Tax & accounting
67 community templates for Grok Bot. Most bookmarked on X first.
Tax Filing Assistant
by Brian · @Texas_Twins_DadHelps prepare and e-file a US tax return, including foreign income and FBAR reports, lawfully and privately, with three-way cross-checking of every number. Not a licensed preparer; you do the logins, signing, and…
Not specified219 bookmarks on XShared 17 Oct 2026
Steward
by Samuel Riddle · @SdriddleOne-stop finance Controller for first-principles, full-automation accounting. Opens books from scratch, runs Cash/A/R/A/P draft-first, prefers GL story over bare TB, raises advisory KPI, cash-flow, and payroll/tax…
Drafts for your approval24 bookmarks on XShared 30 Sep 2026
Small Business Bookkeeper, meet Peg
by Mars 🌿 · @MarsHomesteadPeg keeps a small business's books in your own tools: logs receipts, matches bank and card activity, catches business costs paid personally, and preps tax worksheets, returns and month-end close with your yes. Your…
Not specified18 bookmarks on XShared 19 Oct 2026
PDF to Excel
by Kay · @CryptoKayzzTurns bank and card statement PDFs into clean Excel spreadsheets or QuickBooks Online and Xero import files, and checks that every transaction adds up to the statement's balances.
Can act for you8 bookmarks on XShared 28 Oct 2026
SlowBooks Cutover
by Justin Schnettler · @jschnettMigrate one QuickBooks Desktop company into SlowBooks via Conductor (read-only), then prove Trial Balance and spot-check P&L. Conductor is for the cutover read path and can be cancelled afterward unless you want ongoing…
Reads and advises3 bookmarks on XShared 15 Oct 2026
Taxx
by GreenbarSystems · @RyanGBsystemsU.S. federal income tax estimator for 2025 and 2026. Collects filing facts in chat and returns a numbered estimate — not a CPA, not tax advice, never files.
Not specified3 bookmarks on XShared 16 Sep 2026
Buchhaltung Sevdesk/Datev
by Michael Fischer · @MichaelAntonFBookkeeping bot for German companies using sevDesk: collects invoices from mail and folders, books them with the right account and tax rule, links bank payments, and keeps the DATEV handover to your tax advisor clean.
Can act for you2 bookmarks on XShared 17 Oct 2026
CPA Bot
by @degen4lyfe_ ·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.
Not specified2 bookmarks on XShared 28 Sep 2026
Receipt Keeper
by Kent Weber · @KentBWeberKeeps every receipt in your own spreadsheet. Just snap a photo or forward an email. No data entry. Say a note if you like. It logs merchant, date, total, tax, card last 4, and category for expense tracking, taxes,…
Not specified2 bookmarks on XShared 25 Oct 2026
Tally
by Michael · @MichaelGannottiSnap or forward any receipt and Tally files it into a Schedule C-style expense sheet, estimates your quarterly taxes and hands your accountant a clean export. For freelancers and side hustlers. Not tax advice.
Can act for you2 bookmarks on XShared 15 Oct 2026
CPA Desk
by Javier Candiotti · @AdeptusMec71933Draft-only desk for your own books: close checklists, reconcile exceptions from spreadsheets, suggested journal entries for your approval, and research memos with primary-source links. Not a CPA or tax preparer.
Drafts for your approval1 bookmark on XShared 28 Sep 2026
Tacks
by Josh Meyer · @JoshMeyerA personal tax preparer for US individual returns, federal and any state. It interviews you about your year, prepares the return line by line, and gets it ready for you to file yourself.
Not specified1 bookmark on XShared 14 Oct 2026
AI Bookkeeper & Tax Assistant (Beancount)
by Benjamin · @benjammin_solBookkeeping and tax planning for small-business owners and real estate investors with LLCs and rental properties. Keeps plain-text Beancount books, reconciles every account to its statements, plans taxes aggressively…
Can act for you0 bookmarks on XShared 15 Oct 2026
Bookkeeper
by Lida Wang · @LidaWangXA bookkeeper for solo founders and freelancers: tracks income, expenses, subscriptions, and AI tool costs, and sends a clear monthly summary and renewal reminders. Exact numbers only, no payments, no stored card numbers.
Not specified0 bookmarks on XShared 17 Oct 2026
Bookkeeping Ninja Bank Rec
by Tim Armstrong · @TimArmstrong81Matches bank-feed lines to bills already in your Xero or QuickBooks Online file, flags anything that doesn't clearly match, and watches for stalled feeds. Part of the Bookkeeping Ninja 🥷 stack for small businesses; it…
Not specified0 bookmarks on XShared 18 Oct 2026
Bookkeeping Ninja Bill Entry
by Tim Armstrong · @TimArmstrong81Turns supplier invoices from your inbox bot into DRAFT bills in Xero (or QuickBooks where it allows writes), coded the way your bookkeeper codes them. Part of the Bookkeeping Ninja 🥷 stack. It never approves or pays.
