SmartDesk AI installs Claude inside the tools you already use — QuickBooks, PayPal, HubSpot, Canva, and more — and puts 30 ready-to-run automations to work for your business. Done for you.
Claude handles the invoices, the books, the leads, and the content — you just approve.
Most business owners try AI and get a chatbot. SmartDesk AI gets you a system — connected to your real data, producing real outputs, ready to approve and send.
We install everything, connect your tools, configure your skills, and train you to use them — on a Zoom call, in under a week. No IT department required.
Claude connects to QuickBooks, PayPal, HubSpot, and more via toggle install. It reads your real data and produces real outputs — not generic advice.
Nothing sends, posts, or pays without your say-so. Every skill holds its output for your review. You stay in control — Claude just does the heavy lifting.
Every skill is a ready-to-run workflow that pulls from your connected tools, does the work, and presents the output for your approval.
Everything is delivered remotely via Zoom screen share. We handle the install, the connections, the configuration, and the training — you just show up and approve.
Claude for Small Business requires an Anthropic account. Pro plan ($20/mo) is the minimum. Max plan ($100/mo) is recommended for daily business use. This is billed directly by Anthropic — separate from SmartDesk AI service fees.
One setup fee to get you live. One monthly retainer to keep you optimized. No per-seat fees, no usage charges, no contracts.
Not sure which tier fits? Take the free assessment — we'll recommend the right one based on your business.
Anthropic plan ($20–$100/mo) is billed separately by Anthropic.
If your business runs on tools or workflows outside the standard connector library, William scopes and builds what you need — at a flat $250/hr rate, quoted upfront, no surprises.
AthenaHealth, Salesforce, ServiceTitan, FreshBooks, Excel, Oracle, Epic — if Claude doesn't connect to it natively, William builds the bridge.
$250 / hour · SOW-basedA standard skill needs a different data source, custom output format, or your specific business logic. Scoped, quoted, and delivered.
$250 / hour · Scoped upfrontA workflow that doesn't exist in the library — job costing, patient revenue, period-end reconciliation. Built for your process. Requires Growth tier minimum.
$250 / hour · Growth tier minOracle EBS, Fusion Cloud, Epic, or other enterprise platforms. 27 years of Oracle expertise. Scoped as a Statement of Work. A three-day engagement is a $6,000 project — you know that before you start.
$250 / hour · SOW-based27+ years of Oracle EBS and Fusion Cloud implementation experience. 40+ engagements. Fortune 50 clients including Motorola, Delta, BAE Systems, and the U.S. Air Force. Every SmartDesk AI engagement is handled personally by William — no outsourcing, no handoffs.
28 questions. 5 minutes. Get a personalized AI Readiness Report showing your score, your top 5 skills, and exactly what you can activate today — before you spend a dollar.
