Finance Frank

Clarity for
your money.

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

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.

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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

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

Three things every other money app gets wrong.

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

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

Your money,
finally clear.

90 seconds to set up. Zero spreadsheets.

Get started — free