Trust Center
Claude의 보안 체계 알아보기: 사용자의 데이터와 비즈니스를 Claude가 어떻게 처리하는지 확인해 보세요
Claude for Small Business
잡무를 덜고, 핵심 업무에 집중하세요
Claude for Small Business는 도입 첫날부터 바로 업무를 수행합니다. 이미 사용 중인 도구에 안전하게 연결해 보세요. 팀이 미래를 위한 핵심 과제에 집중할 수 있도록 지원합니다.
“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
소규모 비즈니스를 위한 큰 차이
도입 첫날부터 바로 활용 가능합니다
토글 한 번이면 모든 설치가 완료됩니다. 긴 설정 과정이나 IT 지원이 필요하지 않아, 도입 당일에 바로 첫 워크플로우를 실행할 수 있습니다.
작업은 위임하고, 의사결정은 주도하세요
단순히 질문에 답하는 챗봇이 아닙니다. Claude는 처음부터 끝까지 전체 워크플로우를 알아서 실행하므로, 여러분은 번거로운 잡무 대신 결과에 집중할 수 있습니다.
내 도구와 연동됩니다
PayPal, QuickBooks, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, Slack 등 매일 사용하는 도구들에 연결해 보세요.
신뢰를 바탕으로 설계되었습니다
보안은 기능이 아니라 기본 토대입니다. 저희는 사용자의 데이터로 모델을 훈련하지 않습니다. 사용자는 각 단계를 승인할 수도 있고, 선택한 도구를 사용해 Claude가 전 과정을 알아서 실행하도록 설정할 수도 있습니다.
Claude가 비즈니스에 어떤 도움을 줄 수 있는지 확인해 보세요
자신 있게 급여를 계획하세요
Claude는 연체 항목 목록에 우선순위를 정하고, 리마인더 이메일 초안을 작성하며, 30일 전망을 제공할 뿐만 아니라 분기별 세금 신고를 위한 장부까지 준비할 수 있습니다. 사용자는 검토 후 전송만 하면 됩니다.
July 2026 close packet
P&L 설명 및 PayPal / QuickBooks 대사
기간: 2026년 3월 1일 ~ 3월 31일
작성일: 2026년 4월 2일
3월 매출은 2월($44,860) 대비 7.5% 증가한 $48,210를 기록했습니다. 그러나 이번 달에는 연간 소프트웨어 갱신 비용이 발생하면서 순이익이 $13,210에서 $11,840로 감소했습니다. Adobe CC, QuickBooks, 그 외 몇 가지 소규모 도구의 갱신으로 약 $2,040의 일회성 지출이 발생했으며 이 비용은 내년 3월까지 다시 발생하지 않습니다.
QuickBooks Online과 PayPal 정산 내역 간의 대사가 완료되었습니다. 총 147건의 거래 중 142건이 정확히 일치했습니다. 검토가 필요한 5개 항목은 아래에 표시되어 있습니다. 3건은 일반적인 '기간적 차이'이고, 1건은 이미 PayPal에 이의를 제기한 중복 환불 건이며, 나머지 1건은 대손처리해도 무방한 $3.18의 환차손입니다. 이들 항목이 최종 손익에 중대한 영향을 미치지는 않을 것으로 보입니다.
2026년 1분기는 매출 $135,250, 순이익 $37,550로 마감되었으며, 이는 2025년 1분기 대비 각각 14.2%와 20.4% 증가한 수치입니다.
Reconciliation
Shopify Payments: 31 payouts, $77,436.15 — matches QuickBooks to the cent.
마진 설명: 매출총이익률 95.7%는 트레일링 평균과 일치합니다. 이번 달에는 갱신 때문에 영업비용 비율(매출의 71.1%)이 상승했으며, 지난 트레일링 3개월 평균은 64.3%입니다. 일회성 연간 갱신 비용 약 $2,040를 제외하면, 3월의 조정순이익은 약 $13,880였을 것입니다.
오류는 줄이고, 월말 결산은 더 빠르게
Claude는 계좌 내역을 정산 내역과 대사하고, 불일치 항목을 표시하며, 회계사에게 바로 전달할 수 있도록 자연어로 P&L을 작성해 줍니다.
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.
오전 브리핑으로 비즈니스 현황을 한눈에 파악해 보세요
현금, 파이프라인, 캘린더를 하나의 브리핑으로 모아보세요. 자금 현황과 성사 단계에 있는 기회는 물론, 오늘 내가 직접 챙겨야 할 세 가지 중요한 일까지 바로 확인할 수 있습니다.
> 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.
여러분의 도시에서 열리는 무료 워크숍에 참여해 보세요
지역 이벤트에 참석해 AI를 실무에 적용하는 방법을 알아보세요. 이벤트 참석이 어려우신가요? 온라인으로 AI 활용 능력 과정을 수강하실 수도 있습니다.
워크숍명
위치
날짜
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
워크숍명
위치
날짜
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.