AI skills for bookkeeping and tax
Skills for invoicing, tax prep and reconciliations.
With the skill
Without the skill
With the skill
Without the skill
Skills for invoicing, tax prep and reconciliations.
All 9 skills for bookkeeping and tax
Worldwide skills first, then the newest. Updated 29 October 2026.
Staff Benefits Tax at Year End
Finds every staff benefit in your books, collects the declarations from staff, values each one and sets every due date.
Beats a well-prompted AI
A$199 a year
Payroll and Filing Calendar for Clients
Every client's pay runs, tax filings and payments in one dated calendar, with records chased and each filing logged.
Beats a well-prompted AI
A$49 a month
13-Week Cash Flow from Xero or QuickBooks
See your cash week by week for the next 13 weeks, get warned before tax, payroll and big bills hit, and plan a tax payment plan you can afford.
Beats a well-prompted AI
A$49 a month
Month-End Close Checklist and Variance Notes
Each client's month closed: only the receipts the rules need, chased on day 3 and day 7, the checklist done and variance notes in plain English.
Beats a well-prompted AI
A$79 a month
BAS Check for Employers (Australia)
Your Australian BAS checked before you lodge: W1 and W2 matched to payroll and STP, GST labels right, and every due date booked.
Beats a well-prompted AI
A$79 a year
Making Tax Digital for Income Tax (UK)
Know if and when Making Tax Digital applies to your UK self-employment or rental income, get set up, and send every quarterly update on time.
Beats a well-prompted AI
A$199 a year
Payday Super Check (Australia)
Every payday's super checked against Australia's 7 business day Payday Super deadline, with fixes for anything late and a payday register.
Beats a well-prompted AI
A$99 a year
BAS Check for Sole Traders in Xero (Australia)
Check your quarterly BAS in Xero against the ATO's GST rules before you lodge, with every change listed and the due date set.
Beats a well-prompted AI
A$129 a year
What you ask stays with you.
Skills run inside your own AI app. Trilly never sees what you asked or what your AI answered.
-
Link
Link Claude to Trilly, once. Any Claude plan can link, on the web or the desktop app. See the steps
What you need
- Any Claude plan: Free, Pro, Max, Team or Enterprise.
- On the Free plan you can add one custom connector, which is what Claude calls an app like Trilly.
- On Team and Enterprise plans members can't add one: an Owner adds Trilly in Organization settings, Connectors. Then you press Connect.
- Add it on claude.ai or in the desktop app. It's then in Claude on your phone too.
- We linked Claude to Trilly on 19 October 2026, on claude.ai with the Max plan. We haven't added a skill from a Claude chat yet.
- Can't link? Download skills and add them by hand
-
Add
Ask Claude for a skill, for example: "find a free skill on Trilly for my budget and add it".
Your first skill in Claude
- Back in a chat, ask Claude: "find a free skill on Trilly for my budget and add it". Or ask for a skill by the name on its Trilly page. Claude shows you what it's about to do. After that, ask as normal: when a request matches one of your skills, Claude gets the latest checked version from Trilly.
-
Ask
Ask as you normally would. Want it to use your email or calendar? Connect them in Claude first.
Connecting apps in Claude
- In Claude, open Customize, then Connectors. Pick the app, press Connect, and sign in on that app's own page. In a chat, press + and Connectors to switch one on or off. Keep anything that changes things on Needs approval.
- Checked 12 October 2026 on the app makers' own pages. Connected apps, explained
Jobs you can hand to your AI
- Do your Australian BAS
- Build business reports in Excel
- Close the financial year
- Pay Self Assessment tax
- Reconcile accounts
- Run payroll basics
25 more jobs have no skill yet. Tell us which you need: we use every request to decide which skills to make next.
Questions people ask
What's the best AI skill for bookkeeping and tax?
On Trilly, Year-End Close: Books, Accountant Pack and Deadlines by Trilly Originals is made for bookkeeping and tax. Your books checked, the before-year-end steps on a timeline, one complete pack for your accountant, and every filing tracked until it's done. None has enough use to rank yet.
Which AI apps do these skills work with?
Claude, ChatGPT and Gemini, plus coding apps such as Cursor and GitHub Copilot. Every skill's Add to my AI page offers a copy for each of them, with the steps for your app. The apps a skill was tested in are marked, and the rest say they're not tested in that app yet. If an app can't do part of a skill, that app's step says so.
Are skills for bookkeeping and tax free?
None of the 9 skills here is free yet. Each one shows its price before you add it.
