Legal
Legal documents
Everything we publish about how Finance Frank operates, what we're responsible for, and what you can expect from us. If you can't find what you're looking for, email hello@financefrank.ai.
For everyone
The documents that apply to anyone using Finance Frank — whether on a free, paid or practice tier.
Privacy Policy
Last updated 9 May 2026How we collect, use, store, disclose, and protect your personal information. Covers the Australian Privacy Principles, cross-border disclosure, sub-processors, and your access / correction / deletion rights.
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Terms of Service
Last updated 9 May 2026The agreement that governs your use of Finance Frank — eligibility, account responsibilities, acceptable use, the AI disclaimer, payment, termination, and our liability position.
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Refund & Dispute Policy
Last updated 9 May 2026Our refund position for monthly and annual subscriptions, the design-partner pilot terms, and how disputes are handled.
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Security overview
Last updated 9 May 2026Where your data lives, how it's encrypted (AES-256-GCM at the application layer over Supabase's at-rest AES-256), how we control access, the AI redaction layer at the boundary, and our APP 11 + AML/CTF compliance posture.
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Practice tier — by request
The B2B contract layer for practices (accounting, planning, brokerage and advisory firms) that licence the practice tier.
Master Services Agreement & Data Processing Agreement
The Master Services Agreement (MSA) and its Data Processing Agreement (DPA) schedule are the B2B contracts for practice-tier customers (accountants, planners, brokers, advisers). They are not linked publicly because they are negotiated documents — per-customer redlines and Order Form terms vary, and the standard versions are shared by direct URL with practice prospects during sales conversations.
To request the current MSA + DPA package, email hello@financefrank.ai with your firm name + contact and we will send the link, the standard wording and a draft Order Form together. Versions and last-updated dates are noted in the documents themselves.
Email hello@financefrank.aiOur posture
Plain-English explanations of how Frank operates as a platform. Written to make our positioning checkable rather than aspirational.
Our approach
Reviewed 9 May 2026How Finance Frank operates as a platform — coach vs advisor, evidence-based methodology, structural independence, and the boundaries we deliberately keep. Written for everyone.
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Practitioner posture
Reviewed 9 May 2026The TPB / TASA / AML/CTF companion to Our Approach. Written for accountants, tax agents, BAS agents and other practitioners using the practice tier.
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Document conventions
- Last updated dates reflect the date the document content materially changed — typo or formatting tweaks don't reset the clock.
- The MSA and DPA are versioned (e.g. v1.3). Material changes increment the version. Earlier versions remain in force for any contract executed under them.
- Our 30-day sub-processor change notice obligation runs from the date a new sub-processor or material scope change appears on the Privacy Policy and DPA pages — see Privacy Policy s4 and DPA cl 9.
- If something on a posture page (Practitioner Posture or Our Approach) drifts from how the product actually behaves, the page is wrong, not the product. Email privacy@financefrank.ai and we'll fix it.