Even if you've connected QuickBooks or Xero, Frank still needs a direct connection to your bank accounts. The two connections do different jobs, and Frank needs both to give you an accurate picture of your cash.
What QuickBooks or Xero gives Frank
When you connect your accounting software, Frank pulls in your invoices (money you're owed) and bills (money you owe). This is what powers the expected cash in and out on your forecast. Frank can see what's scheduled to arrive or go out based on your accounting records.
What your accounting software doesn't give Frank is a live view of your actual bank balances or real-time transactions. That data lives at your bank, not in QuickBooks or Xero.
What your bank connection gives Frank
A direct bank connection gives Frank your real-time cash balance and a live feed of transactions as they clear. This is what Frank uses for your daily cash position, your Daily Cash Summary email, and to track what's actually happened versus what was forecast.
It also powers Auto Reconciliation. Frank can push transactions from your bank feed directly into QuickBooks or Xero so your books stay up to date automatically.
How they work together
Think of it this way:
QuickBooks / Xero → tells Frank what's expected (invoices due, bills to pay)
Bank connection → tells Frank what's actually happened (real balances, cleared transactions)
Together, they give Frank everything it needs to show you an accurate cash flow forecast, one that reflects both your upcoming obligations and your true cash position right now.
Summary
Connect both your accounting software and your bank accounts to get the most out of Frank. If you haven't connected your bank accounts yet, head to Banking (Greek temple icon) to add them.
