Claude for Small Business

For Owner-Operators

Claude for Small Business

Practical AI agents for running a small business — review a contract, draft a hiring packet, forecast your cash, check your margins, chase an invoice, organize for tax season. Bring your own data; no integrations required.

Built for the Owner Who Does It All

These agents are ibizai's adaptation of Anthropic's Claude for Small Business skills — rebuilt as standalone web tools for owners without a finance, HR, or legal team. Each one takes a few inputs (or a file you already have) and gives you back a usable draft, forecast, or checklist in minutes.

Every agent works with the data you already export from your existing tools — a CSV from your bank or point-of-sale, an Excel sheet, a PDF contract. No QuickBooks, HubSpot, or Stripe connection required. And you choose the AI model that fits your comfort and policy: Gemini, Claude, or OpenAI.

Important: These agents produce drafts and working documents — not legal, tax, financial, or accounting advice. Review every output, and consult a qualified professional before signing, filing, or sending.

Two Ways to Use Every Agent

Start self-serve today, or have CEMI run it for you with live integrations.

ibizai — Self-Serve

Use the agent right now, on your own:

  • Bring your own data — CSV, Excel, JSON, Markdown, Word, or PDF
  • No integrations to set up
  • Pick the AI model: Gemini, Claude, or OpenAI
  • Download the result or save it to your Workspace

CEMI — Managed

Have CEMI deploy and run it for your business:

  • Live integrations with your tools — QuickBooks, HubSpot, Stripe, more
  • The AI model of your choice — Claude, Gemini, OpenAI, or open-source
  • Cloud, your private cloud, or on-premises
  • Matched to your security and AI governance policies

On the Roadmap

0 more self-serve agents in development.

Also Available — CEMI Managed

14 integration-first workflows we deploy and run for you. These connect live to your tools and write back — best delivered as a managed service.

ticket deflector Reads ticket/email, pulls context, drafts reply, can issue refunds
Needs: PayPal / HubSpot / Mail
business pulse One-page cross-functional snapshot: cash, sales, pipeline, commitments
Needs: QB / PayPal / HubSpot / Gmail / Slack
call list Ranks top-5 HubSpot leads to call today with talking points
Needs: HubSpot (required)
canva creator Approved brief → Canva designs + copy + HubSpot staging
Needs: Canva + HubSpot (required)
close month QB reconciliation, P&L narrative, close packet
Needs: QuickBooks (required)
crm cleanup Scans HubSpot for stale deals, duplicates, missing fields
Needs: HubSpot (required)
crm maintenance HubSpot updates without opening it: contacts, logs, stale flags
Needs: HubSpot (required)
customer pulse check Synthesizes feedback into top-3 fixable issues + drafted responses
Needs: PayPal or HubSpot (required)
lead triage Scores HubSpot leads by engagement, fit, urgency; ranked call list
Needs: HubSpot (required)
month end prep Reconciles QB vs. processors, flags gaps, P&L narrative
Needs: QuickBooks (required)
month heads up 30-day cash outlook with early risk flags
Needs: QuickBooks (required)
price check Margin-by-product table + 3 pricing scenarios
Needs: QuickBooks (required)
run campaign Sales analysis → content brief → Canva assets → HubSpot send
Needs: HubSpot + Canva (required)
tax prep Quarterly estimated tax or year-end 1099; accountant handoff packet
Needs: QuickBooks (required)
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