Francis: Personal Finance AI

Francis: Personal Finance AI

Free Finance & Trading ✓ Verified

Francis is a personal finance AI companion built specifically for people in big tech. It solves the fragmented data problem that high earners face:

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About this Tool

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:

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.

Pros & Cons

✓ Pros

  • ✓How it works
  • ✓Free plan or freemium pricing

✗ Cons

  • ✗No native Android app
  • ✗Some advanced features may require higher-tier plans

Key Features

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Take Control

📋 Scripts & Prompts for Francis: Personal Finance AI +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
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🔌 MCP Servers for Francis: Personal Finance AI +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

Low 📱 macos, linux, windows
MCP for Yahoo Finance quotes and fundamentals.
Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
finmap.org MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
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🤖 AI Agents for Francis: Personal Finance AI +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🤖 CLAUDE CODE
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
🤖 CLAUDE CODE
▶ On-demand
Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.
https://github.com/anthropics/claude-cookbook
🔄 N8N
⏰ Scheduled
n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.
https://n8n.io/workflows/
🤖 Browse All AI Agents →

Frequently Asked Questions

Francis: Personal Finance AI is available as free. Visit the tool's website for the latest pricing details and plan options.

Francis: Personal Finance AI offers a free plan. Check the website for feature limitations and upgrade options.

Francis: Personal Finance AI is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Francis: Personal Finance AI website for current trial availability and duration.

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At a Glance

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