{
  "dataset_version": "0.1.0",
  "dataset_last_reviewed": "2026-10-11",
  "license_note": "Draft dataset, private preview. Prices are vendor list prices on the check date and change often; confirm before relying on them. Null = not yet tested or not yet known.",
  "entries": [
    {
      "id": "bookkeeping-grok-bot",
      "title": "Replace a $154/month bookkeeper with Grok Bot (plus a QuickBooks downgrade)",
      "summary": "Jason Reed's owner-documented case study: canceled a human bookkeeper at $154/month in September 2026; Grok Bot now categorizes and reconciles in QuickBooks Online via bank feeds Jason connects. Second saving: downgraded QBO ~$150 → ~$85/month (Jason-reported) after his accountant said class tracking was unnecessary. CPA still reviews reports. Gross ~$219/month (~$2,628/year) owner-reported before attributable AI cost. Page remains draft until Jason reviews.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business"
      ],
      "expense_category": "Bookkeeping & accounting",
      "replaces": {
        "name": "Human bookkeeper",
        "plan": null,
        "list_price_monthly_usd": 154,
        "price_basis": "Owner-reported amount Jason Reed paid a human bookkeeper ($154/month, $1,848/year); canceled September 2026. Not a public list price. Second owner-reported saving (not in this field): QBO downgrade ~$150 → ~$85/month ≈ $65/month ≈ $780/year; Intuit list prices checked 2026-10-11 on https://quickbooks.intuit.com/pricing/ were Plus $140/mo and Essentials $85/mo (Jason's ~$150 is ~$10 above Plus list; his numbers are not overwritten). Directory potential_gross stays $154×12 per schema.",
        "source_url": null,
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [
        "Grok Bot",
        "QuickBooks Online"
      ],
      "planned_level": "Intermediate",
      "setup_time_hours": 0.25,
      "ai_cost_monthly_usd": 100,
      "ai_cost_note": "Owner-reported 2026-10-12: Grok Bot plan is $100/month. Conservative: the full $100 is attributed to bookkeeping even though the plan also does other work for Jason. QBO continues at ~$85/month (Jason-reported) after downgrade; that is already netted inside the ~$65/mo QBO saving.",
      "potential_gross_annual_usd": 1848,
      "est_net_annual_usd": 1428,
      "human_oversight": "High",
      "verification_status": "Case study (owner-documented)",
      "guide_access": "Free",
      "project_slug": "replace-bookkeeping-service-with-grok-bot",
      "last_verified": "2026-10-11",
      "last_reviewed": "2026-10-11",
      "case_study_in_progress": true,
      "test_results": null,
      "notes": "Owner-documented 2026-10-11/12. Setup ~15 minutes (owner-reported). Gross ~$219/mo (bookkeeper $154 + QBO downgrade ~$65) = ~$2,628/yr; net = $219 - $100 Grok Bot (full plan attributed, conservative) = ~$119/mo = ~$1,428/yr. potential_gross_annual_usd stays $1,848 (bookkeeper only) per schema rule; est_net uses combined owner-reported gross. Net excludes oversight time (not yet measured). Still open: monthly oversight minutes; QBO invoice confirming plan amounts; accuracy checks; sales tax/payroll; errors caught; publish restrictions; relationship disclosure. Page remains draft."
    },
    {
      "id": "receipt-expense-tracking",
      "title": "Receipt and expense tracking with an AI assistant",
      "summary": "Capture receipts, extract vendor/date/amount/category, and keep a reviewable expense log instead of paying for a dedicated expense app.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business",
        "Personal"
      ],
      "expense_category": "Receipts & expenses",
      "replaces": {
        "name": "Expensify",
        "plan": "Collect",
        "list_price_monthly_usd": 5,
        "price_basis": "Vendor-announced flat price of $5 per member per month, no annual commitment, for workspaces created on or after April 1, 2025 (Expensify blog, May 8, 2025). Expensify's pricing page did not render for our fetcher, so the price came from the vendor's own announcement.",
        "source_url": "https://use.expensify.com/blog/collect-plan-pricing-update",
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [
        "Grok Bot"
      ],
      "planned_level": "Beginner",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Not yet tested.",
      "potential_gross_annual_usd": 60,
      "est_net_annual_usd": null,
      "human_oversight": "Medium",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": "ai-receipt-expense-tracking",
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "Per-member price: savings scale with team size. Tax treatment of AI-extracted data needs human review."
