Finance Frank

Get Frank with
your finances.

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.

For yourself

I manage my own money

See how Frank tracks your wealth, tax position and super — from $0/mo.

See the tour →

For finance professionals

I run a practice

Each client gets their own Frank. You get the practice surface — from $200/mo.

See practice tiers →

Or skip ahead — get started free →

Meet Frank

Not a chatbot.
A financial brain.

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 demo

Frank · 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

Cash runway looks healthy. EOFY tip: $7,300 of concessional cap is unused — worth ~$1,750 in tax saved. Want me to run the odds your super lasts to 90?

What Frank does differently

Three things every other money app gets wrong.

Reads your data, not the web

Specific to your numbers.

Frank reads the data and documents you give him — income, assets, super caps, your actual statements — and answers from your real numbers. So you get "you have $12,500 of unused concessional cap; sacrificing it saves $4,687 this FY," not "consider salary sacrificing." Forward a statement and Frank reads it and proposes the entry; every opportunity it spots is tallied into a running "Frank found you $X".

Australian to the cent

Built for AU tax, not adapted to it.

PAYG, Medicare, MLS, CGT, super caps with 5-year carry-forward, FBT, stamp duty — every rate lives in a public registry with its source URL and a last-verified date. A weekly verifier checks against the ATO / Services Australia and flags any drift.

Your whole household

You, your partner, your SMSF, your trust.

Most money apps assume one person, one account. Frank models individuals, couples, companies, trusts and SMSFs — each with its own P&L and tax treatment — and answers across all of them. And when Frank acts on a change, he proposes and you approve; he never moves money.

Pricing

Start free.
Grow into it.

Personal: $0 to $25/mo. Practice: from $200/mo for 50 clients. Cancel any time.

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Why I built Frank

Jace Burgess, founder of Finance 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

Built to be trusted with your money

Your data, handled the way financial data should be.

Hosted in Australia

Your data lives in a Sydney data centre — onshore, for Australian data residency.

Encrypted, with TFNs redacted

AES-256 at rest plus an extra application-layer cipher. TFNs and account numbers are stripped out before any AI ever sees them.

Never used to train AI

Your financial data is never used to train AI models — ours or our providers'.

You hold the keys

Scoped, revocable access for anyone you invite — and you can connect your own AI (Claude, ChatGPT, Gemini), read-only.

Read our security overview →

Your money,
finally clear.

90 seconds to set up. Zero spreadsheets.

Get started — free