Drafts for your approval0 bookmarks on XShared 18 Oct 2026
Bookkeeping Ninja Month-End
by Tim Armstrong · @TimArmstrong81Checks whether a small business's Xero (or QuickBooks Online) file is ready to close, then reports Ready / Not ready with the items to fix. Read-only: it flags and never locks or changes anything.
Reads and advises0 bookmarks on XShared 18 Oct 2026
Bookkeeping Ninja Payments
by Tim Armstrong · @TimArmstrong81Marks bills paid in Xero (or QuickBooks Online, report-only) only when the bank feed shows the money has left. Flags duplicates, holds and anything unclear, and never pays or sends anything. Part of the Bookkeeping…
Not specified0 bookmarks on XShared 18 Oct 2026
Bookkeeping Ninja Tax Prep
by Tim Armstrong · @TimArmstrong81Prepares draft tax figures for one small business from Xero or QuickBooks: GST/BAS in Australia, or 1099 tracking and quarterly estimates in the US, plus a list of coding issues to check. It never lodges or files…
Drafts for your approval0 bookmarks on XShared 18 Oct 2026
Books
by Bryan Wiest · @360MetalRoofingA propose-only bookkeeper for small businesses on QuickBooks Online that matches card and ACH deposits, reconciles bank and card statements, and prepares vendor bills. Nothing posts until you approve it, so your books…
Drafts for your approval0 bookmarks on XShared 27 Sep 2026
Business Accountant
by Roman Potapov · @RomanPotapovBizBooks, payroll, and tax drafts from source docs for small businesses — fill and advise only under US GAAP/AICPA-style practice. Never e-files or moves money.
Drafts for your approval0 bookmarks on XShared 16 Sep 2026
CFO
by Jaime Hernandez · @JaimeBubbleheadA plain-spoken tax and money advisor for founders and households. Walks you through tax prep screen by screen, checks your budget, and spots deductions and credits, but never files for you.
Not specified0 bookmarks on XShared 19 Oct 2026
CRA Tax Helper
by WorldWideVibes · @W0rldwid3vib3sHelps Canadians get ready for their CRA tax return, keeping T4s, side-business income, receipts, and deadlines organized all year.
Not specified0 bookmarks on XShared 14 Oct 2026
Family Office
by rob_e · @rob_evjUHNW-style family wealth planner for tax, estate, retirement, real estate, brokerage, and entity structure. Legal efficiency only — never evasion. Labels estimates and flags when a CPA or counsel must sign off.
Not specified0 bookmarks on XShared 17 Sep 2026
Finance Bot
by John Boyle · @johnboyleRead-only email scanner and append-only bookkeeper that logs expenses and revenue from a business mailbox into a Google Sheet ledger, with hard safety rails.
Reads and advisesGoogle Sheets0 bookmarks on XShared 30 Sep 2026
Freelancer Finance Desk
by Omid Masoom · @OmidMasoomCloses one month of books for freelancers, contractors, and solo businesses from the transactions, receipts, and invoices you upload, and hands back a reviewed close packet. Bookkeeping prep only, not tax advice. Known…
Not specified0 bookmarks on XShared 29 Sep 2026
HSA Receipts
by David · @davidcasas82Keeps a clean, IRS-correct archive of your family's HSA receipts in Google Drive. It files eligible receipts with consistent names, flags gray items, and never pushes you to reimburse.
Can act for youGoogle Drive0 bookmarks on XShared 29 Oct 2026
Invoice Hunter
by Andrej Šimunaj · @scheemunaiHunts invoice PDFs in Gmail, extracts vendor/date/amount/number, packs YYYY-MM with CSV+index. Approve before accountant send.
Not specifiedGmail0 bookmarks on XShared 29 Aug 2026
IRS Bot
by @suddenlyjon ♞ · @SuddenlyJonReads your W-2s, 1099s, K-1s, stock option and brokerage statements, builds your return, and hunts every write-off, credit and incentive you qualify for. Independent helper, not affiliated with the IRS.
Not specified0 bookmarks on XShared 14 Oct 2026
IRS Demystifier
by iustina istrati · @iustinafractalsA calm, plain-spoken, privacy-first helper for anything involving the IRS: notices and letters, filing, payments, refunds, audits, identity theft, scams, retirement, small businesses, contractors, and nonprofits. Not a…
Not specified0 bookmarks on XShared 25 Oct 2026
Property Tax Appeal
by Chris Hadges · @chrishadges1Drafts your property tax assessment appeal and evidence summary from your county's own rules and recent comps; you review and file it.
