Features

One app.
Your full money life.

Wealth, tax, super, business, property, retirement — wired together, with Frank watching. No spreadsheets. No copy-pasting between tools.

Try Frank belowGet started — free →

No card required. Free is genuinely useful.

Live demo

See Frank in action.

Pick a question. Frank answers using the same component shapes the real app renders — facts, charts, action proposals, parsed documents. The data here is canned for the demo; in your account, every number is yours.

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Frank — the AI

An assistant who actually knows your money.

Drop a PDF, paperclip a receipt, forward a statement, dictate a question. Frank reads what you give him and answers in plain English with the actual numbers — across every entity you have set up.

  • Streaming responses with citations to ATO / state revenue / Services Australia
  • Document inbox — upload or email in a statement, PDS, receipt or policy schedule; Frank reads it and proposes an entry for you to approve
  • Early-warning signals — flags a low cash runway, spending outpacing income, high leverage, a sharp income drop or an unusual spending spike
  • Semantic search across your uploaded docs — "what does my trust deed say about minor distributions?"
  • Multi-entity aware — answers shift between you, your SMSF, your trust
  • Proposes write-actions you approve or reject; never moves money silently

Wealth + Money

Your full picture, with the take-home built in.

Live ASX/US/crypto pricing. Asset parcels with FIFO/specific-ID for clean CGT. Take-home preview inside every income source. Receipt OCR, smart CSV import, cashflow forecast.

  • Asset parcels with cost basis, FIFO/specific-ID disposal flows feeding CGT
  • Property build tracking — drawdowns, capitalised interest, mark-tenant-ready
  • Novated lease detail with ECM sanity-check vs packager quote
  • Live take-home preview — sacrifice, novated lease (incl. EV/PHEV FBT exemption)
  • Receipt + payslip OCR; AI-categorised transactions that learn from your corrections and common merchant patterns (privacy-safe)
  • "Frank found you $X" — a running tally of the quantified opportunities Frank has surfaced from your own data

Tax + Super

Australian rules built in, not bolted on.

PAYG, Medicare, MLS, LITO, SAPTO, HELP, sacrifice, CGT, SMSF caps with 5-year carry-forward, sole-purpose and in-house asset checks. Consolidated across you, partner, SMSF, trust, company.

  • PAYG / Medicare / MLS / LITO / SAPTO / HELP / SFSS / sacrifice / novated lease
  • CGT with FIFO / specific-ID, 50% discount, PPOR 6-year rule, loss carry-forward
  • SMSF caps + 5-year carry-forward; pension-phase drawdown + transfer-balance
  • Retirement projections — the odds your super lasts, with best/worst-case ranges that model market ups and downs (not a straight line)
  • Compliance pill — sole-purpose, in-house assets, audit-readiness
  • Accountant Pack export — structured PDF/CSV, ready to email

Multi-entity + Sharing

For your whole household — and the professionals you bring in.

Individual, couple, partnership, company, trust, SMSF — each with separate P&L and tax treatment. Invite accountants, planners, brokers and advisers with role-scoped, auto-expiring access.

  • Six entity types with separate tax treatment + ownership-weighted totals
  • Role presets (accountant / planner / broker / adviser) per entity
  • Auto-expiring invites for short engagements; read-only by default
  • Email Accountant Pack directly to a collaborator
  • iOS + Android with biometric unlock, Siri shortcuts, home-screen widgets (coming soon)

Open by design

Bring your own AI.

Already live in Claude, ChatGPT or Gemini? Connect it to your Finance Frank data and ask it questions there too. Frank exposes a secure Model Context Protocol (MCP) endpoint, so the AI you already use can read what you choose — read-only, scoped to exactly what you approve, and revocable any time. Your data is never locked in.

  • Connect Claude, ChatGPT or Gemini via the open Model Context Protocol (MCP)
  • Read-only access, scoped to the data you approve — never write access
  • Connect with OAuth, or generate a personal access token — every access is logged
  • Revoke any connection instantly in Settings; your data stays yours

See it in your own data.

Free is genuinely useful. 90-second setup. No card required.

Get started — free