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Claude for Small Business

AI That Works Inside the Tools You Already Use

Get Claude running inside your business in days — not months. Connected directly to QuickBooks, HubSpot, PayPal, Canva, DocuSign and more. No technical team required.

QuickBooks
Finance & payroll
HubSpot
Sales & CRM
PayPal
Payments & invoicing
Canva
Marketing & content
DocuSign
Contracts & signing
Google Workspace
Docs, Sheets & Drive
The Process

Three Steps to Running Claude in Your Business

Most of our small business clients are live within 1–2 weeks from first call.

01

Connect

We audit your existing tools and activate the right Claude for Small Business connectors. No new software purchases — Claude works with what you already pay for.

02

Configure

We select and customise the pre-built workflow templates that match your biggest time drains — whether that's chasing invoices, qualifying leads, or creating marketing content.

03

Run

Claude handles the repetitive work. You review and approve before anything sends, posts, or pays. You stay in control — Claude just does the legwork.

What Claude Handles

Workflows We Configure for You

These are real examples of tasks Claude takes off your plate — across finance, sales, marketing, and admin.

Monthly Financial Close

Claude pulls your QuickBooks data, flags anomalies, and drafts your monthly close summary for review.

Automated Invoice Chasing

Claude monitors PayPal for overdue invoices and drafts follow-up messages on your behalf — you approve before they send.

Lead Qualification & CRM Updates

New HubSpot leads are automatically triaged, scored, and CRM records updated — no manual data entry.

Marketing Campaign Creation

Claude drafts social content, email campaigns, and Canva briefs based on your product and calendar.

Contract Preparation & Routing

Claude prepares contract drafts and routes them through DocuSign with the right signatories and deadlines.

Cash Position & Sales Dashboards

Weekly summaries of your cash position and pipeline health — drafted by Claude, ready for your inbox Monday morning.

What You Get

Everything Included in Our Service

One fixed engagement covers setup, configuration, training, and 30 days of support.

Discovery session to map your current tools and biggest workflow bottlenecks
Full Claude Cowork + Small Business toggle setup and activation
Integration configuration for your connected apps (QuickBooks, PayPal, HubSpot, Canva, DocuSign)
Selection and customisation of pre-built workflow templates for your specific use cases
Staff walkthrough and handover training — your whole team gets comfortable with Claude
30-day hypercare support period — we're available while you settle in
Why Fynaptix

The People Behind Your Setup

We're Claude specialists — not generalist IT consultants picking up a new product.

Anthropic AI Fluency Certified

We're trained and certified by Anthropic — the company that makes Claude. You're getting the real thing, not a workaround.

Live in 1–2 Weeks

Most small business clients are fully live within two weeks of first contact. We move fast because your time matters.

No Hidden Licence Costs

We don't mark up Claude licences. You pay Anthropic directly for your Claude for Small Business subscription. We charge for setup and configuration only.

You Stay in Control

Claude suggests, drafts, and prepares — but nothing sends, posts, or pays without your approval. You're always in the loop.

Ready to Get Started?

Book a free 30-minute discovery call. We'll walk through your current tools, identify your biggest time drains, and show you exactly what Claude can take off your plate — no commitment required.

Book a Free Discovery Call →

Or email us directly at hello@fynaptix.com