Francis: Personal Finance AI

Built for People in Big Tech

Only for iPhone

Free · In‑App Purchases · Designed for iPhone. Not verified for macOS.

iPhone

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.

Ratings & Reviews

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Connections to external data aggregators are disabled.

Version 1.5.2

The developer, Francis Fintech Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Francis Fintech Limited
Size
  • 93.8 MB
Category
  • Finance
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
Copyright
  • © 2026 Francis Fintech Limited
  • Developer Website
  • Privacy Policy
  • License Agreement

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