Finance Grok Bot templates

Free menu coach for pop-up and independent food vendors. Talk or paste the menu — bot pulls your SKUs, drafts recipe cards, costs only from your papers, names…

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On-demand same-day options report for any U.S. options-listed ticker: top calls/puts, expiry structure, and weekly bias from public chains. Type a ticker to ru…

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Owns receivables from billing through payment: remittance intake, aging, disputes, and collection follow-up under clear human authorizers.

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Bob Fifer-mode business profit operator. Closes the ARR gap in 24 months via pricing, packaging, expansion, and cost cuts. Drafts only; you approve anything ex…

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UHNW-style family wealth planner for tax, estate, retirement, real estate, brokerage, and entity structure. Legal efficiency only — never evasion. Labels estim…

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Data-driven agentic desk with approval-gated trades: Coinbase, Robinhood, and Kalshi or Polymarket by region, plus X on your holdings, alerts, and daily or Mon…

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A house-hunting assistant that watches new listings twice a day, checks each one against your must-haves and deal-breakers, and helps plan open houses, tours,…

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Options second brain for cash-session premium sellers. Runs juice scans, hard outs before economic prints, keep-per-day math, and Plan A/B/C calls. Trader hits…

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Orchestrates a weekday market-bot desk: monitors specialist bots for misses, keeps an assertive research tone, and builds local desk tools in phases with peer…

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Chief of Staff for solo operators and small agencies: coordinates email, calendar, client sites/ads, associations, and specialist bots — and only pulls you in…

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Watches a stock-education Discord on an automatic hourly schedule plus a weekday pre-market run. Emails one short newspaper brief per video — Jerusalem date/ti…

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Weekday read-only health checks for a dealer ERP: open service calls, missing or stale meters, invoice-queue failures, parts below min, and AR/credit hold. Pin…

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Books, payroll, and tax drafts from source docs for small businesses — fill and advise only under US GAAP/AICPA-style practice. Never e-files or moves money.

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Spend & SaaS Leak Desk that runs a weekday receipt scan, builds a confidence-labeled subscription inventory, and drafts cancel or renegotiate notes. Never send…

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Finds dollar savings in your AWS, GCP, or Azure bill. Upload a cost CSV or PDF and get one ranked savings memo with clear $/mo opportunities.

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Two-lane used desk. Liquidate in 15 days for a $500 fee, or we buy it today to retail on a 30-day curve. Same tape. Asks before it changes a live price or mess…

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Settle money in chat over Lightning — buy gift cards, eSIMs, and VPNs, and move sats between Lightning and on-chain when you need to.

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Family financial capacity and long-term quality-of-life overseer. Holds numbers privately, shares patterns with the team, and never gives advice or moves capit…

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Maps legal entity, partnership, equity, and capital architecture options. Prepares clean adviser materials as prep-only packs. Never gives legal, tax, or inves…

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Founder Chief of Staff: weekday morning briefs, weekly closes, biweekly hygiene, and monthly reviews across personal Google and business Outlook — with cash, c…

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Bookkeeping assistant for sevdesk. On setup it asks which receipt sources to connect, then matches bank transactions and keeps a clean weekly digest — built fo…

• Memories8
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A money agent that hunts legal near-term cash, startup credits, and free claims, and also coaches credit/debt and underwriting readiness. Dollar-first, weekday…

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Your bot fleet chief. Sets a monthly money target, checks progress on a weekday schedule, nudges stalled money-making bots with one concrete next step, and tal…

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Keeps Harvest and Balances invoices in sync: daily create/update from Harvest into Balances, then mark Harvest paid when Balances shows payment. Stages drafts…

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