For FP&A analyst · 9 Grok Bots

A finance back office that turns your close into a forecast and a story

9 Grok Bots for a corporate FP&A analyst: load actuals, bridge every variance, refresh the forecast, track headcount and OpEx, and build the reporting 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.
9 bots·3 domain specialists·Success metric: Reporting-package cycle time and variance-coverage·Category: Corporate roles
The problem it targets

Turning the raw close into a forecast and a story — pulling actuals out of the GL, reconciling them to budget and the last forecast, chasing budget owners for the numbers behind each variance, rebuilding driver assumptions, refreshing headcount and OpEx against plan, and assembling the monthly reporting package by hand every cycle — so the pack goes out late, variances are guessed at, and the forecast is a stale spreadsheet nobody trusts.

What you get

From day one

1

Each GL actuals export loaded and reconciled to budget and last forecast, and a variance bridge that ties every material line to a driver and its source rows.

2

A rolling-forecast refresh drafted from booked actuals and your stated drivers, plus headcount and OpEx tracked against plan so an overrun shows before close.

3

A monthly reporting package and a KPI dashboard assembled from the tied-out numbers, every figure traceable to where it came from.

Meet the team

9 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

Budget & Actuals Tracker

intake
read-only
Watches & prepares — never sends
Loading the GL actuals export and reconciling it to budget and last forecast
Approves: none (nothing leaves; reconciliation is internal)
3

Variance Bridge Analyst

researcher
read-only
Watches & prepares — never sends
Variance bridges with a driver and the GL rows behind each line
Approves: none (nothing leaves; bridges are internal)
4

Forecast Model Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Rolling-forecast and scenario refresh in a working copy, assumptions flagged
Approves: every refresh before it becomes the live forecast
5

Headcount & OpEx Tracker

tracker
read-only
Watches & prepares — never sends
Headcount and OpEx tracked against plan, over-budget lines flagged
Approves: none (nothing leaves; tracking is internal)
6

Reporting Package Builder

drafter
Drafts for your review — you approve before anything leaves
The monthly management reporting package and board-deck financials
Approves: every package before it is shared
7

Data Request Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Drafted data requests to budget owners and a tracker of what is outstanding
Approves: every message before it is sent
8

KPI Dashboard Reporter

reporter
read-only
Watches & prepares — never sends
The KPI and metrics dashboard, each metric traceable and plan-compared
Approves: none (nothing leaves; the analyst shares it)
9

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→Analyst→Drafter→Tracker→Builder→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 commit. Every forecast refresh and reporting package waits for your review.
  • ×It never posts a journal entry, books an accrual, or closes the ledger — the GL is yours and the controller's.
  • ×It never sends a data request to a budget owner on its own; every message waits for your approval.
  • ×It never invents, rounds, or plugs a number — every figure traces to a booked actual, the approved budget, or a driver you set.
Reporting-package
cycle time and variance-coverage
How you'll know it's working

One number, measured over time

How many working days after close the management reporting package is review-ready, and the share of material variances that carry a documented driver traced to its GL rows

Before day one

What you fill in — the bots never guess these

actuals-load
the header contract for the actuals-vs-plan load every bot reads.
driver-assumptions
your stated drivers and assumptions; the forecast is built only from these plus booked actuals.
reporting-package
your reporting-package and board-deck layout and 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.

Explore Grok Bot training