We're launching Claude for Small Business—a package of connectors and ready-to-run workflows that put Claude inside the tools small businesses depend on—to help small business owners take full advantage of AI and cross off items on the to-do list.
Small businesses account for 44% of U.S. GDP and employ nearly half the private-sector workforce, but their adoption of AI has lagged behind larger enterprises. Tools and training are rarely tailored to the ways small businesses operate, and as a result their use often stops at the chat window. As part of our public benefit mission, we are committed to helping business owners harness AI more fully and effectively for their most important work.
Claude for Small Business is a toggle install that puts Claude to work inside the tools small business owners already use: Intuit Quickbooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, and Microsoft 365. From these tools, it can plan payroll, close the month, run a sales campaign, chase invoices, and more.
“Small businesses make up nearly half the American economy, but they've never had the resources of bigger companies. AI is the first technology that can finally close that gap, which is why we're launching Claude for Small Business, alongside training and partnerships to make sure AI shows up for the entrepreneurs and communities who need it most. Claude for Small Business runs inside the tools owners already rely on, like QuickBooks, PayPal, and HubSpot, and takes on the work that piles up after hours, like planning payroll, chasing invoices, or kicking off a marketing project. People run the business, and Claude helps take the late-night work off their plates.”
– Daniela Amodei, Co-founder and President of Anthropic
How it works
Toggle on Claude for Small Business inside Claude Cowork, connect the tools you already use, and pick the job. Claude does the work; you approve before anything sends, posts, or pays.
It ships with 15 ready-to-run agentic workflows across finance, operations, sales, marketing, HR, and customer service. It also includes 15 skills built on the repeatable tasks owners told us slow them down most.
These include:
- Planning payroll with confidence. Settle your QuickBooks cash position against incoming PayPal settlements, build a 30-day forecast, rank what's overdue, and queue the reminders for you to approve and send.
- Closing the month with fewer errors. Reconcile your books against settlements, flag what doesn't match, write a plain-English P&L, and export a close packet you can forward straight to your accountant through Intuit QuickBooks.
- Getting a pulse on your business. Surface your most important business insights on a schedule, all on one page: view your cash position through Intuit QuickBooks, sales trend, pipeline movement, this week's commitments, and more.
- Running your next campaign. Find the slow stretch in your revenue, analyze your HubSpot campaign performance, draft the promo strategy, and generate the assets in Canva to prepare your next send.
There's also an invoice chaser, margin analyzer, month-end prepper, tax-season organizer, contract reviewer, lead triager, content strategist, and more.
Not only could it problem-solve for me, it also showed me problems I didn't know I had.
What we used to think were the constraints are just not constraints anymore. It's empowering. Hours of looking at stuff that doesn't matter are gone. I want an entire organization where everybody is using these tools daily.
It's freeing up things that used to be a lot of very tedious clerical work for more value-add tasks.
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Connect to your stack
Running through Claude Cowork, each connected tool handles a specific job:
- PayPal powers settlements, invoicing, disputes, and refunds inside Claude.
- Intuit QuickBooks handles payroll planning, the monthly close, and cash-flow, along with tools to help businesses prepare for tax season, and reconciliation work that touches every other system.
- HubSpot runs lead triage, customer pulse, and campaign attribution.
- Canva generates content for every channel, with the ability to collaborate and edit with your team, publish assets, and track performance.
- Docusign sends contracts out for signature, tracks status, and files the executed copy back where it belongs.
The full list of skills, automations, and connectors is available on the solutions page.
Small and mid-market businesses fuel our economies, and for decades, QuickBooks has been proud to be their trusted financial partner. By integrating the agentic AI capabilities of our QuickBooks platform into Claude for Small Business, we're providing small businesses with AI-powered automations and experiences that allow them to remove the complexities of managing their finances, accelerate payroll workflows, and generate data-backed insights that help them grow and scale with speed and confidence.
At HubSpot, our mission is to help scaling companies grow with AI. We partnered with Anthropic to build the first CRM connector for Claude so go-to-market teams can access their HubSpot context wherever they work. For small businesses, that means getting tailored answers, summaries, and visualizations directly from their customer platform so they can segment smarter, run better campaigns, and drive more leads.
