Frank gives you a clear picture of your business finances by breaking down your income and expenses in an easy-to-understand format. Here's how to use these features.
Asking About Income
To see your income, open a New Conversation from the Frank dashboard and ask something like "Show me my income" or "What's my income this month?" Frank will respond with a visual breakdown of your income sources, displayed as an interactive chart.
You can switch between Chart view and Table view to see the data in whichever format works best for you. The chart makes it easy to spot trends at a glance, while the table gives you the precise figures.
Drilling Into Income Details
Click on any segment of the chart to drill down into that category or period. Frank will show you a detailed list of the individual transactions that make up that income, so you can see exactly what's contributing to your numbers.
Asking About Expenses
You can ask Frank about your expenses just as easily — try "Show me my expenses" or "What did I spend last month?" Frank will display a breakdown of your expenses by category, giving you a clear view of where your money is going.
Like the income view, you can toggle between Chart and Table views, and click into any category to see the individual transactions behind it.
Understanding the Breakdown
Frank categorises your income and expenses automatically based on your accounting data, making it simple to identify your biggest revenue streams and your largest costs without needing to run manual reports.
Summary
Whether you want a high-level overview or a transaction-by-transaction breakdown, Frank makes it easy to understand your income and expenses at any time. Just ask the question and Frank will surface the data instantly.