Skip to main content

Replying to Your CFO Briefing: Emailing Back and Forth with Frank

How to continue the conversation after receiving a CFO briefing: reply directly from your inbox, and Frank will respond with follow-up analysis.

When Frank sends you a CFO briefing, you don't have to log in to ask a follow-up question. You can reply to the briefing email, and Frank will respond in the same thread, turning a one-way report into a live conversation.

How It Works

Every CFO briefing email Frank sends is a live address you can reply to. When you hit reply and send a question, Frank reads your message, analyses your financials, and sends a response back to your inbox, usually within a minute or two.

The conversation stays in your email thread, so you can keep asking follow-ups without switching to the Frank app.

What to Ask in a Reply

You can ask Frank the same kinds of questions you'd ask in the app. Some useful examples:

  • Drill into a number: "Which clients make up most of that revenue figure?" or "What's driving the increase in operating expenses?"

  • Compare periods: "How does this month compare to the same time last year?"

  • Forecast a scenario: "If revenue stays flat for the next 90 days, when do we run out of runway?"

  • Explain a term: "What's included in Cost of Goods Sold here?"

Frank uses your live financial data when it replies, so the numbers in its response reflect your current position, not just what was in the original briefing.

Tips for Getting the Best Responses

Be specific. "Why is profit down?" gives Frank less to work with than "Why is net profit down compared to last quarter, is it revenue, costs, or both?"

One question at a time. Frank handles single, focused questions better than multi-part requests in one email.

Don't edit the subject line. Changing the subject line can break the thread. Reply without altering it, and Frank will always be able to connect your message to your account.

Prompts library.

Summary

Hit reply on any CFO briefing email to start a back-and-forth with Frank — no need to open the app. Ask follow-up questions, request deeper breakdowns, or explore a scenario, and Frank will respond to your inbox with analysis grounded in your live data.

Did this answer your question?