媒体里展示了什么

Illustrative demo the author's bot generated of how it works; the accounting app shown is a mock (app.ledgerlite.example), not a screen recording of real books.

• 0:00-0:09A statement PDF (Card_Statement_Sept.pdf) is dropped into a Google Drive folder named 'drop items here' under 'Maple St Properties'. The bot replies: "New statement in Maple St Properties drop box. Reading 17 transactions..." then books it to the sheet 'Expense Books 2026' and moves the file to Processed.
• 0:10-0:24In Google Sheets the bot reports "15 expenses booked, split by property and category" and puts 1 item with no property (Hardware Barn, $58.42) on a Review tab. The user answers in plain words: "That's lawn care for 114 Maple St." and the bot files it as Landscaping for that property.
• 0:25-0:30It flags a duplicate charge (Home Supply Co $212.18 on 09/02 and 09/03) and skips it, then reconciles: statement total $4,714.64 matches, balance $0.00.
• 0:31-0:52It drives a web accounting app, filling the New expense form field by field (vendor, amount, date, category, property, LLC), posts 16 of 16, and ends: "Done - all expenses posted: 16 booked, 1 skipped (duplicate), statement reconciled."

怎么试

1. Make one Google Drive folder per LLC with a 'drop items here' subfolder and connect Google Drive and Google Sheets to Grok Bot.
2. Ask the bot to watch those folders, read each new statement into an expense sheet split by property and category, and put anything it can't place on a Review tab for you to answer in plain words.
3. Have it check for duplicates and reconcile against the statement total before it enters anything into your accounting software.