Swarm School Original · Superbot

Finance & Books Superbot: AI Bookkeeping Help

Your month closed, invoices chased and payroll prepped, on the books you use.

  1. Get Free Bot
  2. Download Skills (.zip)

Then attach the zip in your bot’s chat and send “Install everything in this zip.”

See it step by step →

Skills are plain-text instructions, provided as-is; review them before use. By downloading or using this bot, you agree to our Terms.

Works With

It can use these tools if your account has them. It reaches each one through a connector, the tool’s own MCP (an add-on that gives a Bot new tools) or your browser.

  • QuickBooks
  • Xero
  • Google Sheets
  • Gmail
  • Outlook
  • Google Drive
  • Dropbox

Product names and logos are trademarks of their respective owners. Swarm School is not affiliated with or endorsed by them.

Tools and access paths
  • Apps: Gmail, Outlook, Google Sheets, Google Drive, Dropbox, OneDrive.
  • QuickBooks, Xero, Stripe, Mercury and Gusto connect directly. FreshBooks and Wave use your browser or exports.
  • Browser fallback: FreshBooks, Wave or Zoho Books (you sign in), Other banks: balances and transactions only, never pay screens, ADP or Paychex reports.

What It Does

Closes the month, chases invoices, flags fraud, watches cash and preps payroll on QuickBooks, Xero, FreshBooks, Wave or a sheet. Never pays or files. Connect apps with a Grok Bot connector.

  • Specialist

    Month-End Close

    Sorts transactions and checks them against the bank.

  • Specialist

    Fraud and Duplicate Checks

    Flags duplicate bills and changed bank details.

  • Specialist

    Cash and Runway

    How many months your cash lasts, with the math shown.

  • Everyday

    Invoice Reminders

    Polite reminder drafts for unpaid invoices.

  • Everyday

    Payroll Prep

    Hours and changes checked before you run payroll.

  1. ① From your apps
  2. ② Works on your task
  3. ③ You approve

Free · made by Swarm School · approve-first: it asks before it acts

How a Month Runs

  1. 1

    Reads your books, bank and invoices.

  2. 2

    Sorts transactions and flags odd ones.

  3. 3

    Checks the books against the bank.

  4. 4

    Prepares reports and drafts for your yes.

Approval Before Action

Nothing that writes, sends, spends or publishes happens without your yes. You’re responsible for its actions. Review permissions; never run unchecked.

  • Never pays or moves money
  • Never files anything
  • Changes on a numbered yes
  • Week one: read-only
All safety rules
  • Week one is read-only.
  • Never pays, transfers money or files anything.
  • Every change to your books and every email needs a numbered yes.
  • Never deletes records.
  • Never asks for passwords, one-time codes or full account numbers.
  • Not a tax, legal or financial adviser. Your accountant signs off.
Install Templates Safely → Bot-Use Terms →

Set Up and Try It

  1. 1

    Asks 3 setup questions about your tools, how you work, and what comes first.

  2. 2

    Sets up one tool at a time and checks each one with a small read-only call.

  3. 3

    Shows a plan you approve, then a first result on sample data.

Try a sample task

SAMPLE DATA: made-up QuickBooks exports for a small design studio. Review a transfer it caught, a duplicate bill and two invoice reminders before anything changes.

Skills inside
  • Getting started and weekly report: your tools first, then a short money report each week.
  • Month-end close and bookkeeping: sorted, checked books with open questions listed.
  • Invoices, bills and fraud checks: reminder drafts, duplicate bills and changed bank details.
  • Payroll prep and accountant pack: hours and changes checked, plus a tidy pack for your accountant.
Personal money

For personal bills, subscriptions and refunds, use Money Superbot. See the Money Superbot →

Explore Superbots →

Common Questions

Can I add these templates now?

Yes. All nine Superbots are free to add now. More are coming soon.

Does a Superbot act without your approval?

By default, no. It waits for your yes on anything that sends, posts, spends or imports. Once you trust it, you can choose to let it act on its own for the steps you approve.

Do I need every listed tool?

No. During setup, it checks which tools you have first. If a tool isn’t connected, it can use your browser or files instead.

Rather Have It Set Up For You? Build It For Me →

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