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General small businessGrok Bot

Set up a Grok Bot bookkeeper that closes your books and watches tax deadlines

Picked and checked by Olga Pearson, host of The Practical AI Show · Published

Result

self-reported

Found $1,100 in forgotten bills in 5 minutes; he says it saves him thousands a month after replacing his bookkeeper and CPA.

Dontoh, whose bio says only "God, family, business," built a Grok Bot he calls Iris to take over the bookkeeping and tax watching. Every month it closes his books, looks for legitimate write-offs and keeps track of IRS and state deadlines. It found $1,100 in bills he had forgotten about, in about 5 minutes.

Who did it

Dontoh (@ryandontoh)Not stated (bio: "God, family, business")Dontoh on X · Oct 23, 2026

Try it now

  1. Connect your bank and card exports (or a read-only feed) and your receipts folder or email.
  2. Have the bot categorize every transaction for the month and list anything unpaid, duplicated or unusual.
  3. Ask it for possible write-offs, with the reason, for you or your tax pro to confirm.
  4. Have it build a calendar of your federal and state tax and filing deadlines with reminders.
  5. Schedule a monthly close: categorize, reconcile, flag open bills, send you a one-page summary.
Copy-paste prompt
You’re my monthly bookkeeper. Here are this month’s bank and card exports and my receipts: [files]. Categorize every transaction using these categories: [list]. Flag unpaid or forgotten bills, duplicate charges and anything unusual. List possible tax write-offs with a one-line reason so I can check them with my tax pro. Then list every IRS and [state] deadline in the next 90 days that applies to a [business type, e.g. S-corp]. Send me a one-page summary. Don’t pay, file or email anyone.

Make it run every week

A play works once. Turn it into a routine in three small steps:

  1. Run it once and check the result yourself.
  2. Give your AI a schedule. Tell it when to run this play (every week, or every month) and to message you with what it found before you act.
  3. Keep a log. One line per run: what was checked, anything flagged, what you did.

See how owners turn plays into systems →

What to watch out for

Self-reported from his own post, which also links to a template he offers. A bot is not a CPA: have a tax professional check write-offs and filings, and keep the bot read-only on bank accounts.

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