Fit (start here)
- Expense reconciliation
- Receipt chase drafts
- Month-end checklist status digests
- Vendor invoice triage into a review queue
Do not give the bot
- Wire / payment authority
- Payroll changes
- Unsupervised vendor negotiation email
- Changing ERP records without dual control
How to evaluate a listing on Grokdir
Look for: policy attachment mentioned, “no send / no reimbursement edits,” and a single clear price (or Free). Prefer narrow bots over “does all of finance.”
Browse Finance bots & guides.