Tuesday, October 13, 2026 - 9:00–10:00 AM PT
Hosted by Mitch Ward (Channel Partnerships & GTM Lead, Expensify)
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.
Mitch walks through Expensify's new connector 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.
Connect Expensify to Claude for Small Business and ask a plain question: "what did we spend on travel last month, and who still owes a receipt?" and get the answer with the receipts behind it. Watch Claude pull card transactions, receipts, and reimbursements into one view without anyone opening a spreadsheet or logging into a second tool.
Ask Claude to reconcile the card statement to receipts and explain every mismatch, instead of hunting for it in Excel. Watch it flag the duplicate, the missing receipt, and the out-of-policy lunch before anything is paid then draft the note to the employee for you.
Get a Monday brief in Claude: what's outstanding, who owes what, and what's about to renew, so you start the week knowing instead of digging. Set up a recurring report that lands every week and only surfaces the exceptions, you review what needs judgment, Claude handles the routing.
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.
Channel Partnerships & GTM Lead, Expensify
Mitch leads channel partnerships and go-to-market at Expensify, working with partners to drive adoption of a platform that automates the full spectrum of business spend — from expenses and corporate cards to travel and reimbursements. His focus is making sure the right partners, integrations, and workflows are in place so finance teams can stop chasing receipts and start doing work that actually moves the needle.
