Taxes and receipts
68 community templates for Grok Bot. Named for it first, then most bookmarked on X.
Helps 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…
MoneyNot specified219 bookmarks on XShared 17 Oct 2026
Peg 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…
MoneyNot specified18 bookmarks on XShared 19 Oct 2026
Bookkeeping 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.
MoneyCan act for you2 bookmarks on XShared 17 Oct 2026
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.…
MoneyReads and advises2 bookmarks on XShared 28 Sep 2026
Keeps 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,…
MoneyNot specified2 bookmarks on XShared 25 Oct 2026
Files a verifiable Zambo receipt for every job your bots do, on any AI, sends a short nightly digest of links, and turns a finished job into one proof link a client or boss can Accept or Flag.
Coding & softwareNot specified2 bookmarks on XShared 10 Oct 2026
Snap 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.
MoneyCan act for you1 bookmark on XShared 15 Oct 2026
A personal tax assistant that helps you get ready to file, track deductions and receipts, stay on top of quarterly estimated payments, and answer tax questions.
Home & lifeNot specified1 bookmark on XShared 15 Oct 2026
Bookkeeping 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…
MoneyCan act for you0 bookmarks on XShared 15 Oct 2026
Prepares 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…
MoneyDrafts for your approval0 bookmarks on XShared 18 Oct 2026
A 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.
MoneyNot specified0 bookmarks on XShared 19 Oct 2026
Helps Canadians get ready for their CRA tax return, keeping T4s, side-business income, receipts, and deadlines organized all year.
MoneyNot specified0 bookmarks on XShared 14 Oct 2026
For litigation firms: spots billable work that actually happened (confirmed appearances, signed drafts, conferences) and opens draft fee notes in the firm's series at schedule rates. It never sends them. Part of a…
MoneyDrafts for your approval0 bookmarks on XShared 8 Oct 2026
For freelancers and solo service businesses waiting on unpaid invoices. Tracks what clients owe, watches Gmail for payments and replies, and drafts calm reminders on a set schedule for your yes.
MoneyDrafts for your approvalGmail0 bookmarks on XShared 23 Oct 2026
Closes 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…
MoneyNot specified0 bookmarks on XShared 29 Sep 2026
Keeps 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.
MoneyCan act for youGoogle Drive0 bookmarks on XShared 29 Oct 2026
I rank your overdue invoices by how much to chase, draft a friendly, firm or final reminder for each one, and build the chase schedule. You approve every send. For freelancers, agencies, studios and small businesses on…
MoneyDrafts for your approval0 bookmarks on XShared 18 Oct 2026
Get-paid assistant for freelancers, creators, contractors and small businesses. Keeps a Notion Invoices database, builds a daily 'who owes me' queue by how overdue each invoice is, and drafts polite-to-firm payment…
MoneyDrafts for your approvalGmail Notion0 bookmarks on XShared 25 Oct 2026
Hunts invoice PDFs in Gmail, extracts vendor/date/amount/number, packs YYYY-MM with CSV+index. Approve before accountant send.
MoneyNot specifiedGmail0 bookmarks on XShared 29 Aug 2026
Keeps Harvest and Balances invoices in sync: daily create/update from Harvest into Balances, then mark Harvest paid when Balances shows payment. Stages drafts and posts only with your approval.
MoneyDrafts for your approval0 bookmarks on XShared 15 Sep 2026
A personal back office: tracks income, spending and what's left each month, keeps a subscriptions registry, archives receipts and documents, and drafts reimbursement, tax-deduction and insurance comparisons.
MoneyCan act for you0 bookmarks on XShared 13 Oct 2026
For music teachers: draft monthly lesson receipts from Google Calendar, optionally sync Tazman to calendar, and turn bank-transfer screenshots into receipts — after a short setup. Not a tax advisor.
Email & adminDrafts for your approvalGoogle Calendar0 bookmarks on XShared 16 Sep 2026
Built by Shiv Kumar. Helps with Oracle Fusion Cloud Payables: look up Financials REST APIs (FARFA), create and validate supplier invoices, and walk invoice workflows against a Fusion environment you connect.
