How To Use Frank
Guides and answers to help you get the most out of Frank
35 articles
- Reviewing and Editing Expenses in Conversations with Frank
- Frank's CFO Prompt Library: What to Ask and How to Ask It
- How to Use Auto Reconciliation in Frank
- Uploading Bills, Invoices, Receipts & Checks to Frank
- Do I Need Perfect QuickBooks (or Xero) to Use Frank?
- How to Find Your "Invisible" Debt: Lines of Credit, Credit Cards, and Factoring
- How Do I Know Which Clients, Jobs, or Products Are Losing Me Money?
- How to Categorize Refunds in Frank
- Upload External Documents into a Frank Conversation
- How to Introduce Frank to Your Bookkeeper
- Setting Up CFO Briefings: Automated Financial Reports Sent to Your Inbox
- How Frank's Cash Flow Forecast Works
- Replying to Your CFO Briefing: Emailing Back and Forth with Frank
- Tracking Income and Payments as a Cash-Based Business
- Getting Help with Frank: Training, Support & Integration Requests
- Do I Still Need a Bookkeeper If I'm Using Frank?
- How to Manage or Update Your Billing
- How Much Does Frank Cost?
- How to Categorize Expenses and Create Rules for Frank to Follow
- Frank's Departments and Categories Reference
- Spot-Checking Your Transactions When You First Start with Frank
- Adding and Managing Users in Frank
- How to Edit Your Company Details in Settings
- Troubleshooting: Australian ACSISS Bank Feed Not Syncing (with links)
- Choosing Which Bank Accounts Are Included in Your Daily Cash Summary Email
- What bank accounts can I connect?
- Where can I see cash for my business?
- How do I talk to Frank?
- How do I connect my bank accounts?
- How can I teach Frank to manage my transactions?
- Talking to Frank: Sales & Bills
- Talking to Frank: Income & Expenses
- Connecting Australian Bank Accounts
- Reviewing Transaction Types
- Frank Academy. Video Library