Bilbee

Bilbee is invoicing, expenses and tax for Australian sole traders. Connect it to Claude to ask about your own books, and to have drafts made for you to check.

Claude can read your invoices, quotes, clients, expenses, time, recurring invoices, credit notes and saved items, along with your dashboard, a BAS quarter's figures and your tax estimate for the year. Ask what's overdue, who owes you the most, what you spent on travel this quarter, or how much to put aside for tax.

Claude can also make drafts: invoice and quote drafts and changes to them, new clients (name, ABN and address), time entries, and expenses that wait in your review queue before they count towards your BAS.

Claude can't send anything to your clients, record payments, mark a BAS as lodged, change your settings or set a client's email address. Anything that reaches a client, moves money or goes to the ATO stays with you in Bilbee.

Tax figures are estimates, and worth checking with your accountant before you lodge.

Bilbee emails you whenever an app connects, and you can disconnect Claude at any time from your account page in Bilbee, under Security. Connecting needs a Bilbee account on the Pro plan.