Francis.
Your AI Finance Bro
Research stocks. Break down filings. Write investment memos. AI copilot for analysts, traders, and investors.
Managed Hosting
OpenClaw, without the setup.
Get the world's most capable personal AI assistant running in under a minute. No servers to manage, no code to write.
You
"Merge these three messy P&L spreadsheets and build a clean master model."
Francis
Master_Financial_Model.xlsx
Generated in 12s
Standardized 1,200 rows of raw data
Reconciled currency discrepancies
Built 5-year revenue projection
Formatted sheets for print
You
"Turn this analysis into a polished PDF investment memo for the partners meeting."
Francis
Investment_Memo_Q3.pdf
Generated in 8s
Executive Summary
Auto-generated from the model's DCF outputs...
Financial Charts
Inserted vector-quality revenue graphs...
Formatting
Applied corporate letterhead and styling...
Market intelligence,
on your schedule.
Francis can deliver pre-market briefs, recurring portfolio updates, and high-priority alerts automatically, so the right context reaches you exactly when it should.
Recurring Briefs
"Send me a pre-market summary of large-cap tech every weekday at 8:30 AM."
Event-Driven Alerts
"Alert me immediately if NVDA drops more than 3% in pre-market trading."
Francis
bot
Pre-Market Tech Brief
Good morning. Here is your scheduled market brief:
NVDA is trading +2.4% in pre-market following TSMC's positive Q3 outlook.
AAPL downgraded by Barclays, citing weaker iPhone 17 supply chain orders.
What Francis Can Do
Analyze 10-K filings
Pull the key risks, accounting signals, and management commentary from dense filings in minutes.
Summarize earnings calls
Turn long transcripts into clean takeaways, guidance changes, and the moments that actually matter.
Automate scheduling
Schedule daily briefs, weekly portfolio updates, and recurring reports directly to your chat.
Generate investment memos
Convert raw research, models, and transcripts into polished PDF memos ready to circulate.
Break down financial models
Clean up messy spreadsheets, reconcile assumptions, and explain complex models line by line.
Set custom alerts
Trigger smart alerts on price moves, company events, or custom conditions with instant context.
Persistent Context
Francis keeps the context across conversations.
Upload your entire research library. Francis builds a secure knowledge base and remembers it all.
Secure Knowledge Base
Pricing
Cheaper than a junior analyst.
Starter
Your personal AI finance analyst
Work with Excel files — read, write, and summarize
Extract data from any PDF — statements, invoices, filings
Create reports — summaries, briefings, and exportable analyses
Automates repetitive portal and web tasks for you
Your choice of AI model
5 GB storage
Pro
Most PopularFrancis works while you sleep
Everything in Starter
Research any stock — SEC filings, insider trades, and earnings on demand
Reconcile bank statements and transaction records automatically
Build custom skills
Top up anytime
10 GB storage
Team
AI research desk for your team
Everything in Pro
Highest token allocation — built for teams and heavy use
64 GB storage
What people use Francis for
The boring, repetitive tasks that eat your day — automated.
Admin & Invoicing
- “Generate 12 invoices for my monthly retainer clients”
- “Chase client X — their invoice is 14 days overdue”
- “How much am I owed right now across all unpaid invoices?”
- “Log this expense and categorise it”
Banking & Reconciliation
- “Reconcile my bank statement against my books”
- “Why is there a £340 discrepancy in this month's books?”
- “List every transaction over £500 this month”
- “Which subscriptions am I paying for that I haven't used?”
Research & Markets
- “What's happening with NVIDIA this week — news, filings, sentiment?”
- “Compare the margins of Apple, Google and Microsoft”
- “Find all insider purchases at Tesla in the last 30 days”
- “Summarise this 120-page annual report in 5 bullet points”
Monitoring & Alerts
- “Alert me if my MRR drops more than 10% week over week”
- “Tell me every Monday morning how much cash I have left”
- “Warn me if any client hasn't paid within 30 days”
- “Notify me if a watched stock moves more than 5% in a day”
Reports & Briefings
- “Send me a weekly P&L summary every Friday at 6pm”
- “Generate a cash flow forecast for the next 90 days”
- “Build an investor update from this month's numbers”
- “Create a one-page summary of our Q1 financial performance”
Portals & Data Extraction
- “Log into my accounting portal and pull last month's transactions”
- “Download all invoices from my supplier portal”
- “Check if my tax payment has been processed”
Comparison
Self-hosting OpenClaw vs Francis
Traditional
If you're non-technical, multiply these times by 10. You have to learn each step before doing.
Francis
< 1 min
Pick a model, connect Telegram, deploy and done under 1 minute.
Servers, SSH and OpenClaw Environment are already set up, waiting to get assigned. Simple, secure and fast connection to your AI.