Expensify & Claude for Small Business

Live with Mitch Ward, Channel Partnerships & GTM Lead, Expensify

Your finance team, in one conversation

See what it looks like when a small business owner asks Claude to run their books — cash flow, month-end close, and tax prep, done live, directly inside Claude for Small Business with Expensify connected.

What you'll see

Mitch walks through Expensify's new inside the Claude for Small Business plugin — plugging Claude directly into a business's expense, card, and receipt data. He'll build three real finance requests live, on screen, the kind most small business owners either pay someone else to do, or don't do at all.

Why this matters

Small businesses have never had access to the finance team that larger companies take for granted — someone to reconcile the books, chase receipts, prep taxes, and flag spending trends before they become problems. Expensify and Anthropic are betting that this work becomes a single conversation instead of a spreadsheet, with millions of small businesses now running day-to-day operations through AI.

This session shows what that looks like in practice: come for the full session, and leave with a finance workflow you can turn on immediately, staying in control of every step along the way.

Click below to sign-up today!