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Frankie as a Financial Administrator

Written by Josie

Chasing payments and tracking down billing gaps takes time that's better spent elsewhere. Frankie helps you stay on top of what you're owed, spot issues before they grow, and get reminders out to families without having to do it all manually.


What Frankie Can Do

You can ask Frankie about finance in your own words. Here are some examples of what to ask:

  • List families who are behind on payments, most urgent first

  • Explain why payments failed, and tell the difference between an expired card and a family who is genuinely behind

  • Find children with no billing plan, or a plan that's ending soon

  • Spot billing gaps and show which ones are costing you the most

  • Draft payment reminders for you to check and send

Nothing reaches a family until you select Send.

Once, or on a schedule

You can ask Frankie in chat whenever you need an answer, or give Frankie a regular job, like a list of overdue balances every Monday at 8:00 AM. Read more about giving Frankie a regular task.

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