plan includes, contact support@francis.app.
No. Francis reads data only.
During peak hours, syncs are queued when many workspaces sync at once. The progress bar stays at 0% while queued. If your sync has been stuck for more than 30 minutes, reach out at support@francis.app.