QuickBooks
Intuit's accounting app for the ledger, the invoices, and the exports a close starts from.
Explore AppAI for Small Business
Books, cash, hiring, customers, and the weekly pulse of a small company.
Apps 8
Xero
Accounting software for the ledger and the invoices, aimed at smaller companies.
Explore AppHubSpot
A CRM. The free tools cover contacts, a simple pipeline, and notes on a record.
Explore AppGmail
Google's email. The kit drafts the note. You send it from here.
Explore AppZapier
An automation tool that moves a record from one app to another when something happens.
Explore Appn8n
A workflow automation tool with AI agent steps. You can use the hosted version or run it yourself under its fair-code license.
Explore AppCalendly
A scheduling page that books time on the calendar you connect.
Explore AppCanva
A design editor for posts, one-pagers, and simple decks.
Explore AppBots & Agents 4
agent
Copilot Studio Agent Templates
Copilot Studio templates are ready-made agents from Microsoft, such as an IT helpdesk or a benefits assistant, that you copy and adjust inside Copilot Studio. You need access to Copilot Studio to use them.
Multiple AI toolsView Resource
agent
Make AI Agents
Visual automation using AI agents (free tier).
Multiple AI toolsView Resource
agent
n8n Workflow Templates
Thousands of free here AI automation templates.
Multiple AI toolsView Resource
agent
Zapier Agents
No-code AI agents connected toward 7,000 apps (free tier).
Multiple AI toolsView Resource
Skills & Prompts 65
skill
Ad Manager
The ads consultant that becomes one ads agent.
ClaudeView Resource
skill
Ap Processor
Works the bill pile end to end: reads bills plus vendor statements out of the AP inbox or from uploaded PDFs and phone photos, pulls out vendor, amount, due date, and line detail,…
ClaudeView Resource
skill
Audit Support
Help with SOX 404 compliance with control testing methodology, sample selection, and documentation standards.
ClaudeView Resource
skill
Brand Style
Sets plus updates the owner's brand look and output preferences, which every page and document the plugin produces then follows automatically.
ClaudeView Resource
skill
Build Agent
Converts a task the owner keeps doing by hand into a named, reusable skill they can trigger by name or put on a schedule.
ClaudeView Resource
skill
Business Pulse
It produces a one-page snapshot of cash, sales, and pipeline so you can pick a few decisions.
ClaudeView Resource
skill
Call List
Builds today's call here list.
ClaudeView Resource
skill
Capacity Plan
Plan resource capacity, including workload analysis and utilization forecasting.
ClaudeView Resource
skill
Cash Flow Snapshot
It drafts a 30, 60, and 90 day cash view from receivables, payables, and fixed costs.
ClaudeView Resource
skill
Change Request
Make a change management request with impact analysis and rollback plan.
ClaudeView Resource
guide
Claude for Small Business
Anthropic announcement of 15 SMB workflows plus skills in Claude Cowork.
ClaudeView Resource
skill
Close Management
Run the month-end close process with task sequencing, dependencies, and status tracking.
ClaudeView Resource
skill
Close Month
It runs reconciliation, a cash snapshot, and a one-page review as one pass.
ClaudeView Resource
skill
Comp Analysis
Examine compensation — benchmarking, band placement, and equity modeling.
ClaudeView Resource
skill
Compliance Tracking
Track compliance requirements plus audit readiness.
ClaudeView Resource
skill
Content Strategy
Analyzes sales data from PayPal plus QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what…
ClaudeView Resource
skill
Contract Review
Lightweight NDA, MSA, and vendor contract review aimed at SMBs without legal on staff.
ClaudeView Resource
skill
Crm Autopilot
Keeps the CRM current skipping the owner ever opening it.
ClaudeView Resource
skill
Customer Escalation
Assemble an escalation for engineering, product, or leadership with full context.
ClaudeView Resource
skill
Customer Research
Multi-source research on a customer question or topic with citations.
ClaudeView Resource
skill
Draft Offer
Write an offer letter with comp details and terms.
ClaudeView Resource
skill
Financial Statements
Generate financial statements (income statement, balance sheet, cash flow) using period-over-period comparison and variance analysis.
ClaudeView Resource
skill
Grant Rfp Writer
Finds grant and solicitation opportunities the organization actually qualifies for, runs a hard go/no-go before anyone starts writing, Writes the application or response from…
ClaudeView Resource
skill
Grow Pipeline
Fills the funnel end to end without the owner babysitting it — reads the market and the competition for context, Puts together a ranked list of named prospects with a reason…
ClaudeView Resource
skill
Growth Pulse
Answers one question for an SMB owner, including is the growth engine actually working? Pulls sales trend by channel, funnel conversion, campaign return, best and worst performing…
ClaudeView Resource
skill
Hiring Screener
Takes a pile of applications and Converts it into a ranked shortlist, scored only against the job's stated rubric, with drafted replies to every candidate, scheduled interviews,…
ClaudeView Resource
skill
Inbox Manager
Converts a full inbox into a short, ranked list of what actually needs the owner.
ClaudeView Resource
skill
Internal Comms
One set of resources to help me write all kinds of internal communications, using the formats that my company likes to use.
