Practical AI for owners who'd rather run their business than learn software. Our first course, built on Claude, shows you in thirty-one short lessons how to get invoices chased, books checked, deals followed up and reports written, and how to forecast cash, re-price and win back customers from your own books, with nothing sent until you say so.
Founding price $99 until Nov 25. Then $149.
30-day refund, no questions asked. Refund terms
Every lesson is filmed in the Claude desktop app on Harbor Lane Bakery: six invoices, ten crumpled receipts, five customer emails, a QuickBooks company and a HubSpot pipeline. Animated explainers show what Claude is doing while it works.
Lesson 17. Claude reads the inbox before chasing anyone. One customer says he's paid, so he gets a question instead of a demand.
Modules 1 to 6 teach you Claude. Module 7 puts it to work on the money: five workflows that connect QuickBooks, your bank, your sales and HubSpot. Here's what Claude found in the demo bakery's books.
Wed Nov 4: −$1,915
A 13-week forecast from QuickBooks, the bank export and the Gusto schedule, using how late each customer really pays. The first two weeks break. Three small moves fix them, and none of them is a loan.
Wholesale croissants: sold at a loss
Claude re-costs the menu from the supplier invoices and October's unit sales, finds the smallest price changes in the price list's own style, and spots what a quick look misses in the wholesale contracts.
$7,030 a year, drifting away
Every customer is judged against their own ordering rhythm, so the seasonal ones aren't flagged. A note in HubSpot changes who the check-in goes to.
No reply in 2 hours? You hear about it.
One paragraph becomes a tested alert that checks every hour in opening hours. Claude asks the questions people forget before it switches it on.
QuickBooks said $72,548 profit
A three-way match of Square, the bank and QuickBooks finds a held $7,499.84 payout, $1,880.73 of unbooked card fees and a refund booked twice, then rebuilds October's real profit (about $21,000) in plain English.
Each money lesson ends with a workbook page: the prompt for your business, what to check before you trust the result, and how to adapt it. The bakery is a demo business; the method works on your numbers.
The first three lessons and the Monday routine, exactly as they appear in the course.
New Shorts every day on our YouTube channel: one real admin job each, done with Claude.
All 31 videos with captions, every prompt with a Copy button, and progress that remembers where you stopped. Works offline.
One page per lesson: the outcome, the prompt, a fill-in version for your business, a tip and space for notes.
Every prompt rewritten with [brackets] for your own business, grouped by module.
The Harbor Lane files used on screen, so you can follow along before touching real customers.
Lessons 1, 2, 3 and 26, plus the one-page checklist from the workbook. Then a few short emails over a week, each showing one job you can hand to Claude. Unsubscribe any time.
Less than one hour of a bookkeeper's time, for a routine that gives you back about two hours every week.
Founding price $99 until Nov 25. Then $149.
30-day refund, no questions asked. Refund terms
30-day refund, no questions asked. Refund terms
You'll also need your own paid Claude plan. Lesson 25 explains which plan fits your business.
Step-by-step guides with the exact prompts from the course, free to read and use.
Use Claude and QuickBooks to draft a reminder that fits each customer.
Check your books against your receipts before you trust the numbers.
Turn a HubSpot pipeline into drafts and tasks in one request.
Copy-ready prompts for small-business admin, as a page and a PDF.
Free courses teach general AI skills. This one shows one complete weekly routine on a working business, from first prompt to month-end check, with the files to practice on, in under an hour of video. You can watch four lessons free before you decide.
No. Every lesson is typing a plain-English request and clicking Allow. If you can write an email, you can do this.
Claude only opens folders and apps you approve, and anything that writes or sends asks first. Lesson 24 walks you through every setting.
The Claude desktop app runs on both. The course is filmed on a Mac; the steps are the same on Windows.
The prompts work the same way with any accounting app Claude connects to, including Xero. Just name your app.
The videos run 63 minutes. Work through a short lesson, then try it with your own business files.
Yes. With the QuickBooks connector, Claude reads your accounts-receivable report, checks the customer emails you point it at, and drafts a reminder for each overdue invoice. It doesn't send anything until you approve. Lesson 17 shows it step by step.
You'll need your own paid Claude plan. Lesson 25 compares the plans, and Anthropic lists the current plans and prices.
Buyers get updated lessons when menus or features change. The habits it teaches stay the same.