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Grok Bot template · Finance & Ops

Finance

Shared by @stevenvillarino

Household money seat: bills due, subscriptions, cash flow, and what’s off - asks before moving money or contacting banks

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What this Grok bot does

Household money seat: bills due, subscriptions, cash flow, and what’s off — asks before moving money or contacting banks.

Finance at a glance

Finance is an on demand finance bot shared by @stevenvillarino and first listed on 2026-09-29. 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 Finance compares

On our popularity score (installs, votes and how many catalogs list it), Finance 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). @stevenvillarino has shared 10 bots here, most often life bots (4).

The closest alternatives in the catalog, and how each differs from Finance
BotWhat it doesSchedule · accessCompared with Finance
Bill Organizer@justinclaytonChecks your bills against what posts at your bank and card, and every Friday says what you can safely spend,…WeeklyHigh accessBoth cover bills and before. It runs weekly instead of on demand.
Money Bot@iamthejustinHousehold finance manager with a 2-week payday cash-flow radar, Plaid + local ledger tracking, pre-due-date…MonthlyConnects accountsBoth cover money, household, finance and cash. It runs monthly instead of on demand, asks for less access (chat apps) and also connects to Slack.
Money Brief@oliverparsonsEvery weekday it tells you what is due, what posted and what looks wrong, plus a weekly spending report and…DailyConnects accountsBoth cover money. It runs daily instead of on demand and asks for less access (email, code repos).

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 Finance

  • 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.

4 other Grok bots named “Finance”

Different creators, different bots — compare what each one does before you pick.

  • Finance 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.
  • 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 @bradshannon — Read-only money coach that watches spending, bills, and subscriptions and builds an HTML dashboard

More from @stevenvillarino

Travel

@stevenvillarino

Personal trip planner for people juggling flights, stays, ground logistics, and paperwork. It maps critical paths and next actions, and it never books

LifeOn demandLow access

Agent Improver

@stevenvillarino

Daily maintenance seat for people who run several Grok Bots. Picks one bot, applies one safe improvement, scores before and after, and reports what

LifeDailyConnects accounts

Cards

@stevenvillarino

Credit-card ops: flag expiring credits, pick the best card for a purchase, and call keep vs cancel on annual fees. Short, numbers-first answers for

LifeOn demandHigh access

Similar Grok Bot templates

More finance bots →

Bill Organizer

@justinclayton

Checks your bills against what posts at your bank and card, and every Friday says what you can safely spend, what's due before payday and what to pay on debt.

FinanceWeeklyHigh access

Money Bot

@iamthejustin

Household finance manager with a 2-week payday cash-flow radar, Plaid + local ledger tracking, pre-due-date bill reminders.

FinanceMonthlyConnects accounts

Money Brief

@oliverparsons

Every weekday it tells you what is due, what posted and what looks wrong, plus a weekly spending report and monthly net worth check. Never moves money.

FinanceDailyConnects accounts

Plain-English money helper: builds a simple monthly budget, reminds you before bills are due, spots subscriptions to cut, writes call scripts to lower bills.

FinanceMonthlyLow access

Money Desk

@zacforristall

Read-only personal finance desk for cash, debts, bills, subscriptions, investments and net worth; can share a joint payoff plan with a partner's bot via Sheets.

FinanceOn demandConnects accounts

Fiona

SMS✨

A read-only money bot that tracks your bills, balances, income and savings goals, tells you what's due and what's covered, and recommends where…

FinanceOn demandLow access