What we do for your business.
Practical AI help for businesses that want results, not a research project. Everything below works inside tools you already know, so there is nothing to rip out and replace.
The Free AI Audit
It starts with a conversation, not a contract. In 30 minutes we learn how your business runs, where the time goes, and where the friction is. You leave with honest direction on where AI will help and where it will not, no obligation either way.
Live Demonstrations on Real Data
This is the part people remember. Using live financials in QuickBooks, we show AI doing real work, reading the books, spotting trends, drafting reports, and answering questions about the numbers in seconds. You see it before you buy it.
Setup and Implementation
When you are ready, we connect Claude to the tools you already use and get you running, often the same day. Claude for Small Business works with QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack. We install it, connect your tools, test everything on your real workflow, and do not call it done until it works and your team understands it.
Automation and Time Savers
The repetitive work, the reports, the data entry, the summaries, the follow ups, and the first drafts is exactly what AI is good at. We find the tasks quietly eating your week and hand them to AI, so your team gets those hours back.
Ongoing Local Support
AI only pays off if it keeps running. We stay on as your local support team, training your people, answering questions as they come up, and adding new workflows as your business grows. When something needs a human, you reach us, not a help center.
What we set you up to do
These are real workflows your business can run once the setup is complete. You stay in control and approve everything that goes out.
Keep the books clean and accurate.
Transactions categorized, QuickBooks reconciled against your payment settlements, mismatches flagged, and a plain English profit and loss ready to forward to your accountant.
Chase invoices in one click.
Overdue invoices ranked oldest to newest, each with a friendly reminder email drafted and ready for your approval. Getting paid stops depending on you remembering.
Start every week with a brief.
Cash position, overdue invoices, pipeline, and the three things that need your attention, delivered every Monday without anyone asking. Cash forecasts from your live numbers, so you can plan payroll and slow months with confidence.
Draft the emails you dread.
Follow ups, reminders, and customer replies written in your voice, staged for review. Your inbox stops being a second job. And when it is time to grow, a full campaign: find the slow month, plan the promotion, build the branded assets in Canva, and stage the send for your approval. The promo below went from one sentence to a finished design in under a minute.
Handle the paperwork.
Agreements drafted, sent for signature through DocuSign, tracked, and filed where they belong, so contracts stop getting stuck.
Works with the tools you already use.
QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack, all connected through Anthropic's Claude to work together for your business.
It all runs in the Claude desktop app, installed in a few clicks, with no IT department required. You approve every step, and Claude never trains on your business data. You subscribe to Claude directly through Anthropic, and we are the local team that sets it up and keeps it running.