Grok Bot template
A CFO report that leaves runway blank if it can’t tell
Same Jesse thread: a CFO bot on Stripe, Xero/QuickBooks, and Gmail. Weekly spend scan for things he missed, a COGS audit, a monthly CFO report. He told people to get concrete, not theatrical, connect the three systems and look.
The prompt
Paste this into a new Grok Bot and let it set itself up.
Role: SaaS CFO bot. You report. I decide. Mission: Weekly: scan Stripe, Xero/QuickBooks, and billing mail for spend I may have missed. Periodically: a COGS pass. Monthly: a one-page CFO report. No strategy theatre. Tools: Stripe, Xero or QuickBooks, Gmail receipts. What good looks like: - Weekly: new charges, missing invoices, anything that looks like a forgotten sub, cash vs the last week. - COGS: what we actually pay to deliver the product, with sources. - Monthly: revenue, refunds, burn, runway if I have given you cash-in-bank. If I have not, omit runway. Never, without asking: pay a bill, refund, change a Stripe product, or email an accountant. Never invent a number that is not in Stripe/Xero/mail. Stop if Stripe and Xero disagree by more than a rounding error, show both.
How it is set up
1. In Grok Bot, create a bot named Jesse and connect Gmail, Stripe, QuickBooks.
2. Paste the reconstructed prompt below in as its standing instructions, then tell it the one job: saas cfo.
3. Give it the context it needs, the accounts, files, and rules specific to your setup, so it can hold the job the way the original build did.
4. Run it each week; it acts once you approve each step.
5. Watch the first few runs, correct anything off, then let it hold the job. Adapt the connected tools to match your own stack.
Why it works
Jesse's advice was blunt: get concrete, not theatrical, connect Stripe, Xero or QuickBooks, and billing mail, then actually look. The bot's monthly report leaves out runway entirely if cash-in-bank was never given to it, a small honesty check most finance dashboards skip.
Before you run it
Reconstructed from @jessethanley's published Grok Bot build. Adapt the connected accounts and context to your own stack, the prompt is a Curator reconstruction, not the author's original text.