Connected and reading
in under 5 minutes.
No setup calls, no onboarding sessions, no waiting. Here's exactly what happens after you sign up.
Connect your tools
Click connect on whichever tools you use. Xero, Stripe, Google Analytics, Google Ads, QuickBooks, Halaxy, ClickUp — each is a single OAuth click. No API keys, no developer, no CSV exports.
Frank reads your tools as a guest — he can read but never write or change anything. Once connected, he starts pulling history immediately.
Xero
Stripe
GA4
Ads
Halaxy
QB
ClickUp
CSV
Tell Frank about your business
Answer a few onboarding questions. Your business stage, what matters most to you, your 12-month goal. Frank uses this to calibrate what he watches and how he talks to you.
This isn't a form — it's a conversation. Frank uses your answers to seed his memory: your context, your goals, and what seasonal patterns or quirks are normal for your business.
What stage is your business at?
Growth — $750k–$2m
What's your 12-month revenue goal?
$1.2m
What's your biggest focus right now?
Margins and team efficiency
Frank reads your history
Frank pulls up to 12 months of data from your connected tools and builds a baseline. He calculates your rolling averages, identifies seasonal patterns, and maps your current trajectory toward your goals.
This is what makes the first briefing useful from day one. Frank isn't starting from zero — he's starting from a full picture of your last 12 months.
Revenue baseline set
$91,400/mo avg
Seasonal pattern logged
Q3 dip noted
Goal trajectory calculated
9% below pace
Anomaly threshold set
1.5 std dev
Your first briefing arrives
Frank writes and delivers your first weekly briefing. Five sections: the headline, the strongest signal, what he's watching, your trajectory, and his honest take. Plain English, grounded in your data.
From this point, the briefing arrives every Monday morning — whether or not you asked for it. Frank doesn't wait for you to open anything.
Frank's First Read
Week of June 2, 2026
Ready
The headline
Strongest signal
Frank's watching
Trajectory
Frank's take
Frank keeps learning
Every week Frank updates his picture of your business. Seasonal patterns accumulate. New facts you share get remembered. Decisions you log get tracked. His memory grows with your business.
After 30 days Frank moves from observation mode to full advisory mode — he has enough context to make specific, confident recommendations rather than cautious observations.
Memory updated
47 facts stored
Patterns recognised
3 seasonal trends logged
Decisions tracked
2 in progress, 1 verdict due
Watch list active
4 metrics under close watch
What the first month looks like
Connect tools, answer onboarding questions, Frank reads your history.
First weekly briefing delivered. Frank knows your business.
Red flag alerts active. Frank starts watching for anomalies.
Goal tracking active. Frank checks your trajectory weekly.
Frank moves to full advisory mode. More specific, more confident recommendations.
Weekly briefing every Monday. Memory growing. Decisions tracked. Always watching.
Ready to get started?
Connect your tools in under 5 minutes. Your first briefing arrives within 24 hours.
14-day free trial · No credit card required