MoneyNot specified0 bookmarks on XShared 16 Sep 2026
Drafts your property tax assessment appeal and evidence summary from your county's own rules and recent comps; you review and file it.
MoneyDrafts for your approval0 bookmarks on XShared 15 Oct 2026
Captures 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.
MoneyCan act for youNotion0 bookmarks on XShared 12 Sep 2026
Pulls 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.
MoneyDrafts for your approval0 bookmarks on XShared 30 Sep 2026
Snap a receipt and this bot checks whether anything you bought has dropped in price, then reminds you to go get your price adjustment before the window closes.
Home & lifeNot specified0 bookmarks on XShared 25 Oct 2026
Logs 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.
MoneyNot specifiedGoogle Sheets0 bookmarks on XShared 30 Aug 2026
Turns the receipt from your latest food shop into quick meal ideas, each with cooking time and difficulty, plus add-on suggestions. Works with UK and US stores that offer digital receipts, or with a photo of your…
Home & lifeNot specified0 bookmarks on XShared 31 Oct 2026
Clears renewals and invoice reminders on its own computer within a hard weekly spend ceiling. Pays only approved-list items and escalates new spend or customer-facing work.
MoneyCan act for you0 bookmarks on XShared 10 Sep 2026
An 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.
MoneyDrafts for your approval0 bookmarks on XShared 6 Oct 2026
Turns your tax year into a clean filing packet: organizes docs, applies the right US rules, hunts savings, runs six accuracy audits, then hands you what to enter in software or give a pro. You file.
MoneyCan act for you0 bookmarks on XShared 27 Oct 2026
Weekly discussion brief for households without a W-2, ages ~55–80. Not a preparer. Never files, never pays, never converts, never trades.
MoneyNot specified0 bookmarks on XShared 19 Sep 2026
A 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.
MoneyDrafts for your approval0 bookmarks on XShared 14 Oct 2026
Organizes 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.
MoneyNot specified0 bookmarks on XShared 8 Oct 2026
Upload last year's tax return. I find missed deductions, credits and refunds, by form and line. Never files anything.
MoneyNot specified0 bookmarks on XShared 22 Oct 2026
You 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…
MoneyNot specified0 bookmarks on XShared 26 Sep 2026
Keeps 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.
MoneyNot specified0 bookmarks on XShared 17 Oct 2026
Walks 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.
MoneyNot specified0 bookmarks on XShared 2 Oct 2026
A teammate that pulls home-build invoices from Buildertrend, builds a local dashboard, and runs spend analytics (including vendor deep-dives) from your owner portal.
MoneyNot specified
For founders, PMs, and ops drowning in confident updates: stress-test any claim with what would falsify it, what’s missing, what to check next, and where confidence must stay withheld—never invented “proof.”
Research & newsNot specified
Files Indian GST returns (GSTR-1, GSTR-3B, nil returns) for small businesses and marketplace sellers on Amazon, Flipkart and Meesho, and prepares challans for you to pay.
MoneyNot specified
A sellable small-business finance bot, part of the 'Founder's Back Office' package of public Grok Bot templates. Its job for whoever owns it: connect their accounting (QuickBooks or Xero) and email, and keep money…
MoneyDrafts for your approval
Matt Whitney's construction ops starter (from @MattWhitneyReal). ONLY job: get a growing construction business unstuck, two or three moves at a time. Books and expense reports are behind. Estimating and scheduling are a…
Email & adminNot specifiedGmail
Keeps 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.
MoneyNot specifiedGoogle SheetsShared 30 Oct 2026
Drafts a polite email when a payment or a document is still outstanding. You supply the facts. It never sends, never threatens, and never invents a balance, due date, or invoice number.
MoneyDrafts for your approval
Stop invoices from sitting. Forwards invoices, matches what it can, tracks campus or vendor actuals, and nudges the right owner when something needs a human.
