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, 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
  • Semantic search across your uploaded docs — "what does my trust deed say about minor distributions?"
  • Tools mid-answer — CGT estimate, refinance model, dividend pull, all inside the chat
  • 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. Domain property estimates. 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 corrections

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
  • 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)

See it in your own data.

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

Get started — free