For Fractional CFO · 8 Grok Bots

A finance back office that keeps every client's cash clear and reviews on time

8 Grok Bots for a fractional CFO carrying several books: refresh each cash-flow model, draft the monthly review deck, track every engagement, prepare lender and investor packages, and report KPIs — 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·3 domain specialists·Success metric: On-time reviews and runway lead time·Category: Finance
The problem it targets

Carrying several clients' finances at once — rebuilding each cash-flow model and runway view by hand, assembling a monthly financial-review deck per client from raw actuals, tracking which close and deliverable is due for whom, preparing lender and investor packages from scratch, and answering owner KPI questions between reviews — so runway surprises slip through, decks go out late, and every fire drill starts from a blank sheet.

What you get

From day one

1

Every client engagement logged with its deliverable calendar, and a 13-week cash-flow and runway model refreshed from the latest reconciled bank and GL export — so a runway surprise never slips past.

2

A monthly financial-review deck drafted per client from the GL actuals with variances flagged, plus proposed review times with agendas and recaps ready for you to send.

3

A lender and investor package with a data-room index drafted from the actuals, and a per-client KPI and covenant dashboard with every number traceable to its source.

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

Client Engagement Organizer

intake
read-only
Watches & prepares — never sends
Logging engagements and their deliverable calendar; the portfolio view of what is due, in progress, or at risk
Approves: none (nothing leaves; the portfolio view is internal)
3

Cash Flow & Forecast Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
13-week cash-flow and runway models per client, assumptions named, from reconciled actuals
Approves: every assumption the CFO must confirm before the model informs a decision
4

Financial Review Deck Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Monthly financial-review decks per client from the GL actuals, variances flagged
Approves: every deck before it reaches the owner
5

Advisory Meeting Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed review times; drafted confirmations, agendas, and recaps
Approves: every message; every booking
6

Fundraising & Lender Package Drafter

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted lender/investor packages and data-room index, figures flagged
Approves: every send; any filing, signing, or money movement
7

KPI & Covenant Dashboard Reporter

reporter
read-only
Watches & prepares — never sends
Per-client KPI and covenant dashboards with every number traced to its rows
Approves: none (nothing leaves; the CFO decides)
8

Social & 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
Organizer→Drafter→Drafter→Coordinator→Drafter→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 deck, model, package, and message waits for your approval.
  • ×It never files a statement, signs a covenant, moves money, or releases a payment — those stay with you and the owner.
  • ×It works only from each client's own actuals and never mixes one engagement's numbers into another's.
  • ×It never invents, rounds, or smooths a figure to make a model or a deck close.
On-time
reviews and runway lead time
How you'll know it's working

One number, measured over time

Share of clients receiving their monthly financial-review deck on the agreed date, and how many weeks of warning the cash model gives before a runway or covenant breach

Before day one

What you fill in — the bots never guess these

engagements
the header contract for the engagement and deliverable tracker every bot reads.
cash-model
the assumption inputs and layout for the 13-week cash model. Figures come only from the client's reconciled actuals.
review-deck
your own wording and section order for the monthly financial-review deck.
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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