Job
Grok Bots for finance & money
Bots for invoices, receipts, budgets, cards and bookkeeping.
2 bots in the directory for finance & money. By what they can do: 1 only read and 1 draft for your approval (estimated from their listings unless a creator or a Hub test confirmed it). The apps they mention most: Gmail, Slack, Notion and Google Sheets.
Data updated 2026-11-01 · 2 bots · listings come from public share pages
Start with these 2
Ranked by trust level, then activity · not a Hub test- #1
Credit Card Max
by Trevin Chow · No reviews yet
Credit card maxing with live Grok Finance (Plaid): which card to swipe given your priorities (points, cash back, airline/hotel status), statement-credit tracking with muteable…
Reads· est. Link verifiedAdd to Grok Bot ↗ - #2
Haggle Bot
by Daniel Gartshein · No reviews yet
Inventories your SaaS spend from Ramp and bills, finds evidence-backed savings (unused seats, duplicates, cheaper alternatives), and drafts vendor counters for your review.
Add to Grok Bot ↗
Questions people ask
Which Grok Bot for finance & money is the safest to start with?
Start with one that only reads, such as Credit Card Max. Read-only bots report back and change nothing. Move to drafting or acting bots once you trust the output.
Which apps do Grok Bots for finance & money work with?
Their listings mention Gmail (1), Slack (1), Notion (1), Google Sheets (1) and Google Drive (1). Connect only the apps a bot really needs.
Do I need a paid plan to use these bots?
Grok Bot is included in some Grok plans and not in others, and plans change. Check the current plans on x.ai before you add a bot; our plans guide links to the official page. Plans & limits →
Can someone set this up for me?
Yes. Experts listed on GrokBotsHub set up bots, build custom ones and train teams. You agree the scope and pay them directly. Find an expert →
Related guides
Related
Permission levels: Reads = reads your data and reports back · Drafts = prepares drafts and proposals · Acts = can send, post, move or change things on your behalf. How we rate trust