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White-label Custom Domain (Practice)

Pro

Last updated 2026-05-03

What it does

Practice-tier users can serve Frank to their clients on their own subdomain (e.g. portal.smithco.com.au) instead of the canonical app.financefrank.ai. Your logo replaces the Frank logo in the sidebar; your brand colour applies to interactive elements; the "powered by Frank" footer is optional.

Setup

  1. Open Practice → scroll to Custom domain (white-label).
  2. Enter the domain you want to serve from, e.g. portal.smithco.com.au.
  3. Click Get DNS instructions. Frank mints a verification token and shows you two DNS records to publish:
    • TXT record at _frank-verify.<your-domain> containing the token (proves you own the domain)
    • CNAME record at <your-domain> pointing to cname.vercel-dns.com (routes traffic to the Frank app)
  4. Publish both at your DNS host. Propagation usually takes 1–15 minutes.
  5. Click Verify domain. Frank does a TXT lookup; on match it stamps the domain verified and goes live.

What changes for your clients

Once verified, anyone visiting portal.your-firm.com.au sees:

  • Your logo in the sidebar header
  • Your practice name in the footer
  • Your brand colour applied to accents
  • "Powered by Frank" in the footer (toggleable in your practice settings)

The app itself behaves identically. Login, data, features — all the same.

Removing the domain

Click Remove on the custom-domain card. The domain mapping is cleared and clients fall back to the canonical Frank URL on their next visit.

What's not covered yet (v1)

The Vercel hosting-side mapping is operator-side — we publish the CNAME target you point to (cname.vercel-dns.com) and need to add your host to our hosting provider after you verify. Email us at hello@financefrank.ai once verification is green and we'll provision the SSL cert (typically a few minutes).

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