--- title: "Claude setup + training" canonicalUrl: https://happywebs.co.uk/services/claude-setup-training/ serviceSlug: claude-setup-training tier: primary --- # Put Claude to work in your office You can sign up and set Claude up yourself. The time goes on what comes after: writing skills it follows every time, connecting your email and files safely, and working out which jobs to schedule. Claude is the assistant we use most in our own studio. We set up your Team plan, write and share the custom skills for your admin, and train your staff on routines for receipts, invoice chasing and the month end. ## What is included - **Team plan setup** — Team created in your company name, members added, single sign-on with Google or Microsoft set up and your domain verified so staff stop making personal accounts for work. - **Custom skills for your office** — Saved methods for your real admin, such as reading receipts against your spending categories or drafting invoice chasers in your tone, written, tested and shared with the whole team. - **Projects with your reference files** — A project for each area of work holding the instructions, price lists and templates that make answers fit your business. - **Email, calendar and file connectors** — Gmail, Calendar and Drive, or Outlook, OneDrive, SharePoint and Teams. Microsoft 365 needs a business account and admin consent, and anything that sends or edits stays behind approval. - **Xero connection (read only)** — Xero's own connector lets Claude answer questions about profit, invoices and bills without exporting reports. It reads your figures; changes still happen in Xero by a person. - **Scheduled tasks** — Recurring jobs that run in the cloud, such as a weekly list of invoices to chase or a month end reminder, so they happen when the office is busy. - **Spreadsheets and documents** — Claude for Excel and the Google Sheets sidebar for checking statements and tidying data, plus ready-made Word, Excel and PDF files for quotes, reports and letters. - **Clear boundaries, in writing** — A one page sheet for staff: what can go in, what stays out, and what always needs a person's check. You own the account and every decision; we set up and teach the provider's tools. ## Indicative pricing All Happy Webs prices exclude VAT. Remote setup and training from £295. A half day in your office from £495. A fully dialled-in bookkeeping and admin assistant from £950. Ongoing help is £95 an hour or £175 a month. All prices exclude VAT, and your Claude subscription is paid directly to Anthropic. ## Frequently asked questions ### Can we set Claude up ourselves? Yes. The Team plan is self-serve and Anthropic's help centre at support.claude.com covers setup, connectors and skills. Most firms ask us in for the part after sign-up: writing skills that give consistent results, connecting email and files safely and training staff, so they are not left to trial and error. ### How much does Claude Team cost? When we checked in October 2026, Anthropic listed Team standard seats at $25 per person per month, or $20 a month on annual billing, with a minimum of two people. Prices are shown before tax, and a VAT-registered business can add its VAT number to the account. Your subscription is paid directly to Anthropic; our fee is separate. ### Will Anthropic use our business data to train its models? Anthropic says it does not train on Team and Enterprise chats by default. The exception is thumbs up or thumbs down feedback, which an owner can switch off. On personal plans, training is a setting each user controls, which is one reason we move teams onto a company account. ### What is a Claude skill? A skill is a saved method Claude follows for one task: when to use it, the steps, the checks and what to hand back. On the Team plan the owner can share a skill with everyone, so the whole office works the same way. