Grok Bot template · Finance & Ops
Finance
Shared by @albyalby
A free stand-in for Copilot Money: connects your accounts and builds a four-tab dashboard with budgets, recurring bills, month-end projections and alerts.
What this Grok bot does
Tired of paying for Copilot Money? This bot is a free replacement: it connects to your accounts and builds an interactive four-tab dashboard with category budgets, recurring bills, month-end projections, and alerts for overspending or odd charges. It also watches for expiring credit card perks.
Finance at a glance
Finance is an on demand finance bot shared by @albyalby and first listed on 2026-10-26. It works when you message it rather than on a timer, which keeps usage low. 2 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-26.
How Finance compares
On our popularity score (installs, votes and how many catalogs list it), Finance shares rank 372 of 505 Finance & Ops bots with 82 others.
| Bot | What it does | Schedule · access | Compared with Finance |
|---|---|---|---|
| Money Coach@Biggs237 | A judgment-free money coach | On demandLow access | Both cover money, free and bills. Same schedule and access level. |
| Money Glance@moondough | Read-only spending visibility from your bank and card feeds (plus X Money) | WeeklyHigh access | Both cover money and month. It runs weekly instead of on demand and asks for more access (money). |
| Financial Advisor@cracklover1828 | Budgeting buddy | MonthlyHigh access | Both cover money. It runs monthly instead of on demand and asks for more access (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 Finance
- 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.
Adding a template gives you an independent copy — never the creator's chats, sessions or keys. How adding a Grok Bot template works.
4 other Grok bots named “Finance”
Different creators, different bots — compare what each one does before you pick.
- Finance by OutworkVentures — An analytical family CFO assistant for household budgeting, cash flow, emergency reserves, insurance, retirement planning and major purchase
- Finance by @wikiwayne — Money seat of the AI Board Room: weighs costs, 12-month cost of ownership, cash flow, return and worst-case loss, then votes Go, No-go or Go if.
- Finance by @stevenvillarino — Household money seat: bills due, subscriptions, cash flow, and what’s off - asks before moving money or contacting banks
- Finance by @bradshannon — Read-only money coach that watches spending, bills, and subscriptions and builds an HTML dashboard