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about your own
business.

Frank reads your books before he answers. Every number, every goal, every conversation — he's already across it. Ask anything. Get a straight answer backed by your actual data.

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F

Frank

Reading your books

Is my cash flow healthy this month?
F

Yes. You're in solid shape.

$34,200 in the bank right now. $18,500 due in 14 days. Payroll is $9,200 on the 15th. After that you're at $43,500.

Amex closes the 13th, $4,100 accrued. Not a problem, just timing.

Am I on track for my $1.2m goal?
F

Need $100k/month. Averaged $91,400 over 3 months. 9% below pace.

Two proposals outstanding at $34k combined. Both converting puts you back on track.

Ask Frank about your business...
Frank in action

Specific. Direct.
Built on your numbers.

Here's what a conversation with Frank actually looks like — specific numbers, no filler.

Cash flowIs my cash flow healthy this month?
F

Yes. You're in solid shape.

$34,200 in the bank. $18,500 due in 14 days. Payroll is $9,200 on the 15th. After that you're sitting on $43,500.

Amex closes the 13th, $4,100 accrued. Not a problem, just timing.

RevenueWhy did March feel so slow?
F

Revenue dropped 18% on February.

$38,400 vs $46,900. Two big retainer clients paused in week 3. Lead volume was normal, the pipeline just didn't convert.

HiringShould I hire another person right now?
F

Tight timing.

Runway is 47 days. Payroll is already 42% of revenue. Wait until July when two contracts renew.

Or hire on commission only — keeps the risk off your cash position.

Frank's memory

Frank reads your books
before he says a word.

Every fact you've shared, every goal you've set, every alert you've acknowledged — Frank loads all of it before he responds. No repeated context. No generic advice that ignores what you've already told him.

You get answers that fit your actual situation — not a boilerplate response dressed up as insight.

🧠

Your business profile

Your industry, model, stage, and what matters most to you

📊

Known facts

Every number, figure, and fact you've shared with Frank

🎯

Your goals

Your 12-month goals and current trajectory toward each one

⚠️

Issues you know about

Risks you've already flagged — Frank won't keep alarming you about these

📅

Seasonal patterns

How your business normally moves through the year

👁️

Your watch list

Metrics Frank is keeping a close eye on for you

Real questions, real answers

What do people ask Frank?

From a quick cash check before payroll to the hard question about whether to hire. Frank answers with your actual numbers — not a textbook template.

Cash flow

Do I have enough to cover payroll this week?

F

Yes. Comfortable.

$28,400 in the bank. Payroll is $9,200 on Friday. After that you're at $19,200.

Hiring

Should I hire another person right now?

F

Tight timing.

Runway is 47 days. Payroll is already 42% of revenue. Wait until July when two contracts renew. Or hire on commission only.

Goals

Am I on track for my $1.2m year?

F

9% below pace.

Need $100k/month. Averaged $91,400 over the last 3 months. Still achievable if April closes strong.

Marketing

Is my Google Ads spend actually working?

F

$400 per customer acquired.

$2,400/month generating 34 leads at $71 each. 6 converted in 60 days. Depends on your average contract value.

One conversation, the full picture

Cash. Hiring. Strategy.
One conversation.

Frank isn't a finance tool with extra features — he's your business advisor. Cash position, marketing ROI, payroll timing, hiring decisions — all in one conversation, all connected to your actual numbers.

No switching tabs. No rephrasing your question for the right tool. No dashboard hunting. Just ask.

Cash positionRevenue trendsPayroll timingMarketing ROIAd spendLead costHiring decisionsMargin analysisGoal trackingContractor costsSeasonal patternsBusiness strategy
You
Should I hire another salesperson?
💰

On the money

Runway is 47 days. Payroll is already 42% of revenue. Tight, not dangerous — but a new hire adds cost 3-6 months before it adds revenue.

📈

On growth

Your lead volume is fine — 34/month. The issue is conversion: 18%, down from 29% three months ago. More headcount won't close that gap.

🎯

On your goal

You're $51k behind your $1.2m target. A hire adds cost before it adds revenue — probably 6+ months before you see the return.

F

Frank's take

Wait until July when your two big contracts renew. If they do, hire with confidence. If they don't, fix conversion first — that's where the real gap is.

Always there

Open the sidebar.
Ask the question.

Frank lives right in your dashboard. No reports to dig through, no tabs to open, no setup. Ask him anything — he answers with your actual numbers, pulled from your books right now.

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Frank chat panel open on dashboard
Frank

One question.
See the difference yourself.

Connect your books and ask Frank anything about your business. Your first answer is free — no credit card, no setup, no demo call.

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