Hello Frank provides an AI-powered financial intelligence service for growing, founder-led businesses, particularly service companies. Designed to give founders a clearer, current view of their finances, it connects with bank accounts and tools such as QuickBooks, Xero, Stripe, Shopify, and other accounting and operational platforms. The service tracks and categorizes transactions, monitors cash balances, and provides insights into sales, accounts receivable and payable, spending, burn rate, and cash runway.

Users can ask financial questions in plain English, explore forecasts and what-if scenarios, and identify potential issues such as unusual expenses, subscription waste, overdue invoices, and margin leaks. Hello Frank also offers cash-flow forecasting, receipt matching, multi-entity reporting, automated bookkeeping, and tools for assessing financial health and potential bookkeeping savings. Its setup is presented as taking 15 to 60 minutes.

The company describes Frank as an operational AI CFO and financial co-pilot, with plans to expand toward automated budgeting and accounts payable and receivable management