Welcome to Frankly
The AI CFO for your small business.
Demo pre-filled as Dr. Sarah Chen, Serenity Therapy (Toronto)
Connect your tools
Frankly reads your accounting, scheduling, and marketing data so you don't have to copy anything into spreadsheets. Click each to connect.
QuickBooks Online
Revenue, expenses, P&L, cash flow
Click to connectJane App
Appointments, therapists, clients
Click to connectGoogle Analytics 4
Website traffic + conversions
Click to connectGoogle Ads
Ad spend, CAC, conversions
Click to connectMeta Ads
Facebook & Instagram campaigns
Click to connectStripe
Payments, refunds, disputes
Click to connectPlus 80+ more — Square, Shopify, Xero, HubSpot, Mailchimp, Klaviyo and counting.
Tell us about the business
A few quick questions so Frankly knows what to focus on.
Analyzing your business…
Frankly is joining 14 months of data across 6 systems. This takes about 30 seconds on first run.
Serenity Therapy
Toronto, ON · 5 therapists · Last updated 2 hours ago
Revenue by service line
90 days · from QuickBooks + Jane App
Top insights
Written by Claude using your data
Therapist scorecard
Utilization × revenue per hour · 90d
| Therapist | Sessions | Utilization | $/hr | No-show % |
|---|---|---|---|---|
| Dr. Sarah Chen | 412 | $168 | 4.1% | |
| Maya Okonkwo, RP | 386 | $155 | 3.8% | |
| James Park, RP | 298 | $148 | 11.2% | |
| Leila Ahmadi, RP | 371 | $152 | 5.6% | |
| Ben Russo, MSW | 264 | $144 | 13.8% |
CAC by channel
Acquisition cost per new client
Actual vs peer benchmarks
Canadian therapy clinics, similar revenue band
13-week cash forecast
From ledger + scheduled bookings
Your utilization dropped from 78% to 71%. It's not demand — it's two therapists with open slots.
Looking at the last 90 days of Jane data against your ad spend and website traffic, demand is actually up 14% compared to Q1. New inquiries from Google and referrals are both growing. The utilization drop is coming from two therapists whose calendars had unfilled midday gaps — and those gaps correlate almost perfectly with the revenue shortfall.
What the data shows
James Park's utilization sits at 64% — his Tuesday and Thursday afternoons show a consistent 2–3 hour gap from 1pm onward. Ben Russo is at 57%, with Monday mornings and Friday afternoons almost entirely empty. Together they account for 312 unfilled billable hours over the 90-day window.
Your other three therapists are at 79–88% utilization, which is right at the upper bound for sustainable output in the industry. So this isn't a capacity problem — the demand is there, it just isn't routing to the right calendars.
Separately: your no-show rate for those two therapists is 11.2% and 13.8% respectively, versus 3.8–5.6% for the rest of the team. That alone is costing another $8,400/quarter in locked-out slots.
Why this is happening
Looking at Jane's booking flow, new clients default to whichever therapist has the earliest available slot — which usually means your most-booked therapists become more-booked, and the quieter ones stay quiet. It's a visibility problem in the booking UX, not a quality problem with the therapists.
Sources Frankly used
This is what we're building
Frankly Platform connects to your accounting, scheduling, and marketing tools — then gives you a real-time CFO dashboard with AI-written insights. We're actively building it. Want to be first in line?
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