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usecases.sh
Money, Bills & Taxes

Teach a bookkeeping bot from a screen recording made for a human assistant

u/ISayAboot gave Grok Bot the 35-minute walkthrough video recorded to train a human executive assistant on categorising transactions for tax; the bot picked it up first time and now matches transactions in QuickBooks.

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Apps touched

What they did

In an r/GrokBot thread asking what people use agents for, u/ISayAboot listed more than thirty jobs, from Instacart orders and monthly payroll to inbox triage, a 4:30 am daily brief and a Sunday family briefing. The concrete one: they gave a bot the same 35-minute screen recording they had made for a real EA, walking through multiple accounts and showing how to categorise transactions for tax and match them, mistakes and dead ends included. The bot works in QuickBooks through a plugin that is currently read-only, and since Grok Bot's computers were updated it can log in, with the person stepping in for two-factor codes.

How it went

They say the bot understood the whole process from the video on the first pass, including the parts where they got stuck, and is now categorising and matching transactions well. No figures on time saved. Another commenter in the same thread could not get a bot past QuickBooks' login because it was detected as automation.

Worth knowing

A single comment with no screenshots, and the poster's long list of jobs is unverifiable. QuickBooks bot detection seems to vary between accounts. A different commenter runs a finance bot with read-only bank access that files receipts to Drive and hands business expenses to a second bot, which is a more cautious starting point than write access to the books.

Try it withGrok Bot

Watch this screen recording in which I teach a human assistant how to categorise transactions and match them in [QuickBooks]: [file or URL]. Write down the procedure you observed, including my rules for [categories, which accounts, receipts]. Then take [this month's] uncategorised transactions and, in read-only mode, give me a list of proposed categorisations and matches with a reason for each. Do not post or change anything in the books until I approve the list.

Square brackets are the parts to fill in. The prompt is ours; the story is theirs.

Run this with your own accounts

Connect QuickBooks once on One and any agent you run can use it, with the scopes you choose.

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Where they said it

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Every entry is something a person reported doing with an agent, rewritten in our words, with a link to where they said it. Found across the web every hour; reviewed before it ships.

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