Collection

Bots for personal and business finance

Community listings tagged “finance”. Check the source and required access before choosing a setup.

283live Bots
Oct 20newest listing
How to choose

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.

Setup and evaluation guide ↗

Starting points to inspect

Selected for available source links and detailed share-page descriptions, not tested performance. Compare permissions and outputs before adding.

All listings · page 1 of 6

Showing 1–48 of 283 · best-described first · not test results

Bounty Hunter

by Liam
Our notes

Digs through your email and bills for refunds and credits you never chased

FinanceGmail, Google Drive

Copay Compass

by Marc Saintjour
Our notes

Chases down help with the price of a cancer prescription and preps the paperwork

Finance

Point peddler

by Daniel Xu
Our notes

An award-travel brain that makes points optimisation effortless

FinanceGmail

Porshe

by lauren 🎀
Our notes

Finds money you are already owed but have not collected

FinanceGmail

Premarket Desk · 盘前早报

by Alan Chen
Our notes

A three-minute morning brief on your US watchlist before the opening bell

Research

Theta Vantage Desk

by Joe Theta Vantage
Our notes

An options briefing desk: gamma, flow and volatility on one ticker

FinanceMCP servers

Finance

by Brad Shannon
Our notes

Read-only money coach that watches spending, bills, and subscriptions and builds an HTML dashboard

FinanceGmail

Cyber Legend

by Vlad
Our notes

Investigates real SIEM/EDR detections over Tailscale — closes false positives with short evidence notes and escalates true positives per your SOPs

FinanceSlack, Tailscale

Shopify Syndy

by Lewis Cafaro
Our notes

Sole job: take messy multi-source product inputs from the user, refine them into one clean Shopify product page, and publish (create or update) that

FinanceShopify

Stock Video Summaries

by Eden Gil
Our notes

Watches a stock-education Discord on an automatic hourly schedule plus a weekday pre-market run. Emails one short newspaper brief per video — Jerusalem

InboxDiscord

Swipe Coach

by Bowie
Our notes

Read-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

Finance

Freelancer Finance Desk

by Omid Masoom
Our notes

Closes one month of freelance books from uploaded transactions, receipts, and invoices into a reviewed packet you keep control of

Finance

Pay Stub Checker

by Sam E

Checks a US pay stub line by line against your last check in plain English; not tax advice

Finance

Bill

by DJ

Your 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,

Finance

Car Chaser

by Bryan Levy

Car 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

Finance

Coin Flip

by Caleb Lawson

ONLY 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

Finance

Hold My Stock

by Juliette Cove

Habit coach for holding one stock with three rules.

Finance

Invoice Terminator

by say stone

Closes out each month's company software expenses before cutoff so a missed form doesn't cost you an invoice

FinanceGitHub

OweNo

by @suddenlyjon ♞

Pay-it-down coach that starts from statements and opens the bank only after you say yes

Finance

Payday Pilot

by @suddenlyjon ♞

Cash floor coach that keeps checking your balance stays above a floor until payday

Finance

Tradey

by Farzad

Autonomous short-term equity desk. North star: beat SPY on a dedicated brokerage cash account. Decides on its native model, reads the book, and places...

Finance

Trading 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

Finance

Livermore

by Screaming Chicken

Trade planner that sizes positions and drafts Robinhood orders for your sign-off only

Finance

Crypto Buddy

by Joe Navarro

Returns a sourced research package for a crypto ticker or coin: metrics, a plain-English tape read, and a scored research gauge

Research

Landlord Ledger

by Daniel Masarsky

A rent ledger for small-scale landlords, reminders only on your sign-off

Research

POSSESSIONS: Home Inventory & Net Worth

by Bill Mitchell

Treat your household's stuff, cars and accounts as one tracked portfolio

Finance

Crypto 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

Finance

Micro Cap Catalyst

by Minto Tsai

For 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

Finance

Safe to Spend

by Q Da Boss

Every time a brand or client pays you, Safe to Spend tells you what to set aside for taxes and what's safe to spend.

Finance

Token Accountant

by @suddenlyjon ♞

Watches your weekly model spend and warns you well before the allowance runs out

Research

Whop Economic Intelligence

by Colin McDermott

Names the single next growth move for your store, then proves it worked

Finance

Bill Tracker

by Cristopher Guido

Turns bill emails into one due list with a weekly heads-up before late fees hit, and never pays without your yes

Inbox

Stock Lilo Strategy

by Sam E

Layers 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

Finance

Rotator

by Cody Leonard

Paper-default single-asset rotation operator. Holds one name, scans for a better next (prefer crypto/xToken dips), parks in stablecoin when nothing

Finance

Susie the Bookkeeper

by Brandon Chiesa

AI software, not a licensed bookkeeper or CPA; the owner approves everything. Susie the Bookkeeper sorts statements, matches receipts, drafts weekly

Finance

Credit Card Max

by Trevin Chow

Tells you which card to use for a purchase to maximise points and perks

Finance

Kiwi Pocket

by Daimen Hutchison

Read-only New Zealand bank access via your Akahu personal app credentials.

Finance

clawd · solana

by 8 Bit

Pump.fun trading bot for Solana. /goal connects to the live clawd-ws relay (https://clawd-ws.fly.dev/). Also /wallet /buy /sell /trending /auto —

Finance

Asistente Contable - Colombia

by Katherine Triviño

Ops assistant for independent Colombian accountants on DIAN deadlines, Drive, and Form 210 drafts

Finance

Bill Hunter

by Screaming Chicken

Sweep mail and receipts for trials, renewals, price hikes, and duplicates. Recommend keep / review / cancel. Draft cancel and refund asks - never

Finance

Homer

by RAD PC'S LLC

RAD template that turns product ideas into working bots, including an impressive trading setup

Finance

Reconcile

by Richard

An inventory mismatch desk for small shops. It compares your master stock file with every sales channel, shows the differences in a table, and proposes

Sales

Risk Mitigator

by ricky gutierrez

Risk mitigator templates featured

Finance

Warren

by Ulises

Scores a ticker against the CAN SLIM growth checklist with entry, stop, and an auditable verdict history, not advice

Finance

Car Deal Scout

by Kent Weber

Tell it the car you want (model, years, budget, must-haves, how far you'll travel) and it finds it.

Finance

Fenrir

by Shantanu Goel

Runs a paper-trading tournament on NSE or NASDAQ

Finance

SlowBooks Cutover

by Justin Schnettler

Move one QuickBooks Desktop company to SlowBooks and prove the numbers

Finance

Story Bank Resume Factory

by Benjamin Martin

Interviews 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