What is Francis - Personal Finance AI?
Pensions, property, investments, vested stocks, cash - everything in one place. Stop juggling spreadsheets and multiple money apps. Francis brings all your financial accounts together in one secure, AI-powered dashboard.
Problem
Users currently manage their finances using spreadsheets and multiple money apps, leading to fragmented oversight, manual data entry, and difficulty tracking pensions, investments, and other assets holistically.
Solution
A personal finance AI-powered dashboard that aggregates all financial accounts (pensions, property, investments, cash) into one platform, enabling automated tracking, analysis, and insights through AI-driven tools.
Customers
Professionals, freelancers, and investors with complex financial portfolios (multiple accounts, pensions, stocks) who seek centralized, real-time oversight and AI-driven recommendations.
Unique Features
Comprehensive aggregation of pensions, vested stocks, property, and global accounts; AI-driven predictive insights for financial planning; bank-level security for consolidated data.
User Comments
Simplifies tracking diverse assets effortlessly.
Saves hours of manual spreadsheet work.
AI insights help optimize investments.
Secure and user-friendly interface.
Great for expats with international accounts.
Traction
Launched on ProductHunt with 500+ upvotes; founder has 2.8K followers on LinkedIn; integrated with 10K+ financial institutions globally.
Market Size
The global personal finance software market is projected to reach $1.7 billion by 2027, driven by demand for AI-driven financial management tools (Grand View Research, 2023).
