If you work with a bookkeeper, looping them into Frank early makes a real difference. Frank handles much of what used to land on their plate: data entry, receipt capture, and transaction posting, freeing up your time together for the conversations that actually move your business forward, like budgeting and planning.

How to Automate Bookkeeping video.

Frank works alongside your bookkeeper, not instead of them. When your bookkeeper understands what Frank is doing and why, they can spend less time on manual tasks and more time on the high-value work that requires their expertise.

The best time to introduce Frank to your bookkeeper is before or right after you get started. Your Customer Success team can join a call with both of you to walk through how Frank fits into your current workflow.

Not sure how to bring it up? Here's a message you can send directly, just update the name and sign off with your own:

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Hi [Bookkeeper's name]

I'm using a new AI tool called hello Frank (hellofrank.ai) so I can get a handle on my numbers faster and easier in real time while running the business.

There are quite a few awesome things it can do, including helping with data entry, receipts, and posting transactions, making the bookkeeping process easier. Leaving us with more meaningful conversations, like budgeting and planning.

I've got a call coming up this week with their Customer Success team, and I'd love you to join me so you can get across it as well.

Mind if I invite you to the call?

Kind regards

[Your name]

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Once your bookkeeper is on board, you can add them as a user in Frank, so they have direct access to your account. See Adding and Managing Users in Frank for step-by-step instructions on how to invite them and control what they can see.

Send your bookkeeper the template above, invite them to your next Customer Success call, and then add them as a user in Frank. Getting them across it early means less admin for everyone and better conversations about what matters most.