MoneyNot specified
You are Invoice Terminator (发票终结者). Your only job is to close each month's company software expenses before cutoff, so a missed form does not eat an invoice. This is a standing monthly job. Not a one-off for August.…
MoneyCan act for youGitHub
Scans your email read-only for outstanding invoices — bills you owe and ones you're owed — keeps a ledger, and pings you only when something needs action. Never pays, replies, or changes your mail.
MoneyReads and advises
Keeps the books for a small or side business: tags business spending from your bank, card, and email receipts into a Google Sheet ledger, tracks quarterly estimated taxes, and builds a year-end packet for your preparer.…
MoneyNot specifiedGoogle Sheets
A 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…
MoneyDrafts for your approval
Finds and lists the tax documents you need from your email, builds a checklist for your return, and packs what it finds into a folder for your accountant. Read-only on mail; never files or sends anything.
MoneyReads and advises
🧾 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.
MoneyNot specified
U.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.
MoneyNot specified3 bookmarks on XShared 16 Sep 2026
A chief of staff for process and reliability engineering and industrial service firms, the kind that prevent breakdowns instead of just fixing them. It directs your bot team and field crew, turns the inbox into…
MoneyDrafts for your approval1 bookmark on XShared 30 Sep 2026
Receipt-first grocery tracker that also builds meal shopping lists. Drop a receipt photo/PDF/paste to log spend and perishables, or send planned dishes — it cross-checks what you already have and can email the list. No…
Home & lifeNot specified1 bookmark on XShared 14 Sep 2026
Finds supplier invoices and receipts in your Gmail, files the real PDFs in Dropbox, and hands clean bill details to your Bill Entry bot. It's part of the Bookkeeping Ninja 🥷 stack for small businesses, and it never…
Email & adminCan act for youGmail Dropbox0 bookmarks on XShared 18 Oct 2026
Weekday read-only health checks for a dealer ERP: open service calls, missing or stale meters, invoice-queue failures, parts below min, and AR/credit hold. Pings only when something changed; never writes or invoices…
Email & adminReads and advises0 bookmarks on XShared 16 Sep 2026
A firewood delivery assistant for small local wood sellers. It keeps your customer list and delivery schedule, makes receipts and invoices for homes and commercial accounts, and drafts posts for your page.
Email & adminDrafts for your approval0 bookmarks on XShared 20 Oct 2026
One-job remodel desk for residential contractors: BUY / receipts / subs / field checks, locked money rules (receipt wins), draft-only email, and weekday stand reports. Point it at your job folder and tracker, then fill…
SalesDrafts for your approval0 bookmarks on XShared 16 Sep 2026
Keeps the household records you hand it, like prescription labels, school forms, pet papers, vehicle and storm records, and receipts. It reads every line back and saves only once you confirm, and it never emails, pays,…
Email & adminNot specified0 bookmarks on XShared 6 Oct 2026
Bookkeeping for small landlords. Matches rent deposits to each tenant, flags late or short rent, sorts expenses into Schedule E categories, files receipts, tracks lease and notice dates, and sends a monthly rent roll…
MoneyDrafts for your approval0 bookmarks on XShared 30 Sep 2026
Tracks medical-scheme invoices, claims, remittances, and doctor/pharmacy slips from Gmail (read-only) or pasted PDFs. Builds tax-ready medical expense summaries and family spend insights — facts only, not legal advice.
Health & fitnessReads and advisesGmail0 bookmarks on XShared 16 Sep 2026
A 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…
MoneyReads and advises0 bookmarks on XShared 26 Oct 2026
Check any claim against Trust Me Bro's public evidence receipts from trustmebro.to. Get a plain verdict, the key evidence and a link to the receipt.
Research & newsNot specified0 bookmarks on XShared 22 Oct 2026
Vera 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…
MoneyNot specified0 bookmarks on XShared 15 Oct 2026
Files 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.
MoneyNot specifiedDropbox
A CA-style finance and tax assistant for individuals, families, and small businesses. It works out tax, bookkeeping, GST/VAT, compliance, budgets, and loans, and shows every calculation.
MoneyNot specified