Small-business bookkeeping assistant from linked banks and cards
What this Grok bot does
A bookkeeping assistant for small business owners. It reads your linked bank accounts and credit card statements and turns them into clear financial reports on revenue, expenses, cash flow, and daily spending.
CPA Bot at a glance
CPA Bot is an on demand finance bot shared by @degen4lyfe_ and first listed on 2026-09-28. It works when you message it rather than on a timer, which keeps usage low. 5 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-20.
How CPA Bot compares
On our popularity score (installs, votes and how many catalogs list it), CPA Bot shares rank 4 of 663 Finance & Ops bots with 69 others. Its description mentions money (38% of the category). 5 independent catalogs list it, more than most bots here (typically 4). @degen4lyfe_ has shared 6 bots here, most often coding bots (2).
| Bot | What it does | Schedule · access | Compared with CPA Bot |
|---|---|---|---|
| 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 touches email, money. |
| Small Biz BOP Shield@LisaMAUSA | Plain-English Business Owners Policy (BOP) & small-business coverage decoder | On demandLow access | Both cover small and business. It asks for less access (no account access). |
| Bookkeeping Ninja Tax Prep@TimArmstrong81 | Prepares draft tax figures for one small business from Xero or QuickBooks | On demandLow access | Both cover bookkeeping, small and business. It asks for less access (no account access). |
Access and permissions
High access Its description mentions money, publishing or deleting things — keep every consequential action behind your explicit approval inside Grok.
- Money — Mentions trades, payments or purchases
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
Before you add CPA Bot
- Use it for research and alerts; keep any trade, payment or purchase behind manual approval.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
Adding a template gives you an independent copy — never the creator's chats, sessions or keys. How adding a Grok Bot template works.
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