Hello Frank AI

Frank Academy is a library of short training videos to help you get the most out of Frank. Click any title below to watch.<br><br><a href="https://hellofrank.wistia.com/folders/ynnlw8gnh4" rel="nofollow noopener noreferrer" target="_blank">Channel library</a>

<a href="https://hellofrank.wistia.com/medias/wzwy8yx5bi" rel="nofollow noopener noreferrer" target="_blank">Automating Bookkeeping</a>

<a href="https://hellofrank.wistia.com/medias/a25fpqbk9i" rel="nofollow noopener noreferrer" target="_blank">Banking Connection Settings</a>

<a href="https://hellofrank.wistia.com/medias/m16j6cpbup" rel="nofollow noopener noreferrer" target="_blank">CFO Briefings</a>

<a href="https://hellofrank.wistia.com/medias/1utfau82ml" rel="nofollow noopener noreferrer" target="_blank">Cash Flow Forecasting &amp; Vendor Patterns</a>

<a href="https://hellofrank.wistia.com/medias/munqe764l1" rel="nofollow noopener noreferrer" target="_blank">Conversations With Frank (Reviewing Expenses)</a>

<a href="https://hellofrank.wistia.com/medias/fxpk6mxlbr" rel="nofollow noopener noreferrer" target="_blank">Documents in Conversations</a>

<a href="https://hellofrank.wistia.com/medias/q35kes0ez6" rel="nofollow noopener noreferrer" target="_blank">Documents (Uploading &amp; Email Forwarding)</a>

<a href="https://hellofrank.wistia.com/medias/qpn9w6eg9l" rel="nofollow noopener noreferrer" target="_blank">How To Categorize Expenses &amp; Create Rules</a>

<a href="https://hellofrank.wistia.com/medias/u99tx0z5n3" rel="nofollow noopener noreferrer" target="_blank">Analyzing Revenue, Invoices and Payments</a>

<a href="https://hellofrank.wistia.com/medias/7v7mdzmtvr" rel="nofollow noopener noreferrer" target="_blank">Analyzing P&amp;L Statements</a>

<a href="https://hellofrank.wistia.com/medias/bz76v3l86n" rel="nofollow noopener noreferrer" target="_blank">Companies vs. Entities</a>

<a href="https://hellofrank.wistia.com/medias/whwanufak0" rel="nofollow noopener noreferrer" target="_blank">Reviewing Transaction Types</a>

<a href="https://hellofrank.wistia.com/medias/ewuwk2nqxq" rel="nofollow noopener noreferrer" target="_blank">Add Additional Users To Your Account</a>

- <a href="https://hellofrank.wistia.com/medias/wzwy8yx5bi" rel="nofollow noopener noreferrer" target="_blank">Automating Bookkeeping</a>
- <a href="https://hellofrank.wistia.com/medias/a25fpqbk9i" rel="nofollow noopener noreferrer" target="_blank">Banking Connection Settings</a>
- <a href="https://hellofrank.wistia.com/medias/m16j6cpbup" rel="nofollow noopener noreferrer" target="_blank">CFO Briefings</a>
- <a href="https://hellofrank.wistia.com/medias/1utfau82ml" rel="nofollow noopener noreferrer" target="_blank">Cash Flow Forecasting &amp; Vendor Patterns</a>
- <a href="https://hellofrank.wistia.com/medias/munqe764l1" rel="nofollow noopener noreferrer" target="_blank">Conversations With Frank (Reviewing Expenses)</a>
- <a href="https://hellofrank.wistia.com/medias/fxpk6mxlbr" rel="nofollow noopener noreferrer" target="_blank">Documents in Conversations</a>
- <a href="https://hellofrank.wistia.com/medias/q35kes0ez6" rel="nofollow noopener noreferrer" target="_blank">Documents (Uploading &amp; Email Forwarding)</a>
- <a href="https://hellofrank.wistia.com/medias/qpn9w6eg9l" rel="nofollow noopener noreferrer" target="_blank">How To Categorize Expenses &amp; Create Rules</a>
- <a href="https://hellofrank.wistia.com/medias/u99tx0z5n3" rel="nofollow noopener noreferrer" target="_blank">Analyzing Revenue, Invoices and Payments</a>
- <a href="https://hellofrank.wistia.com/medias/7v7mdzmtvr" rel="nofollow noopener noreferrer" target="_blank">Analyzing P&amp;L Statements</a>
- <a href="https://hellofrank.wistia.com/medias/bz76v3l86n" rel="nofollow noopener noreferrer" target="_blank">Companies vs. Entities</a>
- <a href="https://hellofrank.wistia.com/medias/whwanufak0" rel="nofollow noopener noreferrer" target="_blank">Reviewing Transaction Types</a>
- <a href="https://hellofrank.wistia.com/medias/ewuwk2nqxq" rel="nofollow noopener noreferrer" target="_blank">Add Additional Users To Your Account</a>

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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