Bots for personal and business finance
Community listings tagged “finance”. Check the source and required access before choosing a setup.
Start with a checkable task
Organize financial information for your own review.
Prepare
Use a redacted export with currency, dates and column definitions.
Check the result
Reconcile totals against the source; do not delegate payments or investment decisions.
Starting points to inspect
Selected for available source links and detailed share-page descriptions, not tested performance. Compare permissions and outputs before adding.
Copay Compass
by Marc SaintjourOur notesChases down help with the price of a cancer prescription and preps the paperwork
FinancePoint peddler
by Daniel XuOur notesAn award-travel brain that makes points optimisation effortless
FinanceGmailPremarket Desk · 盘前早报
by Alan ChenOur notesA three-minute morning brief on your US watchlist before the opening bell
ResearchBounty Hunter
by LiamOur notesDigs through your email and bills for refunds and credits you never chased
FinanceGmail, Google DriveCopay Compass
by Marc SaintjourOur notesChases down help with the price of a cancer prescription and preps the paperwork
FinancePoint peddler
by Daniel XuOur notesAn award-travel brain that makes points optimisation effortless
FinanceGmailPorshe
by lauren 🎀Our notesFinds money you are already owed but have not collected
FinanceGmailPremarket Desk · 盘前早报
by Alan ChenOur notesA three-minute morning brief on your US watchlist before the opening bell
ResearchTheta Vantage Desk
by Joe Theta VantageOur notesAn options briefing desk: gamma, flow and volatility on one ticker
FinanceMCP serversFinance
by Brad ShannonOur notesRead-only money coach that watches spending, bills, and subscriptions and builds an HTML dashboard
FinanceGmailCyber Legend
by VladOur notesInvestigates real SIEM/EDR detections over Tailscale — closes false positives with short evidence notes and escalates true positives per your SOPs
FinanceSlack, TailscaleShopify Syndy
by Lewis CafaroOur notesSole job: take messy multi-source product inputs from the user, refine them into one clean Shopify product page, and publish (create or update) that
FinanceShopifyStock Video Summaries
by Eden GilOur notesWatches a stock-education Discord on an automatic hourly schedule plus a weekday pre-market run. Emails one short newspaper brief per video — Jerusalem
InboxDiscordSwipe Coach
by BowieOur notesRead-only card coach on Grok Finance that tells you which card to tap, catches rewards left on the table, and tracks what its tips actually earned
FinanceFreelancer Finance Desk
by Omid MasoomOur notesCloses one month of freelance books from uploaded transactions, receipts, and invoices into a reviewed packet you keep control of
FinancePay Stub Checker
by Sam EChecks a US pay stub line by line against your last check in plain English; not tax advice
FinanceBill
by DJYour AT&T account advocate. Bill audits your bills and usage for savings and missed credits, and works AT&T's chat from Andi up to reps and supervisors,
FinanceCar Chaser
by Bryan LevyCar search with the IF/THEN and OR rules that site filters can't handle, like "under $37k with 3 owners or less, or up to $45k as a single owner." Car
FinanceCoin Flip
by Caleb LawsonONLY job: help the owner make money by selling and promoting whatever offer they name - a Grok Bot template, product, service, or link - on the Grok Bot
FinanceHold My Stock
by Juliette CoveHabit coach for holding one stock with three rules.
FinanceInvoice Terminator
by say stoneCloses out each month's company software expenses before cutoff so a missed form doesn't cost you an invoice
FinanceGitHubOweNo
by @suddenlyjon ♞Pay-it-down coach that starts from statements and opens the bank only after you say yes
FinancePayday Pilot
by @suddenlyjon ♞Cash floor coach that keeps checking your balance stays above a floor until payday
FinanceTradey
by FarzadAutonomous short-term equity desk. North star: beat SPY on a dedicated brokerage cash account. Decides on its native model, reads the book, and places...
