Finance Frank
The AI assistant that organises your money — across wealth, tax, super, and the complex bits — so you arrive at your accountant, planner, broker or adviser already informed and on the front foot.
Meet Frank
Drop a PDF statement, paperclip a receipt, dictate a question — Frank reads what you give him and answers in plain English with the actual numbers. Across every entity you've set up: personal, SMSF, trust, company.
Try the live demoFrank · 1.2s
Your net wealth is $1.24M, up +$8,200 this month. Most of the lift is your CBA holding (+$5,800) and an offset bump on the home loan.
Net wealth
$1.24M
This month
+$8,200
12-mo trend
+9.4%
Frank's take
You're inside your share allocation drift band. No rebalance needed. EOFY tip: $7,300 of concessional cap is unused — worth ~$1,750 in tax saved.
What Frank does differently
AI that knows your data
Specific, not generic.
Frank reads the data you set up — income, assets, debts, super caps, tax position — and answers from your actual numbers. So you get "you have $12,500 of unused concessional cap, sacrificing it would save $4,687 this FY" — not "consider salary sacrificing."
Australian rates, cited
Every number traces to its source.
Tax brackets, super caps, HELP bands, MLS thresholds — all live in a public registry with the source URL and a last-verified date. A weekly verifier checks against ATO / Services Australia and alerts on drift.
Frank acts
You approve, he commits.
When you ask for a change, Frank proposes — "bump groceries to $1,500" — and you approve or reject. Every action is logged with a 30-minute undo window. He never moves money.
Pricing
Personal: $0 to $25/mo. Practice: from $200/mo for 50 clients. Cancel any time.
Compare plansWhy I built Frank

I’m Jace. I built Finance Frank because, for years, I was the person with my financial life scattered across a dozen places — ESPP, vested stock, a growing share portfolio, looking at property, super sitting in more than one fund.
Every meeting with a broker, planner or accountant started the same way: half the hour spent packaging up where things stood. The advice I got back was only ever as good as the snapshot I’d hurriedly pulled together five minutes before.
The name Frank is a quiet tribute to my grandad — a legend, the family figurehead, always guiding and supporting. It’s also the brief: be frank with your finances. Real numbers. Better financial health.
— Jace Burgess, founder