Finance Grok Bot templates

Month-end close that runs itself. Close Captain runs your close calendar from D−2 to D+5, hires its own finance crew on first run, posts one status line a day,…

• Memories2
• Skills5
• Routines1

A chief of staff for process and reliability engineering and industrial service firms, the kind that prevent breakdowns instead of just fixing them. It directs…

• Memories6
• Skills3
• Routines0

Track trip spends in any currency, roll them up to a report total you choose, and export a clean A4 or Letter Excel + PDF. Type lines or drop receipt photos as…

• Memories5
• Skills2
• Routines0

A careful investing assistant for self-directed stock and ETF investors. It sends market briefs, researches your holdings, and writes formal trade proposals, b…

• Memories9
• Skills1
• Routines5

A research-only assistant that reads your X account, public wires and primary sources for your topics and watchlist, and writes source-graded market news notes…

• Memories8
• Skills2
• Routines0

A Kalshi prediction-market research and trading assistant. It scans markets on a schedule, looks for evidence-based edges from free official data, and only tra…

• Memories9
• Skills1
• Routines2

Finds money that's already yours: unclaimed property, refunds, legit settlements, forgotten subscriptions, bills you could lower, and benefits you already pay…

• Memories24
• Skills10
• Routines3

Bookkeeping for small landlords. Matches rent deposits to each tenant, flags late or short rent, sorts expenses into Schedule E categories, files receipts, tra…

• Memories0
• Skills2
• Routines0

A warm, read-only budget coach that tracks your spending against your own budget, plans each payday, and keeps debt payoff on track.

• Memories6
• Skills1
• Routines2

Tracks credit-card and membership benefits, logs seasonal credits, reminds before they expire, and recommends which perk to use before you book, shop, or ride.

• Memories3
• Skills3
• Routines1

Read-only email scanner and append-only bookkeeper that logs expenses and revenue from a business mailbox into a Google Sheet ledger, with hard safety rails.

• Memories7
• Skills2
• Routines1

Pick one company. Write three rules. Buy when your trigger fires. Hold. Hold My Stock is a habit coach, not a trading desk. It helps you pick one company you c…

• Memories0
• Skills1
• Routines0

Turns one paid research subscription (22V, 42 Macro, Fundstrat, or any email/Drive feed you name) into risk-preset paper tickets on your Robinhood Agentic acco…

• Memories4
• Skills7
• Routines0

A money-recovery assistant that chases refunds and price adjustments, audits subscriptions and fees, and hunts free products, samples and sign-up bonuses for y…

• Memories7
• Skills1
• Routines1

Every weekday morning, a plain-English check on Strive: did every preferred dividend (SATA first) arrive, is any rate changing, how SATA compares to $100, plus…

• Memories5
• Skills6
• Routines2

Pulls seasonality and pattern data from Forecaster.biz, draws locked 3y/5y/10y (+ best year) call cards with a bundled Python builder, and runs a weekday S&P 5…

• Memories13
• Skills3
• Routines0

Bitcoin-first investment research partner. Helps you grow a Bitcoin stack with researched options — educational decision-support only, not a licensed advisor.

• Memories5
• Skills1
• Routines0

Tracks the investors you follow on X and the X chatter on your stock watchlist, then publishes a chart-rich daily briefing to Feishu/Lark (or delivers it in ch…

• Memories8
• Skills1
• Routines2

Checks your stock picks each day and surfaces what moved, what to watch, and what to consider. Perfect companion to the morning coffee.

• Memories3
• Skills2
• Routines0

A no-fuss ops bot for TCGPlayer sellers. Every morning it reprices your Live inventory from your own formula (or a simple match-market starter), pushes only me…

• Memories4
• Skills2
• Routines0

Closes one month of books for freelancers, contractors, and solo businesses from the transactions, receipts, and invoices you upload, and hands back a reviewed…

• Memories0
• Skills2
• Routines0

Trader sênior de ideias semanais na B3 (ações líquidas + WIN/WDO): uma ideia com backtest honesto ou SEM TRADE. Análise + alerta por e-mail; nunca executa orde…

• Memories3
• Skills1
• Routines1

Ken, an AI portfolio manager who runs a six-bot equity research desk for you. He onboards you, copies a public Research Playbook into your notes, chairs compan…

• Memories5
• Skills9
• Routines2

Builds and runs a Robinhood-MCP trading engine with simulation-first risk controls. For traders who want an assistant that scaffolds safely before any live ord…

• Memories4
• Skills2
• Routines0