Centre de confiance
Explorez la sécurité avec Claude : vos données, votre entreprise, ce que Claude en fait
Claude pour les petites entreprises
Fini les tâches
fastidieuses, place au vrai travail
Claude pour les petites entreprises se met au travail pour vous dès le premier jour. Connectez-le aux outils que vous utilisez déjà, en toute sécurité, pour que votre équipe puisse se concentrer sur la suite.
“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
“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
“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
“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
“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
“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
“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
Une grande différence pour les petites entreprises
Prêt dès le premier jour
Un seul bouton bascule installe tout. Pas de configuration longue ou d'intervention du service informatique ; vous pouvez donc exécuter votre premier flux de travail le jour même.
Déléguer le travail,
assumer les décisions
Pas seulement un chat qui répond aux questions : Claude exécute des flux de travail de bout en bout pour que vous restiez concentré sur les résultats, pas sur des tâches fastidieuses.
Fonctionne avec vos outils
Connectez-le aux outils que vous utilisez au quotidien : PayPal, QuickBooks, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, Slack, etc.
Bâti sur la confiance
La sécurité est le fondement, pas une fonctionnalité. Nous ne nous entraînons pas sur vos données. Vous approuvez chaque étape ou la laissez s'exécuter de bout en bout à l'aide des outils de votre choix.
Découvrez ce que Claude peut faire pour votre entreprise
Planifiez la paie en toute confiance
Claude peut classer une liste d'éléments en retard, rédiger des e-mails de rappel, obtenir des prévisions sur 30 jours et préparer vos comptes pour les impôts trimestriels. Vous passez en revue et envoyez.
July 2026 close packet
Commentaire du compte de résultat et rapprochement PayPal/QuickBooks
Période : du 1ᵉʳ mars au 31 mars 2026
Préparé : le 2 avril 2026
Le chiffre d'affaires de mars s'est établi à $48,210, en hausse de 7,5 % par rapport à février ($44,860). Le bénéfice net a toutefois chuté à $11,840 (contre $13,210) car les renouvellements annuels de logiciels sont tombés ce mois-ci — Adobe CC, QuickBooks et quelques outils plus simples représentaient ~$2,040 de dépenses ponctuelles qui ne se reproduiront pas avant mars prochain.
Le rapprochement entre QuickBooks Online et les règlements PayPal est terminé. 142 transactions sur 147 correspondent correctement. Cinq éléments sont signalés ci-dessous pour votre examen : trois sont des décalages temporels courants, un est un remboursement en double que j'ai déjà contesté auprès de PayPal et un autre est un écart de change de $3.18 que je suis prêt à passer par pertes et profits. Aucun ne devrait modifier le résultat net de manière significative.
Le premier trimestre 2026 s'est clôturé à $135,250 de chiffre d'affaires et $37,550 de résultat net, soit une hausse de respectivement 14,2 % et 20,4 % par rapport au premier trimestre 2025.
Reconciliation
Shopify Payments: 31 payouts, $77,436.15 — matches QuickBooks to the cent.
Commentaire sur la marge : la marge brute de 95,7 % est conforme à la moyenne glissante. Le ratio OpEx (71,1 % du chiffre d'affaires) est élevé ce mois-ci en raison des renouvellements ; la moyenne glissante sur 3 mois est de 64,3 %. Si l'on excluait le ~$2,040 des renouvellements annuels ponctuels, le bénéfice net normalisé pour mars aurait été de ~$13,880.
Clôturez le mois avec moins d'erreurs, plus rapidement
Claude rapproche les comptes avec les règlements, signale ce qui ne correspond pas et rédige le compte de résultat en termes simples que vous transmettez à votre comptable.
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.
Prenez le pouls de votre entreprise dans un résumé du matin
Regroupez votre trésorerie, votre pipeline et votre calendrier en un seul résumé : voyez où se trouve l'argent, ce qui est sur le point d'être conclu et les trois choses qui requièrent votre attention aujourd'hui.
> 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.
Participez à un atelier gratuit dans votre ville
Découvrez comment utiliser l'IA lors d'un événement local. Vous ne pouvez pas assister à un événement ? Suivez le cours Maîtrise de l'IA en ligne.
title
Localisation
Date
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
Localisation
Date
V
Notion Webinar
September 25, 2026
Virtual
V
RingCentral
October 1, 2026
Virtual
V
Monday.com Webinar
October 12, 2026
Virtual
Expensify Webinar
October 13, 2026
Virtual
V
Expensify Webinar Copy
October 13, 2026
Virtual
V
Ramp Webinar
October 20, 2026
Virtual
V
Atlassian Webinar
October 20, 2026
Virtual
V
Zoom 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
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.