Transactions
Importing Transactions
How to import bank transactions into Finance Frank.
AI Categorisation
How Frank's AI automatically categorises your transactions.
Bank connections (CSV import)
How to bring transactions in from your bank — CSV today; auto-feed evaluation underway.
Receipt Scanning (OCR)
Snap a photo of a receipt and auto-fill transaction details using AI-powered OCR.
Custom CSV Column Mapping
Import CSV bank statements with non-standard column names using the column mapping tool.
Transaction Action Flags: Tax-deductible, Needs Receipt, Expensable
Three independent toggles on every transaction. Any combination is valid. The notes field and one attached receipt serve all three purposes.
Duplicate Transaction Detection
Automatically detect and flag duplicate transactions when importing bank statements.
Xero CSV Export for Your Bookkeeper
Export categorised transactions for any date range as a Xero-friendly CSV. Your bookkeeper imports it into Xero's Bank Statement feed and builds a one-time rule to map your categories to their Chart of Accounts.
Receipts Queue
Every transaction flagged needs-receipt sits in one place until you attach the document. Take a photo on mobile or upload a file — Frank OCRs it and clears the row.
Why your accessible cash is lower than your total cash
Cash inside an SMSF entity is locked until preservation age. Finance Frank shows accessible vs locked separately so you don't accidentally count what you can't spend.
Expense Reports — Reimbursement from Your Employer
Bundle a month's expensable transactions into a single PDF the employer can pay out against. Generated from Frank with one click, status-tracked from draft to reimbursed.