Watch a Claude skill run on sample data

A scripted preview of Claude reconciling payouts, chasing overdue invoices, updating CRM records and drafting follow-ups. Sample data only; nothing here is connected to a live account.

What this simulator shows

The simulator runs three everyday small-business tasks the way Claude would do them: matching payments to invoices, chasing overdue invoices, and answering a new sales inquiry. Pick a task above and run the skill to watch each step. Every name, invoice and dollar figure is sample data, and nothing here is connected to a live account.

The three tasks, step by step

Bank and Stripe reconciliation

Claude reads the Stripe deposits, matches each one against your QuickBooks invoices, posts the matched journal entries, and flags anything odd for a person to review, such as a duplicate payout. In the demo it reads 3 deposits, posts 2 entries and flags 1 duplicate, which saves about 45 minutes every run.

Overdue invoice chaser

Claude reads the overdue invoices, applies the reminder tone you choose (friendly, standard or firm), drafts the follow-up email and attaches a secure pay link. In the demo you can read and copy the draft before anything goes out. The point is that aging invoices get chased the same day, not whenever someone remembers.

Inbound lead triage

Claude reads a new inquiry, detects the industry and location, matches the recommended skill and drafts a consultation reply. In the demo the reply is ready in under 2 minutes.

From the demo to your business

A real build works the same way inside the software you already use. We connect Claude to tools such as QuickBooks, Stripe, HubSpot, Slack and Google Workspace through their official connectors, start with the one bottleneck costing you the most, and train your team so you stay in control.

Common questions

Is any of this real data?

No. The clients, invoices, deposits and email addresses in the simulator are made up for the demo. Nothing is connected to a live account.

Can Claude act as my bookkeeper?

Yes. Bookkeeping is built into Claude's small-business skills, and it does the day-to-day work: reconciling payouts to your invoices, chasing overdue invoices, processing bills and preparing the month-end, inside the tools you already use. It flags anything unusual, such as the duplicate payout in the demo, and you or your accountant still double-check the books.

Which tools can Claude connect to?

QuickBooks, HubSpot, Slack, Google Workspace, Stripe and others. We never make you switch tools: we connect to your apps through official APIs and OAuth.

What is the first step?

The 3-minute diagnostic gives you a straight recommendation on which bottleneck to fix first.

Take 3-min diagnostic

threndle.ai, an AI automation agency for Fraser Valley small business.