Francis: AI personal finance dashboard for all your accounts
Get the complete picture of your wealth in one app
Stop juggling spreadsheets and multiple money apps. Francis brings all your financial accounts together in one secure, AI-powered dashboard - from pensions and property to stocks and cash.
Why Francis?
🏦 Complete Financial View
Connect all your accounts: banks, investments, pensions, property, stock
Real-time dashboard across all asset classes
No more financial data fragmentation
📊 Smart Data Input
Add your financial information easily:
- Natural language entry
- Upload spreadsheets
- Open banking connections
- Manual input options
🔒 Data Security Best Practices
- GDPR & ICO compliant
- Cybersecurity Essentials certified
- Your data stays secure and private
Perfect for:
- Tech professionals managing complex portfolios
- Anyone with multiple financial accounts or spreadsheets
- People tired of fragmented money management
Key Features:
✓ Multi-account aggregation
✓ Real-time portfolio tracking
✓ Portfolio benchmarks
✓ Secure data encryption
✓ Clean, intuitive interface
Currently in beta.
Francis is built by a team of former Google and fintech leaders.
Download Francis today and take control of your financial future.
Organise all your financial information to personalise finance and simplify decisions.