Claude for Small Business — What It Is and How to Use It

The short version

Anthropic just launched Claude for Small Business — a package of connectors and ready-to-run workflows that puts Claude inside the tools small businesses already use: QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, and Microsoft 365.

Instead of switching to a new tool, Claude works inside what you already have. It runs the tasks that pile up after hours — payroll planning, invoice chasing, monthly close, campaign drafting — and asks for your approval before anything sends, posts, or pays.

The 5 connectors

QuickBooks

Payroll planning, monthly close, cash flow, tax prep, and reconciliation. The financial backbone of the whole system.

PayPal

Settlements, invoicing, disputes, and refunds — handled inside Claude. No more switching tabs to track down a payment.

HubSpot

Lead triage, customer pulse, and campaign attribution. Claude surfaces your most important CRM insights without you having to dig.

Canva

Generate on-brand content for every channel, collaborate with your team, publish assets, and track performance — all from Claude.

DocuSign

Send contracts for signature, track status, and file the executed copy automatically. No more chasing signatures manually.

Google Workspace and Microsoft 365

Claude works across Gmail, Docs, Sheets, Outlook, and more — wherever your day-to-day work actually happens.

The workflows worth knowing about

Claude for Small Business ships with 15 ready-to-run workflows. These are the ones most relevant for solopreneurs and small business owners.

💰

Payroll planning

Claude checks your QuickBooks cash position against incoming PayPal settlements, builds a 30-day forecast, and queues the reminders for you to approve before anything sends.

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Monthly close

Reconcile your books, flag what does not match, get a plain-English P and L summary, and export a close packet you can send straight to your accountant.

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Business pulse

Your most important business metrics on one page, on a schedule — cash position, sales trend, pipeline movement, and this week's commitments.

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Campaign runner

Claude finds the slow stretch in your revenue, analyzes your HubSpot campaign data, drafts a promo strategy, and generates the assets in Canva — ready to send.

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Invoice chaser

Automatically surfaces overdue invoices and queues follow-up messages for your approval. You review, it sends — no more awkward manual reminders.

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Contract reviewer

Claude reads incoming contracts, flags the key terms and any unusual clauses, and sends via DocuSign once you approve. First pass handled.

How approval works: Every workflow Claude runs is initiated by you. Claude proposes what it will do, you approve the plan, and then it executes. When you are ready to let certain tasks run end-to-end without approval, you can set that up too. You stay in control throughout.

Free resources launching with it

Free course

AI Fluency for Small Business

A free online course taught by real small business owners on using AI safely and effectively. Available on demand starting today.

Take the course →

Get started

Claude for Small Business

See the full list of workflows, connectors, and skills — and connect your tools to get started.

View the solutions page →

Free in-person workshops — 10 cities

Anthropic is taking Claude for Small Business on the road — free half-day workshops for 100 local business owners per stop. Attendees get a one-month Claude Max subscription. Spots are limited.

Ready to connect your tools?

Start with the free AI Fluency course, then head to Claude's solutions page to connect QuickBooks, HubSpot, or whichever tool makes the most sense for where you are right now.

Get started with Claude for Small Business

Claude forSmall Business