Anthropic has released 'Claude for Small Business,' a tool that automates business analytics, advertising campaigns, bookkeeping, and more.

AI company Anthropic has released ' Claude for Small Business, ' designed for small and medium-sized businesses. 'Claude for Small Business' consists of connectors to integrate Claude into the tools that small and medium-sized businesses rely on, and ready-to-use workflow packages, helping small business owners make the most of AI.

Introducing Claude for Small Business \ Anthropic
https://www.anthropic.com/news/claude-for-small-business

Claude for Small Business | Claude by Anthropic
https://claude.com/solutions/small-business

Claude for Small Business allows small business owners to integrate Claude with the tools they already use (such as Intuit QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, and Microsoft 365). This enables Claude to handle a variety of tasks, including payroll, sales campaigns, and invoice collection.

Anthropic cites 'payroll' and 'monthly closing' as examples of how Claude for Small Business can be used for financial management. For 'payroll,' by connecting Claude with QuickBooks and PayPal, you can reconcile QuickBooks cash balances with PayPal deposit information, prioritize outstanding invoices to cover any shortfalls, create reminder emails, and generate 30-day spending forecasts.

The following video shows how to actually use Claude for Small Business to have it handle payroll calculations.

Claude for Small Business: Planning Payroll with Confidence - YouTube


With 'end-of-month closing,' you can connect Claude to QuickBooks, PayPal, and Google Drive to create an income statement based on your company's spending information. Specific examples of prompts are provided, such as: 'This is the closing process for March. Please compare the transaction details in QuickBooks with the payment details in PayPal, flag any discrepancies, and create an income statement document that can be sent directly to your accountant.'

Other potential uses being considered include asking Claude to create materials for morning company meetings or to plan advertising campaigns.

Anthropic has published a tutorial for Claude for Small Business, which covers a wide range of topics from installation to specific applications. It not only details 'what you can do with each skill' but also indicates 'what tools need to be integrated to use that skill.'

How to install and use the Claude for Small Business plugin | Claude
https://claude.com/resources/tutorials/how-to-install-the-claude-for-small-business-plugin

The skills demonstrated in the tutorial are as follows, and you can see that with Claude for Small Business, you can automate a fairly wide range of tasks using Claude.

/plan-payroll: Creates a cash flow forecast for the next 30 days, prioritizes overdue invoices, and generates reminders for each.
/month-heads-up: Analyzes cash flow for the next 30 days to identify the week with the tightest cash flow and highlights key points to watch out for before the end of the month.
/close-month: Reconcile the user's accounting records with those of the payment processing company and prepare financial statements for the accountant.
/price-check: Creates pricing scenarios including profit margin tables and break-even point calculations for each product.
/tax-prep: Calculates estimated quarterly tax amounts and generates year-end 1099-K forms formatted for accountants.
cash-flow-snapshot: Reads cash, invoices, receipts, and expected income to mark weeks with tight cash flow and create 30-day, 60-day, and 90-day forecasts.
Invoice-chase: Ranks overdue invoices and creates reminder notices for each invoice based on the customer's past payment history.
margin-analyzer: Creates pricing scenarios including profit margin tables and break-even point calculations for each product.
Month-end prep: Compares the user's accounting records with those of the payment processor, identifies discrepancies, and prepares financial statements for accountants.
tax-season-organizer: Calculates estimated quarterly tax amounts and generates year-end 1099-K forms formatted for accountants.
/call-list: Scores prospects based on engagement, suitability, and urgency, and creates call cards for top-performing prospects.
/sales-brief: Rank best-selling products and create content plans to further boost their sales.
/run-campaign: Analyze sales history, identify areas of stagnation, create proposals, build related materials, and prepare for submission.
Lead triage: Prospects are scored based on their level of interest, suitability, and urgency, and call cards summarizing key conversation points are created for top-performing prospects.
Content Strategy: Analyze sales data to identify best-selling and underselling items, and create content plans to further boost sales of best-selling products.
Canva Creator: Build campaigns based on briefings. Specifically, create posting calendars, social media designs, captions, and sequentially written emails.
/handle-complaint: Read customer emails, check order history, and create a response tailored to the situation.
/customer-pulse-check: Reads stalled cases, tickets, emails, reviews, etc., categorizes them by theme, and creates proposed responses for each.
/crm-cleanup: Detects old transactions, duplicate contacts, and missing fields. Displays what was detected to the user before the changes were made.
/review-contract: Read the contract, summarize it in simple English, and create a document with a list of key points and revisions highlighted in red.
ticket-deflector: Reads customer emails, checks order history, and creates appropriate responses.
Customer Pulse: Reads stalled cases, tickets, emails, reviews, etc., and groups them into themes with many easily solvable problems.
crm-maintenance: Detects old transactions, duplicate contacts, and missing fields.
Contract review: Read the contract, summarize it in simple English, and create a document highlighting key points and areas for revision in red.
/monday-brief: A page summarizing the cash balance, sales trends, pipeline, weekly schedule, and most important things for the day—all things you want to check first thing at the start of the week.
/friday-brief: Summarizes sales figures, products sold, wins, views, etc., compared to the previous week.
/Quarterly-review: Describes revenue and profit margin trends, customer health, opportunities, and risks in a narrative format.
Business Pulse: A single page summarizing cash balance, sales trends, pipeline, weekly schedule, and most important matters.
job-post-builder: Create templates for job postings, structured interview guides with scoring criteria, and job offer letters.
smb-onboard: Asks questions about the user's business, helps connect tools, and saves context so that all other skills can recognize it.