Trust center
Explore security with Claude: your data, your business, what Claude does with it.
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.”
Kirsten Maitland, Co-founder
“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.”
Pat Miller, Founder
“What used to take me 120 hours now takes me five minutes with Claude Code, and I'm able to really scale.”
Pedro Rubio, Founder and CEO
“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.”
Cameron Pappas, Owner
“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.”
Ashley Wells, CFO
“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.”
Lakeisha Robichaux, CEO and Founder
A big difference for small businesses
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.
See what Claude can do for your business
July 2026 close packet
Greenleaf Grounds · July 1–31, 2026 · Prepared Aug 3, 2026
Reconciliation
Shopify Payments: 31 payouts, $77,436.15 — matches QuickBooks to the cent.
Stripe: 9 settlements, $31,778.35 — matches QuickBooks to the cent.
Uncategorized transactions: 7 → 0, all coded.
Duplicates: 1 found, held (see below).
Flags for review
Duplicate vendor bill — held, not paid. Cascade Packaging bill #4471 ($1,842.00) was entered twice. The second copy is on hold in QuickBooks; nothing left the bank. Confirm and delete it.
Café labor over target. Labor ran 34.1% of café sales against a 30% target, about $1,700 over, mostly street-fair overtime and two new hires in training.
P&L summary
July brought in $112,400, up 6% from June, led by online orders and wholesale. After $47,900 of coffee and goods, $41,200 of payroll, and $14,800 of everything else, the business kept $8,500 — a 7.6% net margin.That is $1,100 better than June, mostly because green-coffee costs fell under the new supplier contract.
Cash forecast
Covers Aug 15 payroll with $22K headroom. $41.8K cash at close, plus $36.4K in settlements due by Aug 14, less $31.8K in rent, bills, and loan payment and $24.4K in payroll.
Books closed Day 3.
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.
Wholesale Supply Proposal
Meridian Roasting Co.
Prepared for Harbor Dental Group · September 1, 2026
Scope
Following our August 27 site visit, this proposal covers weekly wholesale coffee and break-room supply for all twelve Harbor Dental locations. Each break room is set up for drip service, and the quantities below are sized to roughly 40 cups per location per day.
Monthly pricing
- House Blend, whole bean — 96 five-lb bags at $38.00 — $3,648.00
- Decaf, whole bean — 24 five-lb bags at $41.00 — $984.00
- Assorted tea — 12 cases at $29.00 — $348.00
- Creamers, dairy and oat — 12 locations at $34.00 — $408.00
- Cups, lids and sleeves — 24 cases at $18.50 — $444.00
- Brewer service and filters — 12 locations at $25.00 — $300.00
- Weekly delivery, twelve locations — included
- Total monthly: $6,132.00
Pricing matched to your last three wholesale agreements in QuickBooks.
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.
> My roastery runs production on BeanTrack and Claude can't see it. Build me a connection so my Monday brief and month-end close can read roast batches and green-coffee inventory. Read-only for now, and I approve any write later.
› Checking for an existing connector for BeanTrack… none found
› Checking for a public API… none. Routing through Zapier
› Creating Zapier bridge: BeanTrack → Claude (triggers: batch completed, inventory updated)
✓ Scoped credentials stored (read-only)
✓ Approval gate: any write action requires owner confirmation
✓ Registered with router as "beantrack" · available to business-pulse, /close-month, inventory-planner
› Test pull: 14 batches this week · Harbor Blend green stock: 220 lb (11 days at current velocity)
✓ Done in 84s.
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.
You stay in charge
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.
How it works
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.
Join a free workshop in your city
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.
title
Location
Date
MA
Boston | Claude SMB Workshop
September 16, 2026
Boston
PA
Pittsburgh | Claude SMB Workshop
September 22, 2026
Pittsburgh
MI
Detroit | Claude SMB Workshop
September 29, 2026
Detroit
MN
Minneapolis | Claude SMB Workshop
October 1, 2026
Minneapolis
AZ
Phoenix | Claude SMB Workshop
October 8, 2026
Phoenix
TN
Memphis | Claude SMB Workshop
October 20, 2026
Memphis
GA
Savannah | Claude SMB Workshop
October 22, 2026
Savannah
AR
Bentonville | Claude SMB Workshop
November 4, 2026
Bentonville
FL
Tampa | Claude SMB Workshop
November 10, 2026
Tampa
NC
Raleigh | Claude SMB Workshop
November 12, 2026
Raleigh
title
Location
Date
V
Notion Webinar
September 25, 2026
Virtual
V
RingCentral Webinar
October 1, 2026
Virtual
V
Zoom Webinar
October 8, 2026
Virtual
V
Monday.com Webinar
October 12, 2026
Virtual
V
Expensify Webinar
October 13, 2026
Virtual
V
Apollo Webinar
October 15, 2026
Virtual
V
Hubspot Webinar
October 20, 2026
Virtual
V
Gusto Webinar
October 21, 2026
Virtual
V
Zapier Webinar
October 22, 2026
Virtual
V
Xero Webinar
October 27, 2026
Virtual
V
Clay Webinar
October 28, 2026
Virtual
V
TikTok Webinar
October 29, 2026
Virtual
V
Alignable Webinar
November 5, 2026
Virtual
V
Atlassian Webinar
November 17, 2026
Virtual
Course
Can’t make an in-person event? Take the AI Fluency course, co-presented with PayPal.
Claude for Small Business plugin
How to install and use the Claude for Small Business plugin.
Need more hands-on help?
We work with several service partners in the Claude Partner Network who specialize in helping small businesses get set up.
FAQ
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.