Add it to your AI

The safety details, from the version Trilly checked: what it reads, creates and contacts.

The internet

• By itself: it contacts no websites.
• Through apps you connect: see "Apps you've connected" below.

Runs code

No

Files

Reads files you give it, and creates or changes files

Tools in your AI app

None (no email, calendar or web tools)

Apps you've connected

Only if you've connected them to your AI app. It works without them too.

• Accounting (for example Xero or QuickBooks): Read this business's bank balances, aged receivables and payables, bills, paid invoices and tax owed, instead of exporting them. Reads: Bank balances, aged receivables and payables, bills, invoices paid in recent months and tax owed, for this business only Doesn't create or change anything. Without it: You export the reports or pastes the figures.
• Spreadsheets (for example Excel or Google Sheets): Read last week's forecast workbook, and create the new forecast sheet. Reads: The forecast workbook you name Creates: Google Sheets, where the AI app can edit sheets: one new forecast sheet, only after a yes. For Excel, the workbook comes as an .xlsx file to keep. Asks you before it creates or changes anything. Without it: The forecast comes as an .xlsx file if the app can make files, or a copy-ready table in the chat.

Where your information goes

• Bank balances, customers and suppliers with amounts owed, payroll totals and tax owed: Stays in the chat, and in your own workbook or sheet after a yes. Only this business's figures are read; customers appear by name and amount only. No bank logins or account numbers are asked for.
• The payment plan request and call notes: Written in the chat for you to send or use with their tax office It holds the amount, period, returns filed and proposed instalments, nothing more.

Your accounts

Takes actions in your accounts. It must ask you before each change.

Risk area

Money