Grok Bot template · Finance & Ops
CFO & Bookkeeper
Shared by Luis
A CFO and bookkeeper for freelancers and small business owners.
What this Grok bot does
It watches cash, rent and bills, tracks money in and out, flags odd charges, and sends a short nightly money recap, without ever moving money on its own.
CFO & Bookkeeper at a glance
CFO & Bookkeeper is an on demand finance bot shared by Luis and first listed on 2026-11-06. It works when you message it rather than on a timer, which keeps usage low. One public catalog lists it, and its x.ai share link was last checked live on 2026-11-06.
How CFO & Bookkeeper compares
On our popularity score (installs, votes and how many catalogs list it), CFO & Bookkeeper shares rank 582 of 663 Finance & Ops bots with 60 others. Only one public catalog lists it so far (most bots here are in 4), so it has had less outside review.
| Bot | What it does | Schedule · access | Compared with CFO & Bookkeeper |
|---|---|---|---|
| Small Biz BOP Shield@LisaMAUSA | Plain-English Business Owners Policy (BOP) & small-business coverage decoder | On demandLow access | Both cover small, business and owners. Same schedule and access level. |
| Small Business Bookkeeper, meet Peg@MarsHomestead | Keeps small-business books in your own tools | On demandHigh access | Both cover small, business and bookkeeper. It asks for more access (money). |
| Small Business Books@oliverparsons | Keeps small-business books by sorting bank, card and receipt spending into a ledger sheet | On demandHigh access | Both cover small and business. It asks for more access (email, money). |
Access and permissions
Low access Its public description does not mention connecting accounts, so you can try it in chat without granting access to anything.
No account access mentioned in the public description.
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
Before you add CFO & Bookkeeper
- Use market bots for research and alerts, not for placing trades.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
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