Francis: Personal Finance AI

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.