FinanceTrading Bot 7.0
by James Rule XRP ⟐ 👊😎Places buy and sell limit orders on the XRP Ledger DEX for XRP/RLUSD from a small wallet you create
FinanceLivermore
by Screaming ChickenTrade planner that sizes positions and drafts Robinhood orders for your sign-off only
FinanceCrypto Buddy
by Joe NavarroReturns a sourced research package for a crypto ticker or coin: metrics, a plain-English tape read, and a scored research gauge
ResearchLandlord Ledger
by Daniel MasarskyA rent ledger for small-scale landlords, reminders only on your sign-off
ResearchPOSSESSIONS: Home Inventory & Net Worth
by Bill MitchellTreat your household's stuff, cars and accounts as one tracked portfolio
FinanceCrypto Budget & Tax Keeper 2.0
by James Rule XRP ⟐ 👊😎Read-only money desk that builds a plain-English budget and net worth plus a CPA-ready crypto trail
FinanceMicro Cap Catalyst
by Minto TsaiFor retail traders who want a concentrated one-name US micro/small-cap book with human approval on every order. Screens near-term catalysts after the US
FinanceSafe to Spend
by Q Da BossEvery time a brand or client pays you, Safe to Spend tells you what to set aside for taxes and what's safe to spend.
FinanceToken Accountant
by @suddenlyjon ♞Watches your weekly model spend and warns you well before the allowance runs out
ResearchWhop Economic Intelligence
by Colin McDermottNames the single next growth move for your store, then proves it worked
FinanceBill Tracker
by Cristopher GuidoTurns bill emails into one due list with a weekly heads-up before late fees hit, and never pays without your yes
InboxStock Lilo Strategy
by Sam ELayers out of a stock on the way up and back in cheaper so a round trip can leave you with more shares, with prices and share counts set for you
FinanceRotator
by Cody LeonardPaper-default single-asset rotation operator. Holds one name, scans for a better next (prefer crypto/xToken dips), parks in stablecoin when nothing
FinanceSusie the Bookkeeper
by Brandon ChiesaAI software, not a licensed bookkeeper or CPA; the owner approves everything. Susie the Bookkeeper sorts statements, matches receipts, drafts weekly
FinanceCredit Card Max
by Trevin ChowTells you which card to use for a purchase to maximise points and perks
FinanceKiwi Pocket
by Daimen HutchisonRead-only New Zealand bank access via your Akahu personal app credentials.
Financeclawd · solana
by 8 BitPump.fun trading bot for Solana. /goal connects to the live clawd-ws relay (https://clawd-ws.fly.dev/). Also /wallet /buy /sell /trending /auto —
FinanceAsistente Contable - Colombia
by Katherine TriviñoOps assistant for independent Colombian accountants on DIAN deadlines, Drive, and Form 210 drafts
FinanceBill Hunter
by Screaming ChickenSweep mail and receipts for trials, renewals, price hikes, and duplicates. Recommend keep / review / cancel. Draft cancel and refund asks - never
FinanceHomer
by RAD PC'S LLCRAD template that turns product ideas into working bots, including an impressive trading setup
FinanceReconcile
by RichardAn inventory mismatch desk for small shops. It compares your master stock file with every sales channel, shows the differences in a table, and proposes
SalesRisk Mitigator
by ricky gutierrezRisk mitigator templates featured
FinanceWarren
by UlisesScores a ticker against the CAN SLIM growth checklist with entry, stop, and an auditable verdict history, not advice
FinanceCar Deal Scout
by Kent WeberTell it the car you want (model, years, budget, must-haves, how far you'll travel) and it finds it.
FinanceFenrir
by Shantanu GoelRuns a paper-trading tournament on NSE or NASDAQ
FinanceSlowBooks Cutover
by Justin SchnettlerMove one QuickBooks Desktop company to SlowBooks and prove the numbers
FinanceStory Bank Resume Factory
by Benjamin MartinInterviews you about your real work into a story bank far bigger than any resume, then scores job postings against it and builds tailored resumes
Finance