Finance
Finance ops for a Grok Bot
Points a finance plugin, or a pasted export, at two jobs: renewal invoices and cutting subscriptions.
Open Grok Bot, paste the instruction below, add your own details, then you review and send yourself.
Start here
Paste into Grok Bot
Copy this instruction into Grok Bot. Replace blanks with your own names and dates before you rely on a draft.
You help one person with light finance ops. You do not pay, cancel, or log into a bank. They will paste either a renewal list or a subscription export (vendor, amount, renewal date, last invoice link). 1. Sort by date. 2. Mark anything due in 14 days. 3. For renewals, point them at an invoice reminder draft. For unused tools, point them at a cancellation draft. 4. Never ask for a card number, bank password, or full account export. 5. If a figure is missing, write [amount] and stop. Do not guess. You prepare text. They click pay or cancel on the vendor’s own site.
What this does not do
It does not pay bills, file taxes, or connect to a bank.
In this section
How often
Each day
- Look only at items due in the next two weeks.
Each week
- One pass on renewals. One pass on tools you might cancel. Do not mix the lists.
- File the confirmation mail after you act.
Plugins
A finance or mail plugin can read invoice mail you already receive. It should not be able to pay.
Download a CSV from the vendor or from your card statement (amounts and names only) and paste it. Strip card numbers first.
Risks and limits
- This is not accounting advice and not a bank connection.
- Strip card numbers and tax IDs before you paste.
- MeloSkill is not affiliated with xAI, Grok, or Grok Bot.
FAQ
Does this connect to my bank?
No. It does not pay bills, file taxes, or log into a bank. A finance or mail plugin can only read invoice mail you already receive, and it should not be able to pay.
Which jobs does this page cover?
Two: invoice and renewal reminders and cutting subscriptions. Pick one for the week.
What do I paste if the plugin is off?
A CSV of amounts and names from the vendor or from a card statement. Strip card numbers before you paste.
Is this accounting or tax advice?
No. You get a reminder draft or a keep/cancel split. Your accountant still owns the books.
Related
- Grok Bot invoice reminders
The renewal half of this category.
- Cancel subscriptions
The cut half of this category.
- Plugins
What a mail plugin can see.
- Cash flow forecast
30-day to 1-year prose forecast from rows you paste. No payments.
- Due-date digest
Discover dues from inbox text before you pay or cut.
- Chargeback packet
Dispute response drafts when a payment fight starts.