Inviting Collaborators

Sharing & collaboration

Finance Frank Pro lets you share access to your financial data with trusted people. Choose between two collaboration roles:

• Co-owner — a partner or family member with full access, optionally linked to their own entity
• Collaborator — a professional like an accountant or financial advisor with configurable (typically view-only) access and no entity link

Sharing requires a Pro plan.

How sharing works

Seats

Your Pro plan includes 1 free collaborator seat. Additional seats cost $5/month each. You manage seats from Settings > Sharing.

Inviting someone

1. Go to Settings > Sharing
2. Choose a role: Co-owner or Collaborator
3. For co-owners, optionally link them to an existing entity (e.g. your partner's individual entity)
4. Enter the person's email address
5. Configure granular permissions using the toggle grid (see below)
6. Click Send Invite

The person will receive an email invitation. If they don't have a Finance Frank account, they'll be prompted to create one (at no cost to them — they inherit your Pro access).

Roles

| Role | Default access | Entity link | Best for | |------|---------------|-------------|----------| | Co-owner | Full access (all permissions ON) | Optional | Partner, spouse, family member | | Collaborator | View only (import & entity management OFF) | None | Accountant, financial advisor, bookkeeper |

Granular permissions

Every collaborator has individually toggleable permissions for each area of your account:

• Dashboard — view the financial overview
• Assets — view and manage assets
• Liabilities — view and manage liabilities
• Income — view and manage income sources
• Budgets — view and manage budgets
• Goals — view and manage financial goals
• Tax — view tax position and estimates
• Transactions — view and manage transactions
• Reports — view financial reports
• Frank AI — ask Frank questions about the shared data
• Import — import transactions and data
• Manage Entities — create, edit, and archive entities

You can change these permissions at any time from Settings > Sharing by clicking Permissions next to the collaborator's name.

Seat billing

• 1st collaborator — free, included with Pro
• Additional collaborators — $5/month each, billed to your subscription
• Seats are locked for the calendar month — you can change the user in a seat once per month

Revoking access

To remove a collaborator:

1. Go to Settings > Sharing
2. Click Revoke next to the collaborator
3. Their access is removed immediately

Note: If the seat was added this month, it will be locked until the end of the month. You can still revoke access, but the seat remains billed until the lock period ends.