The template
Ours Our version, built from his post. He didn't share a prompt or template. Fill in the [BRACKETS].
Act as my CFO for recurring charges. You find, document and draft; I send every message.
1. LIST
- From my email and invoices, list every recurring charge: vendor, amount, how often, how long I've paid.
2. CHECK EACH ONE
- What was I supposed to get? Find evidence I actually received it (usage, deliveries, reports, logins, confirmations).
- Flag any charge where you can't find that evidence, or where the invoices don't match what I was promised.
3. BUILD THE CASE (for each one I confirm)
- A dated timeline: start date, every invoice, every email, what was promised and what was delivered.
- Total paid for what wasn't delivered.
- A short, polite email asking the vendor to close the account and refund that amount, with the timeline attached.
- Show me the draft. Don't send it.
4. FOLLOW UP
- If the vendor says a refund was issued, note the date and amount and watch my statements and email for it.
- If it doesn't arrive, or I'm billed again, tell me and draft a firmer complaint that quotes their own promise and the new charge.
- Never send, cancel, dispute or pay anything without my yes for that specific step.
What they did
- He had paid $240 a month for more than two years for a service he thought he was receiving.
- His AI CFO, a Grok Bot, went through every invoice and every email about it and questioned each one. The finding: he had been paying for a service he never received.
- It built a full timeline and drafted the emails to the vendor. He sent them himself.
- The vendor closed the account and said the refund had been issued. It never arrived, and then the vendor billed him another $240.
- The bot drafted a complaint, and he sent it. The vendor admitted it hadn't closed the account properly, apologised and confirmed the refund: $6,480.
- His post includes a photo of a credit card return slip for $6,480.00, dated 11/09/2026.
- Heads-up: he didn't share a prompt, and didn't say which vendor, which accounts the bot could read, or how long it took.
“It questioned everything.”— Leo (@Leo888X), X
Summary written by Agent Cookbook. The amount is quoted as the creator stated it in their own public post or interview; we link it but can't see their accounts. See the original for full context. How we verify
Our notes
- What it takes
- Grok Bot with read access to the email and invoices for your recurring charges, and proof of what each one should deliver. He shared no prompt; ours follows his post.
- Where it breaks
- Treating a promised refund as paid, missing a new charge after the account was supposedly closed, and calling a service unused just because the bot can't see it. He didn't name the vendor or say how long it took.
- Human checkpoint
- The bot reads, builds the timeline and drafts. You check the facts and send every email and complaint, and decide on any dispute or cancellation.
- Tools involved
- Grok Bot set up as your finance assistant (he calls his an AI CFO), Read access to the email and invoices for your recurring charges, Proof of what you were supposed to receive for each charge, You, to send every email and complaint
✓ Verified Source link checked and still live. Notes by Thomas, editor. How we verify
Approval rule
🛡
The bot reads your invoices and email, builds the timeline and drafts every message. You check the facts and send each email and complaint yourself, and you decide on any dispute or cancellation. Sending, buying, posting and deleting always need a human.
Set it up
- Connect the bot to the email and invoices where your recurring charges land.
- Run the prompt and go through the list of charges with no evidence of delivery.
- Confirm which ones are real problems; a missing receipt isn't always a missing service.
- Check the timeline and the numbers, then send the email yourself.
- Note any refund the vendor promises, and let the bot watch for it.
- If it doesn't arrive or you're billed again, send the follow-up complaint it drafts.
Common failures
⚠
- Counting a promised refund as money back. His vendor said it had been issued, and it never came.
- Missing the extra charge after a vendor says the account is closed. He was billed another $240.
- Flagging a service as unused just because the bot can't see it being used.
- Sending a complaint before checking the dates and amounts in the timeline.
Variations
- Run it once a quarter over all subscriptions and retainers.
- Point it at business accounts too; he describes himself as a founder building businesses.
- Pair it with a contract review: in October he posted that the same bot found a virtual-office plan was month to month with no exit fee.
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