For Bookkeeper · 8 Grok Bots

A bookkeeping back office that captures documents, reconciles books, and closes the month

8 Grok Bots for a bookkeeping practice: capture documents, categorize and reconcile, draft invoices, run the close, and build the financial package — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·2 domain specialists·Success metric: On-time close and collected-revenue rate·Category: Professional services
The problem it targets

Doing the books between client deadlines — chasing receipts and statements, coding transactions one by one to each client's chart of accounts, reconciling bank and card feeds that never quite match, drafting client invoices, and rebuilding the monthly financial package by hand — so the close runs late, uncategorized transactions pile up, and the practice's own invoices go out slow while month-end becomes a scramble.

What you get

From day one

1

Every receipt, bank statement, and client document captured into the right client's books log the moment it lands, in the source's own terms, with anything missing flagged before the close.

2

Each transaction coded to the client's own chart of accounts with the evidence shown, and every bank and card feed reconciled with a clean list of exceptions for you to resolve.

3

Client invoices drafted from the agreed rate, staged reminders for overdue accounts, a month-end close checklist per client, and a fully traceable monthly financial package for you to review and sign.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Books Intake

intake
read-only
Watches & prepares — never sends
Capturing every receipt/statement/document into the right client's books log; missing-doc flags
Approves: duplicate flag; escalating a missing document
3

Transaction Categorizer

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted category codes from the client's chart of accounts, with evidence
Approves: every posting to the ledger
4

Reconciliation Specialist

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted reconciliations and a clean list of unmatched items
Approves: every reconciliation before sign-off
5

Invoicing & AR

drafter
Drafts for your review — you approve before anything leaves
Drafted client invoices and staged overdue reminders
Approves: every send; any money movement
6

Close Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Per-client close checklist; drafted document requests; close schedule
Approves: every client message; the close date
7

Financials Reporter

reporter
read-only
Watches & prepares — never sends
Monthly financial package drafted, every figure traced to the ledger
Approves: your review and signature before it goes out
8

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Categorizer→Specialist→AR→Coordinator→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every invoice, reminder, request, and financial package waits for your approval and your signature.
  • ×It never posts to the live ledger, moves or collects money, or files anything with an agency, and it never frames a statement or tax figure as advice.
  • ×It uses only the client's own documents, chart of accounts, and lists the practice owns; it does not buy lists or contact anyone you have not chosen.
  • ×It never invents, rounds, or reclassifies a number without your sign-off.
On-time
close and collected-revenue rate
How you'll know it's working

One number, measured over time

Share of client books closed and reconciled within the target window each month, and share of the practice's own invoices sent and paid on time

Before day one

What you fill in — the bots never guess these

books-log
the header contract for the books log every bot reads and writes.
chart-of-accounts
each client's chart of accounts. Categories come only from here.
invoice-templates
your own invoice and reminder wording.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

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