Frank AI
Asking Frank Questions
How to use Frank AI to get answers about your finances.
Frank Everywhere — the chat bubble
Frank lives in the bottom-right of every page. Open the slideover, ask about what you're looking at, then carry the thread to the next page.
What Frank Can Do
An overview of Frank AI's capabilities and limitations.
Learning Topics
Browse financial education topics and learn about tax, super, investing, and more.
Voice and documents in Frank
Push-to-talk to dictate questions, and paperclip or drag-drop a PDF / image so Frank can read it before answering.
Risk Profile Questionnaire
Complete a 5-question risk assessment to personalise Frank's financial advice to your tolerance.
Frank Memory
Tell Frank facts and preferences once — Frank uses them in every future conversation.
Asking Frank About Your Documents
ProFrank can semantically search across your uploaded financial / legal documents and answer questions about clauses inside them. 'What does my trust deed say about X?'
Early-warning Signals
Frank proactively flags signs of financial stress — low cash runway, spending outpacing income, high leverage, a sharp income drop, or an unusual spending spike — so you can look into them early.
Frank Found You $X
Frank keeps a running tally of the quantified opportunities it has surfaced from your own data, so you can see the value it has helped you spot over time.