Drafts for your approval0 bookmarks on XShared 15 Oct 2026
QBO Import & Export · Accounting
by Kay · @CryptoKayzzExports QuickBooks Online data to Excel and imports from Excel, both adding new records and batch-updating existing ones, always with a preview, your approval and a backup first. Works across multiple QuickBooks…
Drafts for your approval0 bookmarks on XShared 30 Oct 2026
Ramp Bot
by Matthew Barge · @matthewbargeKeeps a Ramp company card unlocked by quietly filling missing receipts and memos. Good for anyone whose org auto-locks cards when compliance items lapse.
Not specified0 bookmarks on XShared 23 Sep 2026
Receipt Capture
by B Kash · @BkashJosiCaptures receipts from photos, PDFs, and email, then records clean invoice and expense rows in Notion or Drive. For freelancers and small teams who want a tidy ledger without inventing numbers.
Can act for youNotion0 bookmarks on XShared 12 Sep 2026
Receipt Catcher
by Mike MosleyPulls receipt and invoice emails into a clean expense draft (vendor, date, amount). Quiet when none are new; never files to accounting tools without your yes.
Drafts for your approval0 bookmarks on XShared 30 Sep 2026
Receipt Scanner / Expense Tracking
by Lime Unfiltered · @limeunfilteredLogs emailed receipts into a Google Sheet and Drive folder. For anyone who wants a dedicated inbox that turns forwarded merchant emails and receipt photos into a line-item expense ledger.
Not specifiedGoogle Sheets0 bookmarks on XShared 30 Aug 2026
Safe to Spend
by Q Da Boss · @TRENCH_FORCE_Every time a brand or client pays you, Safe to Spend tells you what to set aside for taxes and what's safe to spend, and helps with any money or small-business task. It also teaches investing, trading and crypto with…
Can act for you0 bookmarks on XShared 10 Oct 2026
Stripe Accountant
by Daniel Petrov · @RawSteelRawReconciles Stripe payments, invoices, and balances for your accountant — digests, Excel workbooks, and a monthly check that the books tie.
Not specifiedStripe0 bookmarks on XShared 16 Sep 2026
Tax Firm OS
by Amervim Bonano · @AmervimAn operating assistant for small tax and accounting offices. It works through compliance, client follow-up, debt resolution and planning prep as drafts only, so your staff stays in charge of filing, signing and sending.
Drafts for your approval0 bookmarks on XShared 6 Oct 2026
Tax Harbor — Non-W2 / pre-retiree tax-year desk
by R. Garrick · @RGarrick2Weekly discussion brief for households without a W-2, ages ~55–80. Not a preparer. Never files, never pays, never converts, never trades.
Not specified0 bookmarks on XShared 19 Sep 2026
Tax Pro
by Zack Gabbard · @zac70182A year-round personal tax strategist: projects your refund or bill, finds every legal deduction and credit, checks estimated payments, and preps a draft return worksheet you file yourself.
Drafts for your approval0 bookmarks on XShared 14 Oct 2026
Tax Return
by Scott Bonge · @MyPerfectGoateeOrganizes your tax documents, flags what's missing, and walks your return through TurboTax (or builds a CPA handoff) for you to review. It never files or pays without your OK.
Not specified0 bookmarks on XShared 8 Oct 2026
Tax Return Second Look
by Thuong P. Nguyen · @teeRex247Upload last year's tax return. I find missed deductions, credits and refunds, by form and line. Never files anything.
Not specified0 bookmarks on XShared 22 Oct 2026
Taxman
by Richard Szymurski Jr. · @faderaudiA read-only household tax reviewer. It checks your last three years of federal and state returns for errors, missed deductions and credits, withholding gaps, retirement-contribution opportunities, and carryovers, then…
Reads and advises0 bookmarks on XShared 26 Oct 2026
TaxPilot
by Jackie Zhou · @JackieRKLBYou are TaxPilot, a personal AI tax assistant for U.S. federal and state returns. You organize documents, find what applies, calculate the return, check details, and explain everything in plain English before the owner…
Not specified0 bookmarks on XShared 26 Sep 2026
The Bookkeeper's Helper — Books Tidy All Year, Not Just Tax Time
by News Gurus🦉 · @NewsGurusKeeps a small business's books tidy all year with weekly categorizing, receipt chasing, and a plain-English monthly close. It never moves money or files taxes.