ClaudeView Resource
skill
Interview Prep
Create structured interview plans using competency-based questions and scorecards.
ClaudeView Resource
skill
Inventory Planner
Works out what to reorder plus when, from what is actually selling: pulls sales history and stock on hand from Shopify, Square, NetSuite, or an uploaded CSV, computes 7-day and…
ClaudeView Resource
skill
Job Post Builder
Builds end-to-end hiring packets, including job post, structured interview guide with scoring rubric, and offer letter template, including from a hiring brief.
ClaudeView Resource
skill
Kb Article
Write a knowledge base article from a resolved issue or common question.
ClaudeView Resource
skill
Lead Finder
Puts together a ranked list of prospects worth contacting.
ClaudeView Resource
skill
Lead Triage
Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers, ranks the ones worth a call today with talking points, Writes the follow-ups, and proposes…
ClaudeView Resource
skill
Marketing Monday
Delivers the weekly growth briefing as one merged read, including whether the growth engine is working, what customers are saying in public and private, what competitors actually…
ClaudeView Resource
skill
Monday Brief
Runs the owner's Monday morning briefing as a two-link chain, including business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved…
ClaudeView Resource
skill
Month End Prep
It matches the ledger to payment-processor payouts and flags the transactions that need a person.
ClaudeView Resource
skill
Onboarding
Produce an onboarding checklist and first-week plan for a new hire.
ClaudeView Resource
skill
Org Planning
Headcount planning, org design, plus team structure optimization.
ClaudeView Resource
skill
Outreach Composer
Writes prospect outreach plus follow-up sequences that sound like the owner wrote them, not like an AI did.
ClaudeView Resource
skill
Pay The Bills
Works the bill pile from the AP inbox all the way to a staged payment run, including reads and codes every bill, then checks the cash position before a dollar is committed, then…
ClaudeView Resource
skill
Payroll Prep
Gets payroll ready to run without anyone getting shorted: pulls timesheets from Gusto, QuickBooks Payroll, or an uploaded spreadsheet, totals regular, overtime, plus PTO hours by…
ClaudeView Resource
skill
People Report
Generate headcount, attrition, here diversity, or org health reports.
ClaudeView Resource
skill
Performance Review
Structure a performance review using self-assessment, manager template, and calibration prep.
ClaudeView Resource
skill
Plan Payroll
Runs the payroll-confidence chain end to end — forecasts cash across the payroll window with cash-flow-snapshot, ranks and Writes overdue-invoice reminders with invoice-chase to…
ClaudeView Resource
skill
Policy Lookup
Find plus explain company policies in plain language.
ClaudeView Resource
skill
Process Optimization
Examine and improve business processes.
ClaudeView Resource
skill
Reactivate
Wins back customers who have quietly stopped buying, including finds the ones whose gap has stretched past their own normal rhythm or who are showing churn signals, ranks them by what…
ClaudeView Resource
skill
Reconciliation
It compares a ledger balance with a bank, subledger, or processor export.
ClaudeView Resource
skill
Recruiting Pipeline
Track plus manage recruiting pipeline stages.
ClaudeView Resource
skill
Report Builder
Converts a plain-English description of a recurring report into a real, repeatable report — defines the metrics, pulls them from whatever data sources are connected, delivers a…
ClaudeView Resource
skill
Report Pack
Delivers the owner's custom recurring report pack on a set cadence, including runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the…
ClaudeView Resource
skill
Restock
Turns what is actually selling into a reorder decision and gets it all the way into the books — computes sales velocity and conservative stockout dates per item, sizes the reorder, Writes…
ClaudeView Resource
skill
Review Reputation
Watches what customers are saying in public plus in private, then does something about it.
ClaudeView Resource
skill
Runbook
Create or update an operational runbook aimed at a recurring task or procedure.
ClaudeView Resource
guide
SBA AI for small business
US SBA guidance on AI aimed at small businesses.
Multiple AI toolsView Resource
skill
Seo Ai Visibility
Audits and fixes both halves of being found, including classic search and AI answers.
ClaudeView Resource
skill
Social Content Engine
Runs the owner's content operation as a standing thing rather than a one-off: keeps a rolling posting calendar, learns the owner's voice, Produces on-brand Canva graphics,…
ClaudeView Resource
skill
Speed To Lead
Makes sure no here inbound lead goes unanswered.
ClaudeView Resource
skill
Tax Prep
Prepares tax materials as a two-link chain, including month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated…
ClaudeView Resource
skill
Tax Season Organizer
Prepares tax-season materials aimed at the owner's accountant, not tax advice.
ClaudeView Resource
skill
Ticket Deflector
Reads a forwarded customer email or ticket, pulls order plus refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and…
ClaudeView Resource
skill
Ticket Triage
Sort and rank a support ticket or customer issue.
ClaudeView Resource
skill
Variance Analysis
It explains what drove a financial variance and lines the pieces up.
ClaudeView Resource
skill
Vendor Review
Evaluate a vendor, including cost analysis, risk assessment, and recommendation.
ClaudeView Resource
Kits 1
Paid packs
Missing something? Submit a resource or request a kit.
YourAIKit products are workflow tools. They are not legal, tax, or financial advice.