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✳  Claude AI Services · A sample month

Gary's new back office

One login for his accounts, his inbox and his diary, handled. We set it up and keep it running.

Illustrative demo · Riverside Plumbing is a fictional client

✳ Built on Claude Cowork · Set up and managed by Irvale · Gary logs in any time

01

What Gary hands over

The mess he sent us

This is what landed on our desk at the start of June: a bag of receipts, a bank statement and a diary that double-books him.

Bank statement
01/06EE MOBILE−£42.00
02/06CITY PLUMBING−£340.00
17/06SCREWFIX−£215.00
23/06CITY PLUMBING−£340.00again?
Receipts
  • Screwfix£215.00receipt missing
  • Tesco£84.20personal?
  • Costa£11.40???
Job notebook
  • Whitfield bathroom — done
  • Okafor kitchen leak — done
  • Bristol Lettings — never invoiced?
  • Powell boiler — chase payment
Calendar, week of 29 June
Gary's Google Calendar week showing double-booked appointments on Tuesday and a nearly empty Wednesday
double-booked AND an empty day
Inbox, 12 unread
Gary's Gmail inbox with 12 unread emails including a leak, no hot water and unanswered invoice questions
02

How we set it up

We build his Claude

Claude plugs into whatever he already runs his business on. Nothing to switch, nothing to learn.

Connected to what Gary already uses

Gmail, connectedON
Google Calendar, connectedON
Google Drive, connectedON

Ready when he needs them:

Xero
QuickBooks
Stripe
Canva
Microsoft 365
+Hundreds more
We set it all up for you
03

His superpower

Then he just asks

June close

Where did June go?
June dashboard built by Claude Cowork from Gary's bank statement and receipts: money in, costs, profit, VAT to set aside, anomalies caught and money owed
Reply to Claude…
reconciled to the penny, saved in his Drive

Inbox

Anything in my inbox I need to worry about?
FromWhatWhat Claude did
Sam BevanNo hot water, two kidsBooked Tue 9am, reply drafted
Tunde OkaforLeak still dripping, unhappyFree revisit Mon 10:30, apology drafted
Bristol Lettings2 gas certs before the 6thBooked Wed, draft ready
Kevin PowellWants more work, owes £395Chase the bill first, drafted tactfully
Rachel WhitfieldFinal bill, rattly fanSnag visit booked Tue 11am
RankBoost SEOCold sales pitchBinned
Reply to Claude…
replies waiting in his Gmail drafts

Week of 6 July

Sort my week out
Mon9:00 Reddy10:30 Okafor revisit13:00 Danielsen survey
Tue9:00 Bevan emergency11:00 Whitfield snag14:00 Paperwork
Wed9:00 Bristol Lettings cert10:30 Bristol Lettings cert
Thu8:00 Nguyen10:00 Marsh callout11:15 Bathroom fix
Fri10:00 Wolseley pickup
Stale powerflush job deletedTravel gaps added
Reply to Claude…
04

His cowork, always on

He uses it like any chat

Gary opens Claude, asks, and gets answers built from his real emails, diary, files and numbers. When he wants something to run by itself, like the monthly close or invoice chasing, he tells us and we build it in.

Personal admin assistant

Inbox sorted, replies drafted, jobs booked.

want something automated? just ask us

On-demand finance controller

Accounts closed, VAT set aside, money chased.

Research analyst on tap

Ask anything about his business, get a straight answer.

Real review, trimmed

Garykev's an old mate known him 15 years, that emails a bit stiff for him... soften it up a bit. but yeah i do want paying
OperatorSoftened the tone so it reads like you talking to a mate, not a letter. The chase steps stay firm, that's what protects your money.
Garyyeah thats good thank u. powell one reads much better
Garyalright thats everything sorted then. APPROVE send the invoices and the emails, powell one with the softer version

Want your month to look like this?

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