Claude for small business
What Claude can do for a small business out of the box, and the 12 jobs that need a tool, from invoices and bank CSVs to PDFs, mileage and payroll checks.
Jobs you can hand to Claude
Each page shows the prompt, the tools it calls and the file you get.
Create a real invoice in Claude
Type one sentence. Get a numbered PDF invoice with VAT and due date. Works in Claude and Cursor. Free tier, no key. Uses the Invoice server. 11 tools.
You get: PDF invoice QuotesSend a quote from chat
Line items with VAT, a validity date and a PDF, made from one prompt. Turn the accepted quote into an invoice. Uses the Quotes server. Free tier, Pro $19 once.
You get: Quote Bank StatementCategorize a bank statement with AI in Claude
Import a bank CSV, categorise every line, find recurring payments and summarise per currency. Uses the Bank Statement server. 10 tools.
You get: Spend report SpreadsheetWork with Excel files in Claude
Open, query, edit and convert xlsx and csv files from Claude or Cursor. Formulas and sheets are kept. Uses the Spreadsheet server. Paste one URL, no install.
You get: Table from your file PDFMerge and split PDFs in Claude
Merge, split, rotate, reorder and stamp PDF files from chat. Mark an invoice PAID. Uses the PDF server. Paste one URL, or install it so files stay local.
You get: Stamped PDF Dunning LettersChase overdue invoices from chat
Reminder 1, reminder 2 and final notice, with aging buckets and a statement of account. Ask Claude who owes you. Uses the Dunning Letters server. 9 tools.
You get: Reminder letter Expense TrackerLog expenses and receipts in chat
Record expenses, receipts and mileage from chat. Categorise, split VAT and export for your accountant. Uses the Expense Tracker server. Free tier, Pro $19 once.
You get: Expense ledger Mileage LogKeep a mileage log in chat
Log trips in one line each. Effective-dated rates, summaries and an export your tax return can use. Uses the Mileage Log server. Paste one URL, no install.
You get: Mileage log DocxCreate a Word document in Claude
Turn a chat into a real .docx file, like a proposal, contract or statement. Headings, tables and styles that open in Word. Uses the Docx server. 9 tools.
You get: Word document RecurringRecurring invoices, on time in Claude
Define a recurring invoice once. Bill the same clients every month from chat. Uses the Recurring server. Paste one URL, no install. Free tier, Pro $19 once.
You get: Billing schedule Bill of SaleMake a bill of sale in chat
Draft and finalize a bill of sale for equipment, vehicles or stock, printed with signature lines. Uses the Bill of Sale server. Paste one URL, no install.
You get: Answer CurrencyConvert currency on ECB rates in Claude
Live and historical exchange rates from the European Central Bank, inside your AI chat. Uses the Currency server. Paste one URL, no install. 8 tools.
You get: FiguresThe servers behind these jobs
Invoice
Turn one sentence into a real, sendable PDF invoice.
InvoicingFree tier, Pro $19Hosted
Spend reportBank Statement
Import a bank CSV, categorise it and find the subscriptions.
BookkeepingFree tier, Pro $19Hosted
Expense ledgerExpense Tracker
Log expenses and mileage, split VAT, rebill clients from chat.
Time and expensesFree tier, Pro $19Hosted
Stamped PDFMerge, split, rotate and stamp PDFs by asking. Originals stay untouched.
DocumentsFree tier, Pro $19Hosted
Table from your fileSpreadsheet
Ask questions of an Excel or CSV file and get exact answers.
DocumentsFree tier, Pro $19Hosted
QuoteQuotes
Quote a client from one sentence, then turn a yes into an invoice.
InvoicingFree tier, Pro $19Hosted
Start free. When one job outgrows the free tier, one $39 key turns on Pro on all 49 paid servers, for life.
Bundle, $39Common questions
Can Claude do this out of the box?
Do I need to install anything?
What does it cost?
Other audiences
All 49 paid servers: $39 once