How It Works Features Platform Preview Pricing Team Get a Quote Get your free assessment
Now onboarding Canadian & US businesses

Your AI CFO that
actually speaks English

No jargon. No spreadsheet nightmares. Just clear financial insights delivered to your inbox — like having a CFO on your team, minus the $200K salary.

Get your free assessment → See how it works

5 minute setup · No credit card · Cancel anytime

Revenue (MTD)
$47,200
↑ 12% vs last month
Cash Runway
8.2 mo
↑ Healthy
Ask Frankly
➤
Trusted by businesses across Canada & the US
Healthcare PracticesLaw FirmsMarketing AgenciesE-Commerce BrandsSaaS CompaniesConsulting FirmsRestaurantsArchitecture StudiosTherapy PracticesEngineering Firms Healthcare PracticesLaw FirmsMarketing AgenciesE-Commerce BrandsSaaS CompaniesConsulting FirmsRestaurantsArchitecture StudiosTherapy PracticesEngineering Firms
How It Works

Three steps. Five minutes.
Zero accounting degrees needed.

We did the hard part so you can do the fun part — running your business.

01

Connect your stuff

Link your bank, QuickBooks, or Xero. We'll pull everything in automatically. You can keep scrolling TikTok while we work.

02

We do the boring part

Our AI categorizes every transaction, builds your financial statements, and flags anything weird. Like an accountant who never sleeps (or charges by the hour).

03

You get the good stuff

Monthly reports, KPI dashboards, tax estimates, and plain-English insights in your inbox. Actually understand where your money goes. Revolutionary, we know.

What You Get

Everything a $200K CFO does.
Without the $200K.

We're not replacing accountants. We're replacing that nagging feeling that you have no idea what's happening with your money.

📊

AI-Powered Financial Reports

P&L, Balance Sheet, Cash Flow — generated automatically every month. Our AI doesn't just crunch numbers, it tells you what they mean. In sentences. With periods and everything.

Revenue trend — 8 months ↑
🤖

Smart Transaction Coding

Our AI categorizes your transactions with 90%+ accuracy. When it's not sure, it asks you — not your expensive accountant. We're polite like that.

🔮

Cash Flow Forecasting

See into the future. Well, your financial future. We'll tell you when things are looking tight before your bank account does.

🍁

Canadian & US Tax Planning

Corporate tax returns, cross-border strategies, HST/GST — handled. We'll find deductions you didn't know existed. (Legally. We're not those kinds of advisors.)

💬

Ask Anything

"Can I afford to hire someone?" "What's my burn rate?" "Is this business actually making money?" Ask us. We'll give you a real answer, not a hedge.

Security & Privacy

Your numbers are safe with us.
Pinky promise. (And also encryption.)

Bank-Grade Encryption

256-bit encryption at rest and in transit. The same security your bank uses, except we're friendlier.

Your Data Stays Yours

We never sell your data. We never use it to train AI models. Ever. We're here to read your books, not write about them.

Read-Only Access

We can look, but we can't touch. Frankly AI only reads your data — we can't move, modify, or delete a single cent.

The Honest Comparison

We ran the numbers on running numbers

Spoiler: we come out looking pretty good.

Traditional CFOAccounting FirmFrankly AI
AI-Powered Automation✗✗✓
Real-Time Dashboards✓✗✓
Strategic Advisory✓✗✓
Proactive Insights & AlertsSometimes✗✓
Actually Understands StartupsDepends✗✓
Available at 2am (Because You Are)✗✗✓
Monthly Cost$8,000+$3,500+$1,000
Pricing

Less than your monthly coffee budget.
Way more useful.

Transparent pricing. No setup fees. No surprise invoices. We hate those too.

Starter
$1,000 /mo

For businesses that want to stop guessing.

  • AI transaction coding & bookkeeping
  • Monthly P&L, Balance Sheet, Cash Flow
  • Basic KPI dashboard
  • Email support
  • Quarterly strategy call
Get Started
Growth
$1,500 /mo

For businesses ready to actually use their numbers.

  • Everything in Starter
  • Custom KPI dashboards
  • Cash flow forecasting
  • Bi-weekly strategy calls
  • Priority Slack support
Get Started
Scale
$3,000 /mo

For businesses that want a real CFO partner.

  • Everything in Growth
  • Full financial ops support
  • Weekly strategy sessions
  • Board-ready presentations
  • Tax planning & preparation
Get Started
What People Say

We let our clients do the bragging

★★★★★

"I used to dread opening QuickBooks. Now I just read my Frankly report over coffee. It's like they translated accounting into human."

MK
Dr. Maya K.
Psychotherapy Practice · Toronto
★★★★★

"They caught a $12K tax credit I'd been leaving on the table for two years. Paid for itself in the first month. Literally."

JR
James R.
Marketing Agency · Vancouver
★★★★★

"Finally — a finance company that doesn't make me feel stupid for not knowing what EBITDA stands for. (I still don't. And that's fine.)"

SL
Sarah L.
E-Commerce · Brooklyn
The Humans Behind the AI

Yes, real people are involved.
The AI hasn't taken over. Yet.

Ata Haee

Ata Haee

Finance · Operations · AI

Former VP of Finance who got tired of watching small businesses get overcharged for basic financial advice. Built the AI so you don't have to build spreadsheets.

Shay Shafique

Shay Shafique

Growth · Revenue · Strategy

Has helped scale more startups than he can count. Now he's helping small businesses get the same caliber of financial strategy that funded startups take for granted.

Ready?

Let's be frank

Your business deserves better than a shoebox of receipts and a prayer. Let's fix that.

Start your free trial →
✉ shay@franklyfinancial.co ✆ +1 647 708 5053