Inbox & adminReviewed listing

Money & Documents

PurposeA 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.

At a glance

Read from the bot’s description. Not tested.

Works with
No other services mentioned
Runs
When you ask
What it can touch
Drafts for your approval
Setup
None: start chatting

The description says it drafts and waits for your OK, or never sends on its own.

What it does

  • Tracks income, spending and what's left each month
  • Keeps a subscriptions registry
  • Archives receipts and documents

1What you’ll need

  • A Bot account, or the Bot app on your phone

From the bot’s share page, which lists no other requirements.

Avoid sharing passwords, keys or private personal data.

2Set it up

Summary from the bot’s share page:

  1. Open Money & Documents’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
  2. Add Money & Documents in Bot.
  3. Start a chat with Money & Documents, then review what it produces and check any factual claims.

The creator’s post on X may have more detail.

3Use it