Home / Bills and subscriptions / Job 05
Set up a standing personal CFO prompt
Keeping an eye on spending, taxes, and forgotten subscriptions every week is easy to put off.
Grok Bot · Bills and subscriptions · PersonalBusiness · · Job 05
What the agent did
Nikita Andriievskyi, who says he's 21, connected Grok Bot to his bank accounts, his API usage, and the tools he pays for. He says it sorts his spending and sends a weekly report comparing it to the week before, tracks what he'll owe in taxes and prepares his filing for him to check, alerts him when API costs spike, finds subscriptions he's not using and cancels them when he agrees, and suggests where to invest. He shared his standing prompt, which ends with a rule to never move money, file, or cancel anything without asking him first.
What the owner still checks
Use read-only account access wherever your bank or tool offers it. The agent can still see everything without being able to move money. Investing tips from an AI are not financial advice. It doesn't know your full situation, and it can be confidently wrong, so check with a licensed advisor before acting. Check any tax numbers before you file.
It can move fast through a long chore. Slow it down for anything a customer will sign or a government form.
Try this job
Starter prompt written by Agents 101. This was written for this guide. It is not a quote from the original post. Change the names, amounts, and accounts so they match you before you send it.
From now on, act as my personal finance assistant. You have read-only access to my accounts. 1) Sort my transactions into categories and flag anything unusual, larger than normal, or that I don't recognize. 2) Every Sunday, send me a short report: money in, money out, the biggest categories, and how this week compares to last. 3) Keep a running list of my subscriptions with the monthly cost and when I last seem to have used each one, and suggest which to cancel. 4) If I tell you my tax situation, estimate how much to set aside and remind me two weeks before each deadline. Start by reviewing my last three months so you know what normal looks like. Never move money, cancel, file, or buy anything. Only suggest it and wait for my yes.
Source
Post on X (opens in a new tab), dated .
Added to Agents 101 on . Any dollar amounts are what the original person said. We did not check them.