Frank is your virtual CFO - here to answer questions and give actionable insights in real time. To help get you started, here are 10 simple prompts you can use when chatting with Frank to get fast answers.
Note: Make sure you navigate to the homepage to talk directly with Frank.
Try Out Some Of These Prompts!
Show me expenses for the last 6 months by department - See which departments spent the most and identify waste.
How many months of runway do we have at current burn? - Tells you how many months you can keep going at your current rate of spending.
Show me all unpaid invoices for 2025 - Allows you to breakdown invoice dates versus accrual dates so you know when cash will hit the bank.
Simulate a 20% drop in revenue for the next 6 months: What happens to cash and runway? - Shows how a sales drop might affect cash and what you can sustain.
Forecast cash for the next 12 months - Predicts cash so you can start planning now.
Give me top 5 expenses by category and recommend immediate ways to cut spend - Lists your biggest costs and quick actions to save money.
Recommend 3 actions to improve cash in the next 30 days - Gives practical steps you can take now to increase cash quickly.
If we hire a new manager at $100k/year, what does that do to our monthly net cash change? - Shows if you can afford to hire or if you need to wait.
What has been our marketing spend over the last 180 days? - Gives you a quick picture of your marketing spend to compare against sales and gauge return.
Frank, what's the number one thing I should be focused on today? - Frank simplifies the picture by telling you where you stand.
Tips for Getting Better Answers
Make sure all of your accounts and integrations are connected before asking Frank questions so that he can provide accurate answers based on the whole financial picture.
Take some time to review your transactions and confirm Frank has analyzed these correctly.
Be specific when it comes to timelines (rolling, quarterly, by month, etc), departments (Marketing, Operations, Payroll, etc), and the flow of money (Income, Expenses, Sales, etc).
Ask follow-up questions to drill down further based on what Frank is seeing.
Use the thumbs up / thumbs down option to provide instant feedback on how well Frank is answering your questions.