Small businesses need AI that moves at the speed they do. With Canva powering content creation in Claude for Small Business, a business owner can go from idea to published, on-brand design in one flow, while AI streamlines the work in between. It's part of our vision to make complex AI workflows simple, so we can help people achieve their goals through design.
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Built for trust
In a survey we ran with small business owners, half named data security as their single biggest hesitation about AI.
With Claude for Small Business:
- You stay in the loop. Every task and workflow you run within Claude is initiated by you. You approve the plan first or, when you're ready, let it run end-to-end.
- Your existing permissions hold. If an employee can't see something in QuickBooks or Drive today, they can't see it through Claude.
- We don't train on your data by default on our Team and Enterprise Plans.
Full details are in the Trust Center.
AI Fluency for Small Business
Tools aren't enough on their own. Owners and their teams need to know when and how to use them, and most haven’t had the opportunity to learn. .
That's why we partnered with PayPal on AI Fluency for Small Business, a free online course on using AI to run a small business. It's taught by owners who've built it into their own operations—Prospect Butcher Co. in Brooklyn, MAKS TIPM Rebuilders in California, and others—with step-by-step guidance on automating things like accounts payable with step-by-step guidance on how to use AI in your business safely, responsibly, and ethically. We'll cover topics like knowing which tasks in your business are right for AI and how you can get started.
“PayPal is proud to partner with Anthropic to help small and medium-sized businesses harness the full potential of the AI-led economy. Together, we are equipping these business owners and entrepreneurs with the tools, expertise, and trusted infrastructure they need to compete and thrive in a rapidly evolving digital economy and creating new opportunities for them to innovate, grow and better serve their customers.” — Amy Bonitatibus, Chief Corporate Affairs Officer at PayPal
The course is available on-demand starting today.
The Claude SMB Tour
Starting May 14 in Chicago, we're taking Claude for Small Business on the road. The tour is a free, half-day live AI fluency training and hands-on workshop for 100 local small business leaders per stop. Anthropic and partner Tenex.co are hosting the tour, with local partners at each stop. Attendees get a one-month Claude Max subscription to start integrating AI into their day-to-day workflows.
Spring stops include: Chicago, Tulsa, Dallas, Hamilton Township, Baton Rouge, Birmingham, Salt Lake City, Baltimore, San Jose, and Indianapolis.
Thank you to the Greater Cleveland Partnership and the National Talent Collaborative for piloting the concept with us in March. More cities will be added in the fall.
Partnering with small business–focused nonprofits
As a public benefit corporation, part of Anthropic's mission is to make sure the gains from AI reach all people and communities, especially those who have historically been last in line for new technology. Small business owners—and the local institutions that fund and advise them—are exactly that audience. So alongside Claude for Small Business, we're investing in partnerships that put Claude directly in the hands of small business owners and the organizations that help them grow.
We believe AI can meaningfully expand what's possible for the smallest businesses, including solo entrepreneurs. Together with Workday and the Local Initiatives Support Corporation (LISC), we're supporting the Workday Foundation Solopreneurship Accelerator Program, which in 2026 will equip an initial cohort of 15 aspiring solopreneurs with seed funding from the Workday Foundation, Claude credits from Anthropic, and an AI-first entrepreneurship curriculum developed by LISC.
Small businesses also depend on an enabling environment, including access to capital. That's why we're partnering with three Community Development Financial Institutions (CDFIs) that are deploying AI in their own operations and services: Accion Opportunity Fund, Community Reinvestment Fund USA, and Pacific Community Ventures. With Claude credits and hands-on technical support from our team, these CDFIs are building tools that help more small businesses get funded. Pacific Community Ventures, for example, is using Claude to power its Radiant Data Hub—a shared resource for a network of CDFIs—to collect and synthesize voice-based feedback from its small business clients and their workers to improve products and services.
Getting started
To learn more about Claude for Small Business and access the AI Fluency for Small Business course, get started here.
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