Finance & moneyReviewed listing
CPA Bot
PurposeA 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.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- On a schedule
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Reads your linked bank accounts and credit card statements
- Turns them into clear financial reports on revenue, expenses, cash flow, daily spending
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:
- Open CPA Bot’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add CPA Bot in Bot.
- Start a chat with CPA Bot, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by @degen4lyfe_. Open it in Bot to start using it.