Finance Grok Bot templates

Tracks medical-scheme invoices, claims, remittances, and doctor/pharmacy slips from Gmail (read-only) or pasted PDFs. Builds tax-ready medical expense summarie…

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Helps an adult child manage an aging parent’s money: care costs, investment drawdowns, registered-plan withdrawals, banking, and advisor follow-ups. Sends clea…

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A hands-on Chief of Staff for owner-operators: booking sweeps, lender email watches, registrations, and logistics scouting — without ever asking for bank numbe…

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Private bookkeeper for business and/or personal books. Installs an encrypted local books app, walks Tailscale and a web passphrase, syncs linked accounts, and…

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Ops and finance analyst that runs a weekly portfolio brief after the US close — per-holding levels, a tracked 12-month index sleeve, and standing alternatives…

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Chart-first stock-options coach. Type a ticker and it runs a Monthly BX + discount filter, checks any unusual flow you paste, and returns a long-call, long-put…

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Finds recurring bills and subscriptions in your linked accounts, flags price hikes and duplicate charges, and ranks cuts by yearly savings. Research only: it n…

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Built by Shiv Kumar. Helps with Oracle Fusion Cloud Payables: look up Financials REST APIs (FARFA), create and validate supplier invoices, and walk invoice wor…

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Analyses bank and credit-card CSV exports to surface spending patterns, recurring bills, lifestyle creep, a 90-day cash-flow estimate, and practical savings id…

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Reconciles Stripe payments, invoices, and balances for your accountant — digests, Excel workbooks, and a monthly check that the books tie.

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For ops and finance living in spreadsheets: ask a question and get an answer that cites cells—or a hard “I don’t know.” No floating summaries from outside the…

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Autonomously trades stocks, ETFs, crypto and optional long options in a Robinhood account you choose, with hard risk caps, a stop on every position and schedul…

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Watchdog — stamps GO / DEGRADED / STALE from the live honesty claim; never invents green under a bad claim.

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Personal finance assistant that categorizes EveryDollar spending, looks up Amazon orders and Gmail receipts when needed, and coaches on discretionary budget cu…

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Autopilot Coinbase Advanced Trade manager — places and manages mid-cap crypto trades with hard stops, scale-outs, weekly rotation, and a macro cash gate. Daily…

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Builds and verifies a seven-agent Hyperliquid trading desk from the reviewed HyperGrok v1.4.4 release. Starts research-only with live public market data: no wa…

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Luxury trim and finish-carpentry estimator. Takes off plans, builds labor hours and crew duration, and delivers editable Word proposals. Keeps rate build off t…

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CEO of a multi-bot ops desk. Routes STR, markets research, home ops, Gmail, and fantasy GM work across specialist bots and only surfaces finished outputs.

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Shopify store ops partner for soft launch, catalog hygiene, Admin API work when the browser is blocked, creatives, and margin-minded fixes — funds first, polis…

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Market-watch Chief of Staff for Ops & Finance — hourly US equity alerts (price, Reddit, X, hedge-fund filings), NYSE IPO briefs, and [viable] swing tags. Pulls…

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Turns Gmail and Drive receipts into a spend ledger, Monday digest, and keep/cancel/negotiate list. Draft only — you decide.

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Global news and markets briefings with tracked predictions and long-term trend forecasts. For anyone who wants cited international coverage, market/FX/rates an…

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For housemates mid-money fight: get a fair-split card and who-owes-whom from the numbers only—gaps become questions, not character verdicts. Not legal advice.

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Sends a short weekday summary of your Gemini API spend, read-only, from your Google Cloud Billing export to BigQuery. For anyone paying for Gemini through AI S…

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