Frank stores key details about each of your companies in Settings. This is where you can update your company name, set a revenue target, add your website, and manage connected bank accounts — all in one place.

To open your company details:

On the company details page, click the pencil icon in the top-right corner of the company card to open the edit panel. From here you can update:

Company name and tagline — Your company name appears throughout Frank. The tagline is a short description that sits beneath it. You can type one manually or click the refresh icon to generate one automatically.

Website URL — Add your company's website address (e.g. www.yourcompany.com). Frank uses this to help identify and enrich data about your business.

Revenue target and timeframe — Select how much you want to grow your revenue (x2, x3, x5, or x10) and over what period (6, 12, 18, or 24 months). This target is displayed on your company card and feeds into Frank's goal tracking. For example, if you're aiming to double your revenue within 18 months, select x2 and 18 months.

Bank accounts — The edit panel also shows your connected bank accounts. If you haven't connected one yet, click Connect a bank account to get started.

When you're done, click Save Changes. Click Cancel to discard any changes.

The Companies page lists all the companies on your account. Each card shows a summary — your revenue target, number of entities, connected integrations, and the users who have access. To add a new company, click + New Company in the top-right corner of the Companies page.

Each company is managed separately, so any changes you make in the edit panel apply only to that company.

Head to Settings → Companies to view and edit your company details. Click the pencil icon on any company card to update its name, tagline, website, revenue target, or connected bank accounts.