Hello Frank

What is Frank, and what is the long-term vision?

Frank is your operational, strategic financial AI, built for Founders. Today, he starts as an intelligent co-pilot, giving you unprecedented clarity into your business finances. By connecting to your bank feeds and financial systems, Frank provides real-time dashboards, answers your critical financial questions in plain English, and creates powerful "what-if" scenarios. Our vision is for Frank to evolve into a fully autonomous financial controller. Over the next four months, you will see him gain the ability to automatically categorize expenses, generate departmental budgets, and eventually ma

Will Frank replace my bookkeeper or accountant?

Frank is designed to empower you, the Founder, with the strategic financial insights you need to make critical decisions. Initially, he will automate many of the time-consuming tasks your bookkeeper handles, such as categorizing expenses and reconciling accounts, saving you thousands of dollars and countless hours. While Frank will not file your taxes, he will provide your accountant with perfectly organized, real-time data, making their job faster and more efficient. The goal is to put strategic control in your hands and automate the tedious operational work.

How is Hello Frank different from QuickBooks or Xero?

QuickBooks and Xero are accounting tools that record your financial data. Hello Frank is an AI layer on top of that data — it connects to QuickBooks, Xero, and your bank accounts to proactively analyze, flag issues, and answer financial questions in plain language. Frank does not replace your accounting software; it makes it smarter.

What specific features can I expect during the program?

You are joining at the perfect time. Here's what's coming: Phase 1: Get immediate clarity with a live financial dashboard, AI-powered cash flow forecasting, and the ability to ask Frank anything about your numbers. Phase 2: Frank will begin to automate the busywork. Expect AI-driven expense categorization, automated reconciliations with your accounting software, and detailed reports for each department in your company. Phase 3: Frank will become a true operational partner, managing your full accounts receivable (AR) and accounts payable (AP) processes, from invoice generation to payment schedu

What accounting software and bank integrations does Frank support?

Hello Frank integrates with QuickBooks and Xero for accounting data, Gusto for payroll data, and connects to bank accounts through open banking providers Plaid, Flinks, Akahu, and ACSISS — covering the United States, Canada, Australia, and New Zealand.

Is it safe to connect my company's bank accounts to Frank?

Absolutely. Security and privacy are paramount. It's important to know that Frank never directly accesses your bank accounts or stores your login credentials. We use industry-leading, secure services to link to your bank system and pull transaction feeds. Frank then reads and analyzes this data within our own secure, encrypted environment. Your data is for your eyes only.

What size or type of business is Frank for?

Frank is designed for scaling founders who need financial clarity to grow. It is ideal for businesses with annual revenues of at least $250,000 or more. If your business has consistent sales and you need a better handle on your finances to make key decisions, Frank is built for you.

Is Frank available in my country?

We are launching with full support for bank feeds in the United States, Canada, Australia, and New Zealand. Expansion to the UK and other regions is planned for the future.