トラストセンター
Claude のセキュリティを確認：お客様のデータ、ビジネスを Claude はどう扱うのか
Claude for small business
煩雑な作業から抜け出し、本来の仕事に集中
Claude for small business は、初日から活用できます。すでに使用中のツールに安全に接続できるため、チームは新たなことに集中できます。
“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
“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
“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
中小企業にとっての大きな違い
初日から利用可能
1 つのトグルを使用するだけで、すべてをインストールできます。長くかかる設定や IT の支援を必要としないため、最初のワークフローを当日中に実行できます。
作業は任せ、決定は自らの手で
質問に答えるだけのチャットではありません。Claude はエンドツーエンドのワークフローを実行するため、皆さんは雑務ではなく結果に集中できます。
お客様のツールと連携
PayPal、QuickBooks、HubSpot、Canva、DocuSign、Google Workspace、Microsoft 365、Slack など、毎日使用するツールに接続できます。
信頼のために構築
セキュリティは機能ではなく、基盤です。お客様のデータを使用してトレーニングを行うことはありません。ステップごとに承認を行うか、選択したツールを使用してエンドツーエンドで実行させます。
お客様のビジネスのために Claude ができることをご覧ください
自信を持って給与計算を計画
Claude は期限超過アイテムの一覧をランク付けし、リマインダーメールを下書きし、30 日の予測を行い、四半期ごとの税金に対応して帳簿を整えることができます。皆さん自身が確認して送信します。
July 2026 close packet
P&L の説明および PayPal と QuickBooks の照合
期間：2026 年 3 月 1 日～ 3 月 31 日
作成日：2026 年 4 月 2 日
3 月の収益は $48,210 で、2 月から 7.5%（$44,860）増加しました。しかし、年次のソフトウェアの更新が今月発生したため、純利益は（$13,210 から）$11,840 に減少しました。これは、$2,040 相当の Adobe CC、QuickBooks、いくつかの小規模なツールに必要な 1 回限りの支出であり、来年 3 月まで再度の支払いはありません。
QuickBooks Online と PayPal 決済の間の照合は完了しました。147 件の取引のうち 142 件は完全に一致しました。次の 5 つの項目に確認用のフラグを付けています。うち 3 つは日常業務でのタイミングの誤差、1 つはすでに PayPal に異議申し立て済みの払い戻しの重複、1 つは償却しても問題ないと考えられる $3.18 の FX での差異です。いずれも最終損益に大きな影響を与えることはありません。
2026 年第 1 四半期は、収益が $135,250、純利益が $37,550 で終了し、2025 年第 1 四半期と比較してそれぞれ 14.2% と 20.4% の増加です。
Reconciliation
Shopify Payments: 31 payouts, $77,436.15 — matches QuickBooks to the cent.
利益についての解説：95.7% の粗利は、直近の平均と同様です。今月は、更新の影響で営業費用の比率（収益の 71.1%）が上昇し、過去 3 か月の平均は 64.3% です。1 回きりの年次更新である $2,040 を除外すれば、3 月期の標準化された純利益は ~$13,880 になります。
間違いを減らし、より迅速に月次の締めを行う。
Claude はアカウントを決済と照合し、一致しない部分にフラグを立て、会計士に転送するわかりやすい P&L を記述します。
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.
朝のブリーフィングでビジネスの状況を把握する
現金、パイプライン、カレンダーを 1 つのブリーフィングに統合します。資金の場所、クロージング予定の案件、今日対応が必要な 3 つの事項を確認します。
> 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.
お住まいの都市の無料ワークショップに参加
地域イベントでAIを活用する方法を学びましょう。
イベントに参加できませんか？AI Fluency コースをオンラインで受講してください。
タイトル
場所
日付
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
タイトル
場所
日付
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.