Setup sharedBot TeamBusiness admin & finance
Audit spending against cards you already have
What to prepare
Review the shared team setup below to see which Bots it uses.
How to start
Start with this: Use Captain as the only Bot that talks to you.
Shared setup
- 01
Use Captain as the only Bot that talks to you.
- 02
Use read-only Plaid data and never show account numbers.
- 03
Use only the official Chase and Amex pages for current benefits.
- 04
Run monthly and return one list of mismatched spending and unused benefits.
- 05
Never post or apply for a new card without approval.
Bot handoff
- CaptainCombines the spending and benefits findings into one monthly recap.
- SpendyReads the posted transactions through Plaid.
- ResearchyChecks current card benefits on the official pages.