Watch the video here.

When you bring on a new team member, a bookkeeper, or a CFO, there's always a knowledge transfer period. You explain how the business works, who your customers are, which vendors have unusual terms, and what you're trying to achieve.

Frank's Training page does the same thing for Frank. It's where you give Frank a one-time (and ongoing) brain dump about your business, so his answers, reports, and recommendations are grounded in your actual situation instead of generic assumptions.

Go directly to hellofrank.ai/frank/training by typing it into your browser's address bar. This page isn't in the main menu yet, so you won't find it by clicking around Frank.

Start with the Company Details tile. If you haven't filled anything in yet, enter your website and select Search. Frank will scan your site and pre-fill some starter details for you.

From there, fill in the Company Details and Context section with information such as:

Anything that's contextually relevant to how your business runs belongs here. Select Save Changes when you're done.

The Pains tile is where you flag what's currently frustrating you about your finances; things like not having visibility into cash flow, drowning in bookkeeping admin, not understanding financial terms, carrying too much credit card debt, or constantly chasing receipts from your team. Check the boxes that apply, and add specifics underneath (for example, "looking for a way to accelerate paying down credit card debt").

Treat this as a living section rather than a one-time entry. What's painful for your business now may look different in three months, so it's worth revisiting roughly every quarter as your priorities shift.

The Goals tile is where you set specific financial targets for Frank to track you against. Start with a timeline (for example, end of 2027), then fill in the targets that apply to your business:

Once these are saved, ask Frank something like "Analyze my progress towards my goals for end of 2026". Frank will compare your current numbers (from your connected accounting system or bank feed) against your targets, tell you whether you're on or off track, and suggest next steps, such as modeling the cash flow impact of a new hire or identifying specific opportunities to cut costs.

Everything you add to the Training page makes Frank more aware during conversations. It does not change how Frank categorizes transactions from your bank feed or accounting system. That categorization is a separate process and still reflects your bank feed and accounting data as-is.

This matters most if your business has a revenue recognition situation that isn't a straightforward sale. For example, if you're acting as a broker or pass-through (only a percentage of an incoming payment is actually your revenue), adding context to the Training page alone won't stop Frank from treating the full deposit as revenue when he looks at your bank feed.

In cases like this, you'll get more reliable results by pointing Frank to your accounting system's profit-and-loss statement instead. You can do this within a specific CFO Briefing by explicitly telling Frank to pull from your QuickBooks or Xero P&L, or to break out results by your accounting classes, rather than relying on his default bank feed view.

This is a new and evolving part of Frank. Over time, the goal is for the context you provide here and the way Frank reads your underlying transaction data to line up more closely. For now, think of the Training page as shaping the conversation, and your CFO Briefing instructions as shaping exactly which data Frank pulls from.

Head to hellofrank.ai/frank/training to give Frank lasting context about your business, your pain points, and your financial goals. The more specific you are, the better Frank's answers and proactive insights will be. For questions about revenue recognition edge cases or building out a specific recurring report, work with your CFO Briefing instructions or reach out to your Client Success Manager.