Claude for Small Business, set up and working for your business.
Claude for Small Business can chase invoices, close the month and plan campaigns. Getting it connected to your tools, tuned to how you work and actually used by your team is the hard part. We do that part, in person across Michigan or remotely, and you own every account.
- Veteran owned
- Vendor neutral across 300+ providers
- You own every agent and account
- Founded on over 25 years in telecom, SaaS and enterprise solutions
- In person across Michigan, remote nationwide
What does a Claude for Small Business setup include?
A good setup picks the workflows that will pay back first, connects Claude to the tools you already use, sets clear approval rules, and trains your team to run it. The goal is not a new app. It is hours back every week, measured in dollars.
Four steps from switched on to paying for itself.
Discover
We learn how your business runs and pick the workflows that will save the most hours and dollars first, such as invoice chasing, month-end close or campaign planning.
Connect
We set up the right Claude plan and connect the tools you already pay for, such as QuickBooks, HubSpot, PayPal, Google Workspace or Microsoft 365, with the right permissions.
Configure
We tune each workflow to your rules: who approves what, what can run on its own, and how results are reported. Claude asks for approval before anything is sent, posted or paid.
Train
Your owner and team learn to run, change and fix it, with written steps they keep. Training happens in person in our Michigan service areas, or by video anywhere.
The workflows that usually pay back first.
Every business is different. Discovery decides the order.
- Invoice chasing and accounts receivable follow up
- Month-end close and cash flow snapshots
- Payroll planning and prep
- Campaign planning and social content
- Lead follow up and CRM updates
- Tax-season organizing for your accountant
What we add that Claude for Small Business does not cover.
An AI receptionist on your phone line
Answers every call 24/7, books work and logs every call. Claude for Small Business works in Claude, not on your phones.
AI receptionistThe phones and systems underneath
Agents are only as good as what they plug into. We are vendor neutral across 300+ providers for phones, internet and security.
How we workSix months of coaching
Not a two-week setup and a handoff. One hour a week until your team runs it with confidence.
Agent OnboardingWe sit down with you.
We meet owners in person in Detroit, Ann Arbor, Brighton, Flint, Jackson, Lansing and Grand Rapids, and work by video with owners anywhere else.
Hear an AI receptionist right now. Call 313-497-5515 and talk to Jerry, our own AI receptionist.
Questions owners ask about Claude for Small Business
What is Claude for Small Business?
Claude for Small Business is a set of ready-to-run agent workflows from Anthropic, released in May 2026, that works inside Claude Cowork. It covers finance, operations, sales, marketing, HR and customer service tasks such as payroll planning, month-end close, invoice chasing and campaign planning, and connects to tools like QuickBooks, HubSpot, PayPal, Canva, Docusign, Google Workspace and Microsoft 365.
Do I need a consultant to set it up?
Not always. Many owners can turn it on themselves. Owners usually bring in help when they want it connected to several tools, tuned to how their business actually works, adopted by their team, and measured in dollars, or when they want agents it does not cover, like an AI receptionist that answers the phone.
Is my business data safe?
According to Anthropic, data is not used to train its models by default on Team and Enterprise plans. We set up accounts in your business name, with permissions you control, and you own every account and file.
Can you train my team in person?
Yes. We meet owners in person in Detroit, Ann Arbor, Brighton, Flint, Jackson, Lansing and Grand Rapids, and train by video anywhere else.
What does Claude for Small Business not do?
It works inside Claude and the tools you connect. It does not answer your business phone. For that, we build a separate AI receptionist that answers calls 24/7 and books work into your calendar.
Are you affiliated with Anthropic?
No. Mathers.AI is an independent, vendor neutral firm. Claude is a product of Anthropic. We recommend it when it fits, and we will tell you when something else fits better.
Claude and Claude for Small Business are products of Anthropic. Mathers.AI is independent and not affiliated with or endorsed by Anthropic. Product features described here are as announced by Anthropic in May 2026 and may change.