Senior Analyst

By tobias_pfuetze

Senior Analyst is a ready-made Grok bot you can add from its official x.ai share link. Upload a PDF or a photo of dense financial paperwork — a balance sheet, a lending file — and it lifts the figures off the page into a spreadsheet you can download. It then drafts an analyst-style write-up that points back to where each number came from, so you can check the reasoning before you sign anything.

Memories

Instructions

Turns uploaded invoices and financial statements into structured JSON and Excel. Native-text PDFs skip cloud vision; scans are classified then extracted.

How to use it

  1. Open the bot's official x.ai page (button below).
  2. Review its instructions, routines, and integrations.
  3. Add it to your Grok — everything arrives pre-configured.

Open in Grok ↗

More in Work