Claude for small business
Run and grow your business
Claude helps you run and grow your business with ready-to-run workflows you sign off on, so you can take on more. Close the books, answer every lead, and get proposals out the door.
“We got about $180,000 back in shipping overcharges. There's just no way a person could have done that analysis, even if they were dedicated full time to it.”
“Cowork has completely changed my business. It's saving me over 21 hours a week. It has turned Claude into an employee and an executive assistant to help me get more done and build a better business.”
“What used to take me 120 hours now takes me five minutes with Claude Code, and I'm able to really scale.”
“I've never coded anything in my life. Our design team is more efficient, our buying is better, and the customer is a lot more likely to get what they ordered.”
“Dashboards that would take weeks or months, we can now build in a day or two. It's allowed me to become the CFO of a growing company and keep pace with it.”
“At Chief of Minds, we treat our partners' time as the most valuable thing they have. Claude helps us protect it. What used to take our team two days… we now turn around in hours, with the same quality our partners expect. That's not replacing people, it's freeing them to do the work only they can do.”
Runs your business
Claude closes the books, forecasts cash, prepares payroll, creates reports, and has your Monday brief waiting before you ask. You make the calls and sign off.
Follows through
Set tasks up once and they run on your schedule: follow-ups, overdue invoices, reorders. Claude keeps track so you don't have to.
Grows your business
Every lead gets an answer and proposal, even at 9pm. Campaigns get planned, made, and measured. The marketing you know you should be doing, done.
Works with your tools
Connect Intuit QuickBooks, HubSpot, Shopify, Stripe, Gusto, Canva and 25 more. Not connected yet? Workflows also run from a spreadsheet or forwarded email.
Get a handle on Monday
Get a brief highlighting your cash, weekend sales, the week ahead, and the one thing that needs your attention today in Slack at 6:30 every Monday, without you asking.
Close the books
Claude can check your books against Stripe and Shopify, flag anything odd, and explain the month in plain English, so you can share with your accountant.
Win the work
Send Claude a voice memo and photos from your site visit, get back a proposal in your format, priced from your last three deals and ready for signature once you approve.
Never lose a lead
Claude can work all hours, so a 9pm inquiry will get a reply with two real meeting times that land in your CRM before you wake up. Nothing sends until you say so.
Run your marketing
Keep your signups high. Claude can build a two-week posting calendar with product shots from your store complete with written captions, all for your approval.
Build what we didn’t ship
Run on a system Claude doesn't connect to yet? Tell Claude what the system is and what you need, and it builds the connection so your other workflows can use that data. Read-only to start; any changes wait for your approval.
Claude drafts and prepares. You decide what goes out. Payroll is set up for you to submit, bills wait for your approval before they're paid, and Claude doesn't file anything for you. The permissions you've set in each tool still apply.
Your data stays yours
By default, we don't train on your business data on Team and Enterprise plans. You own your inputs, outputs, and data.
Independently audited
Our security controls are audited to the SOC 2 Type II standard.
Encrypted everywhere
Your data is encrypted in transit and at rest.
You set the access
Claude only sees what the account you connect to can see.
Safe to use
Safeguards are built into the product and models to protect you from vulnerabilities to help keep your business and data safe.
Connect the tools
Link your CRM, accounting, email, and payments in one click each. Start with one and add the rest when you're ready.
Turn on the workflows once
Install the Small Business plugin and pick what Claude handles. Set when each one runs: every Monday, at month-end, or when a new lead comes in.
Approve what matters
Claude shows its plan before it acts. By default, nothing sends or pays without your OK, and Claude only sees what your accounts allow.
Works with the apps you already run on
Don't see yours? Every workflow also runs from a spreadsheet or a forwarded email, and Claude can connect more tools as you go.
Access hands-on sessions in cities across the country. Can't make one? Join one of our partner-led webinars or take the free AI Fluency course.
Getting started
Once you set it up, it runs on the schedule you choose. Anything that sends or pays still waits for your approval.
No. Connectors are one click. The setup guide walks you through connecting your first tools and running your first workflow.
It still works. Every workflow runs from a spreadsheet, a PDF, or a forwarded email, and gets better as you connect tools.
Yes. Most owners using it run businesses under ten people, many solo.
Usually, yes. Tell Claude which tool and it will connect it, asking your approval for what it can read and change.
Pro for one person, Team for a business with more than one; both are month to month. See pricing.
Visit the resources section for support, review the small business tutorial, or file a ticket.
Privacy & security
Yes. Claude respects the permissions you've already set in each tool. If an employee can't see something in Gmail or Docusign today, they can't see it through Claude. You also see which tool Claude is touching before anything runs, and, by default you approve every action. Full details are in the Trust Center.
Only what the account you connect is allowed to see, and only when a workflow you've turned on needs it. Disconnect any time in Settings.
No. We don't train our models on your business data.
No. We don't sell your data or use what's in your tools to build products that compete with you.