Finance · 73 templates
Grok Bot templates for finance
Money bots do the dull, easy-to-forget parts of your finances. They find subscriptions you forgot about, log receipts, flag bills that went up, keep a household budget or watch the markets you care about. Every bot here is a template you can add to your own Grok Bot, and none of them is a paid placement.
Or let your Grok Bot pick one
Add the Meet My Bot template and ask for the job in your own words. It answers with the bot’s page and the creator’s credit.
Find me a Grok Bot that finds subscriptions I can cancelGrok Bot templates for finance (73)
Ranked by people who use it, then by how its original X post did. No paid spots.
Fine Print
Reads contracts, leases and bills, explains what's really in them, flags hidden fees and can draft a dispute or counter-terms.
Money & Finance
@dirtytesla
Clean Slate
Gets your free credit reports, spots collections, errors and old items, drafts disputes to the three bureaus and tracks deadlines. Sends only on your OK.
Money & Finance
@brianroemmele
Memecoin Report
Sends a scheduled memecoin market report built from X lists of traders you pick: sentiment, majors and what people are buying.
Investing & Crypto
@fomomofosol
Medical Bill Auditor
Reads every line of your medical bills and insurance statements, flags double charges, upcoding and junk fees, and drafts disputes you approve one by one.
Money & Finance
@brianroemmele
Altcoin Lab
Type any altcoin ticker, name or contract address and get one tight, sourced research report that ends in a clear verdict. Blunt analysis, no hype.
Investing & Crypto
@masonversluis
X Money Deep Report Bot
Reads your X Money account each week and sends a sorted spending report with cash-back, interest, recurring charges and goal progress. Read-only by default.
Money & Finance
@brianroemmele
Premarket Desk · 盘前早报
Chinese-language premarket brief before each US trading day: futures, bonds, dollar and oil, top 3 stories, your watchlist movers and earnings calendar.
Investing & Crypto
@alanchen
Bill
Phone-bill advocate for the big US carriers: audits your bills and usage, finds cheaper plans, missed credits and waivable fees, and ranks savings per month.
Money & Finance
@congressdj
Token Analyst
Values crypto tokens from revenue, fees, buybacks and emissions, with bear, base and bull scenarios.
Investing & Crypto
@hooeem
Money Finder
Finds money you're owed, like open class-action settlements, government refunds, lost retirement accounts and forgotten balances, and checks again weekly.
Money & Finance
@paste_values
Hagglebot
Finds wasted spend and helps you negotiate better prices and terms on everything from SaaS contracts and bills to salaries, rent and cars.
Money & Finance
@anonhaggle
Charlie Munger
An investing coach built on Charlie Munger's playbook: filters ideas, judges moats, checks your biases and starts with a paper portfolio.
Investing & Crypto
@carm1nee
Risk Management Tutor
A trading risk tutor: places you by level, teaches stops, position sizing, drawdowns and leverage in 7 quizzed lessons, then drills your weak spots. No signals.
Investing & Crypto
@hooeem
Health Insurance Claims
Helps you understand your health plan benefits, appeal claim denials and get visits, specialists and procedures covered, with plain-language checklists.
Money & Finance
@amartins02
Peg, Small Business Bookkeeper
Keeps a small business's books in your own tools: logs receipts, matches bank and card activity and catches business costs you paid personally.
Money & Finance
@marshomestead
Credit Card Max
Tells you which credit card to use for each purchase based on your goals, and tracks statement credits, wrong-card charges and perks.
Money & Finance
@trevin
Trading Bot 5.0
A beginner-friendly XRP/RLUSD grid trading bot that trades from a small wallet just for the bot and never sells below an XRP floor you set.
Investing & Crypto
@allthemoney
Family Book Bot
Keeps your family's yearly income and expense book in Google Sheets or Excel Online and logs receipts from photos or order emails, in any language.
Money & Finance
@skyxfunnext
Karen the Canceller of Paid Subs
Finds every paid subscription in your inboxes, asks keep or cancel, then cancels the ones you pick and turns down retention offers.
Money & Finance
@allanbranch
Food Delivery Spending Analyzer
Reads your DoorDash and Uber Eats receipt emails in Gmail and reports monthly totals, top restaurants, fees, tips and promos, as charts, a PDF and a sheet.
Money & Finance
@thewebbie
Defi 101
Explains any DeFi project on EVM chains or Solana from a link or name, checks the live app and recent X talk, with infographic panels. No buy/sell signals.
Investing & Crypto
@laivietnam91
Startup Grant Scout
Finds open non-dilutive grants your startup can win, scores each for fit, weeds out scams and drafts the application for you to approve.
Money & Finance
@michaelheckert
Covered
Finds the free repairs, replacements and warranty claims you're already owed on things you own and drafts the claim. You file it.
Money & Finance
@michaelheckert
Subby
Finds recurring subscriptions in your email and statements, shows yearly and 10-year cost, suggests what to cut and drafts cancel or refund requests.
Money & Finance
@nicolo_tognoni
El Licenciado
A personal accountant for people in Mexico: logs your money in your own Google Sheet, reconciles monthly and reminds you of your SAT tax duties.
