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EExcelQQuickBooks OnlineXXeroZZoho Books
1Connects to Excel
2Makes statement data ready for Excel
3You approve
What It Does
Makes statement data ready for Excel, QuickBooks, Xero, or Zoho Books, verifying that recorded payments reconcile with opening and closing amounts. Connect apps with a Grok Bot connector.
Who It’s For:Bookkeepers converting bank and card statement PDFs into accounting files.
What You Ask It
“Convert this bank statement PDF to Excel”
“Create a Xero import from this card statement”
“Check transactions against the statement balances”
What You Get Back
You get spreadsheets or accounting import files, with transaction totals checked against statement balances.
What It Connects To
Excel
QuickBooks Online
Xero
Zoho Books
EQ① From your apps→
② Works on your task→
③ You review
Free template · creator-made, not Swarm School · check its permissions before adding
Safety and permissionsAccess, approvals and your responsibility
Made and shared by a Grok Bot user, not by Swarm School. Read what it does, then check every permission it asks for.
Not made by Swarm School or xAI. We can’t make any guarantees about it. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.
How to use Grok Bot, step by step: install it, sign in, give your first Bot one clear job, connect apps safely, then turn what works into skills and routines.
Every Grok Bot connector we could confirm in xAI's and Cursor's docs, what each one can do, and how to connect apps without giving your Bots too much access.
What a Grok Bot template includes and leaves out, a five-point check before you click Add Bot, how to share your own (public vs. team), and how to move a Bot to a new account.
