It’s the first AI product built specifically for how small businesses actually operate, and it lines up exactly with the work our team does every day. Here’s what it is, why it matters, and what we’re doing with it.
What launched
Claude for Small Business is a toggle install that puts Claude directly inside the tools small business owners already use. QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, and Microsoft 365.
It ships with 15 ready-to-run workflows and 15 skills covering finance, operations, sales, marketing, HR, and customer service.
A few examples of what it can do out of the box:
- Plan payroll with confidence. Pull your QuickBooks cash position, line it up against incoming PayPal settlements, and build a 30-day forecast.
- Close the month with fewer errors. Reconcile your books, flag mismatches, write a plain-English P&L, and export a close packet for your accountant.
- Run a full campaign. Spot a slow stretch in revenue, analyze HubSpot performance, draft the strategy, and generate the Canva assets ready to send.
- Chase invoices. Rank what’s overdue, draft the reminders, queue them up for you to approve.
You stay in control. Every workflow is initiated by you, and you approve before anything sends, posts, or pays.
Why this matters for our clients
The gap between what a small team can run and what a large enterprise can run just got a lot smaller.
Most of the businesses we work with are running lean. The work that piles up after hours, the month-end close, the invoice chasing, the campaign that keeps getting pushed, that’s exactly the work Claude for Small Business is built to take on.
For our clients, this is not a future state. We’re configuring connectors and workflows inside client accounts now, starting with the engagements where the impact is most immediate.
What we’re doing about it
We’re in the final stretch of joining the Claude Partner Program. That gives our team direct access to the tooling, training, and support to deliver Claude implementations end to end. More on what that unlocks for our clients in the coming weeks.
In the meantime, we’re already:
- Auditing client tech stacks against the available connectors
- Mapping the workflows that will move the needle fastest for each business
- Setting up Claude Cowork inside client environments with the right permissions and guardrails
- Training client teams on how to work alongside Claude day to day
How to actually install it
Setup is straightforward. Six steps:
- Open Claude Desktop
- Go to the Cowork section
- Open Customize
- Under Customize, go to Plugins
- Type “Claude for Small Business”
- Enable it and customize based on your needs
From there, you’ll connect the tools you already use (QuickBooks, HubSpot, PayPal, Canva, Docusign, Google Workspace, Microsoft 365) and pick the workflows that fit your business.
Need help customizing it or connecting it to your business? Ping us. We’re doing this with clients every day this week and can have you up and running quickly and make sure there’s governance around it.
If you want this in your business
If you’re an existing client, we will be in touch with a plan tailored to your setup.
If you’re not a client yet and want to see what this could look like for your business, get in touch. We’ll walk you through what’s possible inside your existing tools.
