Francis: Personal Finance AI

Pensions, property, investments, vested stock, cash in one place.

Francis is a personal finance AI companion built specifically for people in big tech.

It solves the fragmented data problem that high earners face: vested equity, multiple pensions, international accounts, property – all scattered across spreadsheets and apps.

Francis turns this fragmented data into clear insights, personalised to individual goals, life stage, risk profile, and level of financial knowledge.

Here are a few of the ways how Francis can help you today:

• Track all your accounts, pensions and ISAs in one place;
• Track and understand your fund fees;
• Calculate your total cash across different accounts;
• Benchmark your portfolio against a market index.

Start your 21-day Free Trial today! No credit card details are required to start.

Add as many financial accounts as you need:

• Use natural language to describe your portfolio;
• Upload financial statements or spreadsheets.

Add your accounts to Francis via:

• Secure open banking connections for cash and trading accounts;
• AI-powered connections for pensions and mortgage accounts.

When the free trial ends:

• Keep all your added accounts in the app after the free trial ends; or
• Upgrade to Premium to add more accounts and access personalised Insights.