    },
    {
      "id": "client-follow-up-assistant",
      "title": "Client follow-up assistant",
      "summary": "Draft follow-ups for leads and clients on a schedule, with a human approving every message before it is sent.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business"
      ],
      "expense_category": "Client follow-up / CRM",
      "replaces": {
        "name": "Pipedrive",
        "plan": "Growth (the tier with automated follow-up sequences)",
        "list_price_monthly_usd": 39,
        "price_basis": "US$39 per seat per month billed annually (US$468/seat/year). Monthly billing costs more. Lite (US$14/seat/month, billed annually) lacks automation sequences.",
        "source_url": "https://www.pipedrive.com/en/pricing",
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [
        "Grok Bot"
      ],
      "planned_level": "Intermediate",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Not yet tested.",
      "potential_gross_annual_usd": 468,
      "est_net_annual_usd": null,
      "human_oversight": "High",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": "ai-client-follow-up-assistant",
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "A CRM does far more than follow-ups; this only replaces the follow-up part. Outbound messages require human approval (policy)."
    },
    {
      "id": "invoices-approved-reminders",
      "title": "Invoices and approved payment reminders",
      "summary": "Generate invoices from a simple log and draft polite payment reminders that you approve before they go out.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business"
      ],
      "expense_category": "Invoicing & payments",
      "replaces": {
        "name": "FreshBooks",
        "plan": "Lite",
        "list_price_monthly_usd": 23,
        "price_basis": "Regular price US$23/month (shown as 'Was $23.00'); a promotional $1/month first-year offer was running on the check date. Payment processing fees are separate and do not go away.",
        "source_url": "https://www.freshbooks.com/pricing",
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [
        "Grok Bot"
      ],
      "planned_level": "Beginner",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Not yet tested.",
      "potential_gross_annual_usd": 276,
      "est_net_annual_usd": null,
      "human_oversight": "High",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": "ai-invoices-and-payment-reminders",
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "You still need a way to accept payments. Reminders are only sent after human approval (policy)."
    },
    {
      "id": "social-media-planning",
      "title": "Social media planning and drafting",
      "summary": "Plan a content calendar and draft posts with AI, then publish manually or with a free scheduler.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business"
      ],
      "expense_category": "Social media",
      "replaces": {
        "name": "Buffer",
        "plan": "Essentials (1 channel)",
        "list_price_monthly_usd": 5,
        "price_basis": "US$5/month per channel, billed yearly (US$60/year). Priced per channel, so cost scales with channels; Buffer also has a free plan.",
        "source_url": "https://buffer.com/pricing",
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [
        "Grok Bot"
      ],
      "planned_level": "Beginner",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Not yet tested.",
      "potential_gross_annual_usd": 60,
      "est_net_annual_usd": null,
      "human_oversight": "Medium",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": "ai-social-media-planning",
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "Small savings per channel; value is mostly time. Posts are reviewed by a human before publishing (policy)."
    },
    {
      "id": "recurring-research-reports",
      "title": "Recurring research and monitoring reports",
      "summary": "A scheduled AI digest that monitors topics, competitors or prices and sends a sourced summary.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business",
        "Personal"
      ],
      "expense_category": "Research & monitoring",
      "replaces": {
        "name": "Feedly",
        "plan": "Pro",
        "list_price_monthly_usd": null,
        "price_basis": "Not verified: Feedly's pricing page did not load for our fetcher and third-party reports disagree. Left null until checked on the vendor page.",
        "source_url": null,
        "price_checked": null
      },
      "ai_platforms": [
        "Grok Bot"
      ],
      "planned_level": "Beginner",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Not yet tested.",
      "potential_gross_annual_usd": null,
      "est_net_annual_usd": null,
      "human_oversight": "Low",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": null,
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "Guide planned. Summaries must link to sources so readers can check them."
