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You have Claude. Now let's make it run the business.

Anthropic's Claude for Small Business is in your Cowork. A one-click plugin that connects QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack. The next step, configuring it for how your business actually runs and getting your team using it every day, is implementation. That gap is what we close.

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The problem

Where your week actually goes.

Every owner and operator we talk to names the same handful of tasks. Different businesses, same shape: deadline-driven, low-judgment work that scales by adding hours, not by getting smarter. And, underneath all of it, the gap between Claude being installed and Claude being used.

Reconciliation
Matching QuickBooks against PayPal settlements to figure out who actually paid and what is still open. Hours that should go to decisions, not to tracking down payments.
Overdue invoices
Drafting reminder emails one at a time, in your voice, with the right history attached. The long way around what should be a five-minute review-and-send.
Month-end close
Pulling the P&L together and writing the note your accountant will actually read. The work that gets pushed to the weekend and never gets shorter.
Monday-morning picture
Pulling cash, pipeline, and calendar into a "what needs me today" picture from scratch every Monday — one of the most expensive routine hours in the week.
Campaign launches
Aligning Canva assets, HubSpot segments, and the launch calendar so a promo goes out clean. A coordination job that takes up the afternoon you needed for something else.
The chat window
Opening Claude when there is a real question, knowing it could help, and not having the time to figure out the right way to ask. The most common adoption failure mode we see.
Where we fit

Anthropic built the plugin. We configure it for how your business runs.

Anthropic's Claude for Small Business is the right starting point, and we are squarely behind it. A one-click plugin in Claude Cowork that connects the stack a small business already runs on. If you have not turned it on yet, turn it on.

The reality on the other side of that switch is that a self-serve toolkit and a configured system running your business are not the same thing. In our experience, most adoption stops at the chat window. The work between "Claude is installed" and "we use Claude every day to run the business" is configuration. That means workflows shaped to how your business operates, your voice and standards baked in, review steps and handoffs that fit your team, and the whole team trained to use it — not just you.

Claude does the assembly. You and your team review every output and make the call. We set it up that way on purpose, because in a small business the owner's judgment is the asset. We do the implementation. The decisions stay yours.

What we build

What configured Claude actually looks like.

Specific workflows, configured for the way your business already runs and the way your team already works. Not generic capability lists.

01
Reconciliation
QuickBooks against PayPal settlements, with the matches Claude is confident about and the ones that need your eye separated out. You confirm, you do not chase.
02
Overdue invoice reminders
Drafted in your voice, against your terms, with the right account history attached. The team reviews and sends. The work that used to take an afternoon takes the time you spend reading it.
03
Month-end close brief
A P&L narrative ready to forward to your accountant, with the variances called out in plain English and the questions you would normally have to dig for already surfaced.
04
Monday-morning Slack brief
The cash, pipeline, and calendar items that need you today, in Slack before your first call — pulled from your systems and written in your voice.
05
Promo campaign assembly
A campaign plan with Canva assets and HubSpot segments lined up so launch is a review, not a build. You get the afternoon back.
Proof
Why us, specifically

We implement Claude for small businesses. It's the only thing we do.

Shannon Advisory is built around one job: getting Claude working inside small and midsize businesses — a configured system the team uses every day, not a chatbot in the corner of someone's browser.

Shannon Advisory is a member of the Claude Partner Network.

How we work

Start with one workflow.

For most businesses, the right first step is Build: one high-leverage workflow, turned into a working system your team runs, on a fixed timeline.

Recommended entry point
Build

One specific problem, turned into a working system. We build it, test it against your real work, and hand it over running. Pricing by proposal.

See the Build page

If you are not sure which workflow to start with, Adopt is built for that: team training, a workflow audit, and an opportunity map that surface the workflow worth building first.

FAQ

Questions owners ask before the first call.

I installed Claude for Small Business. Where do I actually start?

Start with the workflow that is taking the most hours and asking the most of your judgment. For most owners that is reconciliation, the month-end close, or the Monday-morning brief. We pick one, configure Claude for how your business runs it, prove it out against your real data, and get the team using it. Most owners find that once one workflow is in production, the next two get easier.

What is the difference between the Claude for Small Business plugin and a configured implementation?

The plugin connects the tools. It is what gets QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack talking to Claude. A configured implementation is the layer on top: prompts written for the work your business does, in your voice, against your standards, with the review steps your team needs. Same plugin underneath, very different daily experience.

Do I need someone technical or IT for this?

Usually not for the first workflow. Claude for Small Business connects your stack out of the box, and most of the configuration work happens in prompts and review patterns, not infrastructure. If a workflow needs to integrate with a system your team manages directly, we bring IT or the vendor in for that step. We scope it during discovery so there are no surprises.

How long until my team is actually using it?

A typical Build engagement runs four to six weeks from kickoff to handoff. That is enough to build the workflow, test it against real data from your business, document it, and train the team. By handoff, your team is running the workflow every Monday morning — not just holding a working prompt.

Pick one workflow. Ship it in six weeks.

An honest conversation about where your business is, what is eating the week, and whether we can help.

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