Money & Finance
@alanvaa96
Bills
Finds your household bills and renewals in email, explains price rises, flags missing bills, suggests cheaper options and drafts negotiation emails.
Money & Finance
@danninetyseven
Warranty & Returns Keeper
Reads your receipt emails, logs every return deadline and warranty end date and reminds you before they run out. Read-only; never files claims.
Money & Finance
@tnvolman
CFO
A plain-spoken tax and money advisor for founders and households: walks you through tax prep step by step, checks your budget and spots deductions.
Money & Finance
@jaimebubblehead
Token Trader
Onchain trading bot that swaps tokenized US stocks and coins from a Phantom agent wallet, with stop-loss and kill-switch rules.
Investing & Crypto
@kyle_kim_tg
Free Trial Reminder
Spots free trials in your email, warns you a few days before they turn into a charge, and cancels only after you confirm. Quiet when nothing is due.
Money & Finance
@andresruggiero3
Penny
Finds every subscription you pay for across your email and bank, sorts them into cancel, review or keep, and cancels the ones you pick.
Money & Finance
@jxn_w
Solo Pleb
Watches your solo Bitcoin miners, pool or node and the network, and pings you only for blocks, big shares, a miner down or a failover. Bitcoin only.
Investing & Crypto
@bolster_15
Dividend Steward
Dividend-growth helper: screens for long raise records and safe payouts and watches your holdings. It only suggests trades; you place them.
Investing & Crypto
@vinniepinto
Social Security & Medicare Helper
Free, plain-spoken guide to Social Security and Medicare for older adults, veterans and families. Never asks for your SSN or Medicare number.
Money & Finance
@iustinafractals
Asymmetric Opportunity Radar
Weekly ranked digest of asymmetric income and project opportunities, like bounties, contests, AI evaluation gigs and early-adopter programs, fit to you.
Money & Finance
@maverickmath
Ducat$ · Unclaimed Money
Searches official state, county, city and federal unclaimed-money programs for your names and old addresses, then ranks the hits with how to claim each.
Money & Finance
@matt_schoen
musebot
Reads live pump.fun and Stonk.fun token launches, finds trading agents on Musebook and messages them. Read-only; nothing is signed without your OK.
Investing & Crypto
@0rdlibrary
Northstar Analyst
Educational crypto analysis from the Northstar indicator: signals, stop and target levels, trend, funding and open interest. No wallet, no auto-trading.
Investing & Crypto
@axayrs
Snag
Stakeout watcher for sold-out things: official resale tickets, restocks, campsites and appointment slots. Pings you to book yourself; never buys or books.
Money & Finance
@ghost_szy
Claim Helper
Walks you through an auto or home insurance claim in plain English: documenting damage, reading your policy, judging the estimate and drafting a counter letter.
Money & Finance
@informedshib
IRS Demystifier
Calm, privacy-first help with IRS notices, filing, payments, refunds, audits, scams and identity theft, citing official irs.gov sources.
Money & Finance
@iustinafractals
Prize Hunter
Finds cash-prize contests, hackathons and bounties you could win, scores prize, odds and effort, tracks deadlines and helps check entries.
Money & Finance
@damonmakes
RenewalMate
Tracks your household contracts and subscriptions (mobile, broadband, insurance, energy) and alerts you before renewals, price rises and cancel windows.
Money & Finance
@roogbotai
ScholarBot
Finds scholarships, grants and tuition help that fit a student, from school and state programs to local and trade awards, with links and deadlines.
Money & Finance
@okroisara
Insurance Aware
Keeps a list of your insurance policies by carrier nickname and renewal date and nudges you before renewals. No policy numbers needed; never buys coverage.
Money & Finance
@wayovrmyhed
Bill Organizer
Checks your bills against what has posted at your bank and card, and each Friday says what is safe to spend, what is due and how much to pay down.
Money & Finance
@justinclayton
Yotta Recovery
Helps people who lost money in the Yotta / Synapse collapse: tracks the CFPB fund and lawsuits, organizes evidence and drafts small claims papers to review.
Money & Finance
@redamaleki
Stock Ladder Bot
Watches your stock against dip-buy and sell levels you set, lets you paper-trade a ladder plan first, and sends weekly gold, silver and money reports.
Investing & Crypto
@jimaggie
InvestBot: Congress trade tracker
Tracks public STOCK Act trade disclosures by members of Congress and sums up notable trades with dates, amounts and filing links. Not investment advice.
Investing & Crypto
@dadbodworx
Open Enrollment
Helps you decide whether to switch health plans at open enrollment: reads your plan documents and models total yearly cost with and without major care.
Money & Finance
@groksrules
Home & Renters ClaimShield
Plain-English homeowners, condo & renters insurance coach that explains your coverage and decodes roof and water repair estimates.
Money & Finance
@lisamausa
Kids' Trump Account, Roth & 529 Coach
Plain-English family wealth coach for Kids' Trump Accounts (530A / Invest America), Teen Custodial Roth IRAs, 529 plans, and UTMA accounts.
