Before using Frank at his full potential, there are a few things you can do to get a head start. Accept your invitation, log in, and start connecting your bank accounts and accounting system.
The more data Frank has flowing, the more useful he will be.
If your invitation lands in Promotions, please move it to the Primary inbox (if you're using Gmail).
Step 1 — Accept Your Invitation
You'll receive an email titled Invitation to join Hello Frank. Inside is a large Accept Invitation button.
Click the button to move yourself into the Frank system, so you can log in and start using the product.
If you cannot find it, search 'Accept Invitation' or an email from [email protected].
Step 2 — Create Your Account
After accepting, you'll land on the account creation screen. Choose the option that fits your situation:
Sign in with Google: if you're a Google user and you'll be the only person logging in, this is the fastest option.
Email and password: fill in the form at the bottom of the screen if you'd like to share access with a team member (such as someone on the finance or accounting team) using a separate login.
Once your account is created, you'll land on the home screen. You'll see Get Started in the top-right corner, that means you're logged in and ready to talk to Frank.
Logging Back In Later
If you come back from a different computer (or you see a Join the wait list screen after an update), don't worry, your account is already created. Scroll to the bottom of the form and click Sign In to get to the login page.
Talking to Frank
If you've used ChatGPT, Gemini, or Claude before, talking to Frank will feel familiar. But before Frank can answer questions about your business, you need to plug him into your data, and that's what the next steps cover.
In the top-left of the screen, you'll find a few navigation icons: a button for starting a new conversation, the Integrations screen, and the Banking screen. Start with Banking.
Step 3 — Connect Your Bank Accounts
Click the Banking icon in the top-left. The first time you arrive, you'll see a single green button in the middle of the screen, click it to begin.
Choose the bank feed provider for your region:
Follow the prompts to log into your bank. The exact flow varies by institution, but you'll be asked for your bank username, password, and any multi-factor authentication codes.
Connect everything that gives Frank a full picture of your business, checking accounts, savings accounts, credit cards, American Express, and any other institutions you use. Repeat the process for each bank.
For more detail, see How do I connect my accounts? and What bank accounts can I connect?
How Far Back Frank Pulls Your Transactions
As soon as a connection is made, Frank pulls in the most recent 30 days of transactions so you can start working immediately. In the background, Frank then keeps syncing further back, as far as the provider will allow:
Plaid — up to 2 years
Flinks — up to 365 days
Some banks are more limited. Capital One, for example, only allows 90 days.
If you have hundreds or thousands of transactions a month, the full historical sync can take a little while. That's normal, let it run.
What the Banking Page Looks Like
Once accounts start coming through, the Banking page will show:
Your total Available Cash balance across all checking and savings accounts
Your credit card details
A block for each financial institution you've connected
Forgot one? Click Connect New Account at the top of the Banking page to add another institution at any time.
Step 4 — Connect Your Accounting System
While your bank feeds sync in the background, head over to the Integrations screen (top-left icon) to connect your accounting system and any other tools you use.
Available integrations include:
Accounting — QuickBooks, Xero, FreshBooks, Sage, Zoho
Payments and sales — Stripe, Shopify, Square, PayPal
A good rule of thumb: if you're in the US, you're likely using QuickBooks; outside the US, it's most often Xero. Connect whichever applies, plus any sales or payment tools you rely on. The list of integrations grows over time, so there may be a few more available by the time you're reading this.
As data syncs through, hover over the integration tile and within a few seconds you'll see customers, vendors, invoices, and payments coming online.
Step 5 — Review Your Transactions
Once data is flowing, Frank can already pick up a lot on his own. Common merchants like Uber, plus everyday entries like automatic credit card payments, are categorised right out of the box.
To see what's come through, go to Banking and click View all transactions. From here you can browse every transaction Frank has imported across every account.
Some transactions will need a bit of training; that's exactly what we'll cover in other videos. For a head start, see Spot-Checking Your Transactions When You First Start with Frank.
Summary
Remember: accept your invitation, log in, connect your bank accounts and credit cards from the Banking page, and connect your accounting system from the Integrations page.
With your data already flowing into Frank, the rest of the onboarding can focus on the fun part: training Frank on your business.