Money Agent Dashboard
One paste of the setup file has your AI agent build a bold, phone-friendly money page for your business: last month's net, fees, refunds and payouts, sales by day and by product, and how this week is going.
FinanceSmall businessGrok BotAny capable AI agent
What it builds
A dark, neon dashboard with five stat tiles for last month: net, net by brand or product line, processing fees, refunds and money paid out to your bank, each marked FINAL once your books close. Below them: sales by day on a scale that keeps small days visible, sales by product with counts, and a This week card that compares to last week. Every amount shows dollars and cents on one line, on a phone or a desktop.
What is in the setup file
The exact color palette, the full reference code for the page, the money rules (gross, fees, refunds and net kept separate, only paid charges count as sales, closed books win), the phone-first layout rules and a refresh routine your agent runs on your schedule.
Works best with
Grok Bot, Claude, ChatGPT or any capable AI agent that can read your payment processor or bookkeeping data and run a scheduled task. Pair it with a finance persona from our 160+ library, such as the agent called "Treasury" (CFO Advisor).
See an example
Guardrails
Read-only. It never pays, refunds, moves money, sends invoices or changes a price for you. It uses real numbers only, shows clearly labeled sample numbers until your data is connected, never shows full card or bank numbers, and keeps money in dollars and cents. Not financial, accounting, tax or security advice. Your dashboard shows only what your agent finds in your own data, so it can miss items or get them wrong. Numbers and trends are estimates, not promises. Check each number against your bank, payment processor or bookkeeper before you change, pay for or report anything.
This dashboard only works once your agent can read your money data. Connect your agent to where that data lives, such as Stripe (a restricted read-only key or your agent's Stripe connector), your bookkeeping app, or a CSV or spreadsheet export from your bank or payment processor. Read-only access is enough. The dashboard never moves money. Never paste passwords, API keys or full card or bank numbers into chat. Keep keys in your agent's secret storage or an environment variable, and expire the key if you stop using the dashboard. Your data stays between you, your agent and your provider. BotPlaybooks never receives it. Your use of Stripe, your bank and your AI agent is under their terms. If you'd rather not connect an account, you can upload an export instead. The download includes a step-by-step README for connecting Stripe read-only.
Buy this agent dashboard ($11.00) All Agent Dashboards
One-time purchase of $11.00. No recurring charge.
Your purchase includes a license to use and adapt this setup file for your own personal or internal business use. You may not resell, share publicly or repackage it. See the Terms, section 7.
Agent Dashboards are sold separately and aren't included in All-Access.
All sales final. No refunds on digital downloads. By purchasing you agree to the Terms and Disclaimer.