Money & Finance
@lisamausa
Auto & Rideshare ClaimShield
Pocket accident coach & auto/rideshare claim explainer that guides you through a crash at the curb.
Money & Finance
@lisamausa
Receipt Keeper
Snap a photo or forward an email and it logs each receipt's merchant, date, total, tax and category into your own spreadsheet. No typing needed.
Money & Finance
@kentbweber
Renewal Rate Hunter
Watches your email for car insurance renewal notices, gathers like-for-like quotes, spots missed discounts and drafts a match request for you to approve.
Money & Finance
@rohanbhanotai
Mercado BR
Brazilian market desk in Portuguese: B3 quotes, Tesouro Direto, PTAX dollar rate, Selic, CDI and IPCA, always with source and time. No advice.
Investing & Crypto
@colkito
Side Hustle Sniffer
Daily digest of side hustle ideas with proof people actually pay, scanned from X, TikTok, eBay and trend sites and matched to your budget and free time.
Money & Finance
@campdirtybird
Grant Journal
Calm grant coordinator for US applicants: finds real grants, drops the ones you can't use, tracks deadlines and logs how each application went.
Money & Finance
@iustinafractals
Mortgage Payoff & Bonus Snowball Planner
Warm, no-judgment early mortgage payoff & bonus snowball planner that shows how many years and how much interest you can shave off.
Money & Finance
@lisamausa
Small Biz BOP Shield
Plain-English Business Owners Policy (BOP) & small-business coverage decoder that spots the 5 biggest coverage gaps.
Money & Finance
@lisamausa
Trapezítēs · Trader and Strategist
Same-day options trading assistant: backtested setups with strike, stop and target, grades every trade and starts on paper.
Investing & Crypto
@spydx0dte
Unclaimed Money Finder
Hunts official state, MissingMoney and federal records for money owed to you or your family, then preps each claim for you to sign. No finder fees.
Money & Finance
@evankestenbaum
Sub Killer
Finds the subscriptions you pay for in your Gmail, helps cancel the ones you don't want and clears promo clutter without touching bills or official mail.
Money & Finance
@groksrules
Merger Watch
Watches two public companies for merger talk or new ties via SEC filings, news, exec posts and stock moves, labeling each find confirmed, reported or rumor.
Investing & Crypto
@howiemcmahan
Bill & Budget Buddy
Builds a simple monthly budget, reminds you before bills are due, spots subscriptions to cut and writes scripts for calling to lower bills.
Money & Finance
@dalegandy
SG Cards Guide
Information-only guide to Singapore credit cards: remembers which cards you hold and says which to use for each spend, from a bank-cited dataset.
Money & Finance
@varunparakh
Wealth
Wealth desk for people with a W-2 job and side businesses: tracks cash and spending and drafts a sourced tax-prep packet for your preparer.
Money & Finance
@meechyourgoals
Ghost Subscription Hunter
Finds forgotten subscriptions for small businesses and creators from receipts or statements, flags waste and asks before any cancellation.
Money & Finance
@themarkgshow
Credit Watch
Watches your three credit reports, reminds you to pay each card before it reports so a low balance shows, and sends change summaries.
Money & Finance
@marcellhazzard
Money Desk
Read-only money desk for couples: tracks cash, debts, bills and investments, runs daily and weekly checks and keeps a shared payoff plan.
Money & Finance
@zacforristall
VA Claims Coach
Coaches veterans through VA disability claims, from first intake to a map of conditions and clear next steps. Coaching only, not legal advice.
Money & Finance
@hudsonsutherla2
How to pick a finance bot
- Pick one job first.Subscriptions, bills, receipts, budgets and investing are different bots. Start with the one that costs you the most time or money.
- Check what it reads.Many money bots read your email or a spreadsheet to find bills and receipts. “What you need” on the listing says which connectors it uses.
- Keep the final say.Prefer bots whose summary says they ask before they cancel, buy or move anything.
New to templates? Read how to add a Grok Bot template or the Grok Bot templates overview.
Questions about finance Grok Bots
What are the best Grok Bot templates for finance?
Popular picks right now are Fine Print, Clean Slate and Memecoin Report. Open any of them to see what it does, what it needs and who made it before you add it.
How do I add a finance Grok Bot template?
Open its listing, check what it needs, then tap Add to Grok Bot. That opens the creator’s share link on x.ai, where you can open it in Grok and make your own copy.
Can my Grok Bot find a finance bot for me?
Yes. Add the Meet My Bot template and ask in plain words, like “Find me a Grok Bot that finds subscriptions I can cancel”. It searches meetmybot and answers with each bot’s page link and the creator’s credit.
What does a finance bot need?
Many finance bots read your email or a spreadsheet to find bills, receipts and subscriptions, so they ask for those connectors. Investing bots often need nothing but a chat. The listing says what each one needs.
How are bots picked for this page?
This page lists live meetmybot listings in Money & Finance and Investing & Crypto. Ranked by people who use it, then by how its original X post did. No paid spots.
Keep going
Guides and job pages, plus the Grok Bot templates overview.