For CFO · 8 Grok Bots

A finance back office that lands the close and makes the board deck tie out

8 Grok Bots for a CFO: track the close, watch cash and runway, draft every variance, build the board deck and the lender packet, and review controls — 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 traceable board reporting·Category: Corporate roles
The problem it targets

Turning raw ledger and bank data into a trustworthy monthly story — chasing the close checklist across a thin team, rebuilding the cash and runway view by hand, explaining every variance from scratch, assembling the board deck the night before, and re-keying the same numbers into the lender and investor packet — so the close slips, the cash picture is stale, variances go unexplained, and the board deck is a fire drill every month.

What you get

From day one

1

The month-end close tracked to its target day — every reconciliation, owner, and blocker named — and a cash-and-runway view rebuilt from the bank export so you always know the position.

2

A budget-versus-actual variance write-up drafted for the period, and a board deck drafted from the closed numbers with every figure cited to its close working paper.

3

An investor-and-lender reporting packet compiled from the close with covenants flagged, and a control-gap review note listing each gap and a proposed fix for you to decide.

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

Close Tracker

intake
read-only
Watches & prepares — never sends
The close checklist — tasks, owners, due dates, open reconciliations, blockers
Approves: none (nothing leaves; the CFO posts and closes)
3

Cash & Runway Monitor

tracker
read-only
Watches & prepares — never sends
Cash position and runway from the bank export and GL, with the bridge shown
Approves: none (nothing leaves; view is internal)
4

Variance Analyst-Drafter

researcher
specialist
Drafts for your review — you approve before anything leaves
Budget-versus-actual variance write-up with a proposed reason per driver
Approves: every driver the CFO must confirm before it is "explained"
5

Board Deck Drafter

drafter
Drafts for your review — you approve before anything leaves
Board finance section from the closed numbers, every figure cited
Approves: the deck before it goes to the board
6

Investor & Lender Reporter

reporter
read-only
Watches & prepares — never sends
Lender/investor packet compiled from the close, covenants flagged
Approves: none (nothing leaves; the CFO sends)
7

Controls Reviewer

coordinator
Drafts for your review — you approve before anything leaves
Control-gap review note on thresholds and segregation of duties
Approves: any control change; every note before it circulates
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
Tracker→Monitor→Analyst-Drafter→Drafter→Reporter→Reviewer
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, packet, and message waits for your approval.
  • ×It never posts a journal entry, closes the books, moves money, or files a return — those are yours.
  • ×It works only your own opted-in investor, lender, and board contacts. It does not buy lists or reach anyone you have not chosen.
  • ×It never puts a figure in front of the board that does not trace to the ledger, the bank export, or your approved model.
On-time
close and traceable board reporting
How you'll know it's working

One number, measured over time

Whether the monthly close lands by its target day with every account reconciled or flagged, and whether every number in the board and lender packet traces to the close with no last-minute rebuild

Before day one

What you fill in — the bots never guess these

close-checklist
the header contract for the close checklist every bot reads.
cash-position
the account and burn layout for the cash and runway view.
board-finance-section
your board deck's finance layout; figures come only from the close working papers.
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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