Not specified0 bookmarks on XShared 17 Oct 2026
Trucking Bot
by Lila Reed · @JamzTransportA warm trucking bookkeeping assistant for owner-operators and lease drivers. Logs loads, fuel, trip meters, and maintenance, imports weekly carrier settlements, and keeps week/month/year totals ready for taxes.
Not specified0 bookmarks on XShared 25 Oct 2026
US Crypto Tax
by Steve Gerber · @scgerberWalks a US individual through one tax year’s crypto for TurboTax Form 8949: harvest evidence, lock exceptions, and shape an import — without e-filing or storing seeds or passwords.
Not specified0 bookmarks on XShared 2 Oct 2026
Vera
by Yair Knijn · @finebutwhyVera is a Dutch bookkeeping assistant for zzp'ers and MKB-ondernemers. She keeps your books in Jortt, Moneybird, e-Boekhouden or a plain spreadsheet, prepares your BTW-aangifte, tracks receipts, hours and invoices, and…
Not specified0 bookmarks on XShared 15 Oct 2026
Bookkeeping Ninja Dropbox
by Tim ArmstrongFiles a small business's invoices and receipts in Dropbox the way its bookkeeper reads them, checks every move landed, and flags duplicates or misfiled items. The filing bot in the Bookkeeping Ninja 🥷 stack.
Not specifiedDropbox
Bookkeeping Ninja Supervisor
by Tim ArmstrongThe oversight bot in the Bookkeeping Ninja 🥷 stack for small businesses on Xero (QuickBooks Online read-only). It checks the other bookkeeping bots' work, keeps tax coding, GST and entity separation consistent, and…
Reads and advises
Books CFO
by Joe ClarkePrivate bookkeeper for business and/or personal books. Installs an encrypted local books app, walks Tailscale and a web passphrase, syncs linked accounts, and only pings you when something needs a decision.
Not specified
Crypto Budget & Tax Keeper 2.0
by James Rule XRP ⟐ 👊😎A friendly money coach for total beginners: it walks you step by step through building a budget, net worth, and crypto tax records (cost basis, gains and losses, a year-end file for your CPA), with PDFs and printing.…
Reads and advises
Duty First
by Steve QOwn instrument-aware trust accounting and reporting. Read the governing instrument first. Classify every receipt and disbursement as principal or income. Flag any action that puts the fiduciary’s or a third party’s…
Not specified
Expense Manager
by SpaceX Official xAIStay on top of the money. Builds the weekly summary from your expense manager and sheets, logs new receipts from email, and nudges owners on missing categories before review.
Not specified
FSA Receipt Keeper
by SoCalFSDKeeps your FSA or HSA receipts organized in a Google Sheet so you don't lose money at the claim deadline. For anyone with a flexible spending or health savings account.
Not specifiedGoogle SheetsShared 30 Oct 2026
ITINAgents.fyi
by Pooria ArabAnswers questions about getting an ITIN and finding an IRS Certifying Acceptance Agent nearby, pointing people to the matching agent or city page on itinagents.fyi.
Reads and advises
Mileage Log Catcher
by Mike MosleyDraft mileage logs from calendar drive and travel blocks. Not tax advice — you fill gaps and file yourself.
Can act for you
Nomad Pro – UK Residency Tracker
by Komal AminThe boring UK residency admin, managed for you: a day-by-day travel and work log with records, measured against HMRC's Statutory Residence Test figures and visa stay limits, with a travel concierge for your next move as…
Not specified
Paycheck Reality Check
by AlexTurns a pasted pay stub into line findings, a no-invented-rates worksheet, and a demand draft. You send everything yourself.
Drafts for your approval
SlowBooks Cutover
by Justin SchnettlerMigrate one QuickBooks Desktop company into SlowBooks via Conductor (read-only), then prove Trial Balance and spot-check P&L. Conductor is for the cutover read path and can be cancelled afterward unless you want ongoing…
Reads and advises
Susie the Bookkeeper
by Brandon ChiesaAI software, not a licensed bookkeeper or CPA; the owner approves everything. Susie the Bookkeeper sorts statements, matches receipts, drafts weekly reconciliations and monthly reports, and reminds small-business owners…
Drafts for your approval
Tax Bot
by Ricardo SaizA monthly bookkeeping assistant for small business owners. It preps gross receipts figures, gathers credit card statements, and suggests possible write-offs, then drafts it all to your bookkeeper. Nothing is sent until…
Drafts for your approval
🧾 Receipt & Expense Desk ✦ RECEIPT-READY
by Cypher Monkey🧾 Turn receipt photos or pasted receipts into a categorized, reconciled expense report with policy flags and totals. Card numbers are masked, and nothing is submitted without your OK.
Not specified