    },
    {
      "id": "cheaper-travel-bookings",
      "title": "AI agents for cheaper travel bookings (comparison)",
      "summary": "Compare AI travel agents and fare-search assistants on whether they actually find cheaper itineraries than a manual search.",
      "offering": "Find it (agent comparison)",
      "audience": [
        "Personal",
        "Business"
      ],
      "expense_category": "Travel",
      "replaces": {
        "name": "Manual fare search / travel agent fees",
        "plan": null,
        "list_price_monthly_usd": null,
        "price_basis": "No single subscription is replaced; savings depend on each trip. Not estimated until tested.",
        "source_url": null,
        "price_checked": null
      },
      "ai_platforms": [],
      "planned_level": "Beginner",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Depends on the agent; not yet tested.",
      "potential_gross_annual_usd": null,
      "est_net_annual_usd": null,
      "human_oversight": "High",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": null,
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "Comparison planned. Agents must not complete purchases without human approval (policy)."
    },
    {
      "id": "subscription-cancellation-agents",
      "title": "Agents for subscription cancellation (comparison)",
      "summary": "Compare apps and AI agents that find and cancel unwanted subscriptions, and check what they really complete versus suggest.",
      "offering": "Find it (agent comparison)",
      "audience": [
        "Personal"
      ],
      "expense_category": "Subscriptions & bills",
      "replaces": {
        "name": "Forgotten or unwanted subscriptions",
        "plan": null,
        "list_price_monthly_usd": null,
        "price_basis": "Savings depend on each person's subscriptions. Reference point for one candidate agent: Rocket Money says Premium uses pay-what-you-think-is-fair pricing, typically US$7-14/month, subject to change (vendor page).",
        "source_url": "https://www.rocketmoney.com/learn/personal-finance/how-much-does-rocket-money-cost",
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [],
      "planned_level": "Beginner",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Varies by agent (see price basis); not yet tested.",
      "potential_gross_annual_usd": null,
      "est_net_annual_usd": null,
      "human_oversight": "High",
      "verification_status": "Researched (vendor claims)",
      "guide_access": "Free",
      "project_slug": null,
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "Only the vendor's own pricing claim has been recorded. Tests must use test accounts, not real bank logins (policy)."
    },
    {
      "id": "personal-scheduling-assistant",
      "title": "Personal scheduling assistant",
      "summary": "Let an AI assistant propose meeting times and manage booking requests instead of paying for a scheduling app.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business",
        "Personal"
      ],
      "expense_category": "Scheduling",
      "replaces": {
        "name": "Calendly",
        "plan": "Standard",
        "list_price_monthly_usd": 10,
        "price_basis": "US$10 per seat per month as shown with yearly billing on the check date; monthly billing costs more. Calendly also has a free plan (one event type).",
        "source_url": "https://calendly.com/pricing",
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [
        "Grok Bot"
      ],
      "planned_level": "Intermediate",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Not yet tested.",
      "potential_gross_annual_usd": 120,
      "est_net_annual_usd": null,
      "human_oversight": "Medium",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": null,
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "Guide planned. Calendar access is sensitive; use least-privilege permissions."
    },
    {
      "id": "meeting-notes-task-extraction",
      "title": "Meeting notes and task extraction",
      "summary": "Turn recordings or transcripts into notes and a reviewed task list instead of paying for a dedicated notetaker.",
      "offering": "Build it (replacement project)",
      "audience": [
        "Business"
      ],
      "expense_category": "Meetings & notes",
      "replaces": {
        "name": "Otter.ai",
        "plan": "Pro",
        "list_price_monthly_usd": 16.99,
        "price_basis": "US$16.99 per user per month on monthly billing; annual billing was advertised lower on the check date. Otter also has a free Basic plan.",
        "source_url": "https://otter.ai/pricing",
        "price_checked": "2026-10-11"
      },
      "ai_platforms": [
        "Grok Bot"
      ],
      "planned_level": "Beginner",
      "setup_time_hours": null,
      "ai_cost_monthly_usd": null,
      "ai_cost_note": "Not yet tested.",
      "potential_gross_annual_usd": 203.88,
      "est_net_annual_usd": null,
      "human_oversight": "Medium",
      "verification_status": "Not yet tested",
      "guide_access": "Free",
      "project_slug": null,
      "last_verified": null,
      "last_reviewed": "2026-10-11",
      "test_results": null,
      "notes": "Guide planned. Recording consent laws vary; get everyone's consent before recording."
    }
  ]
}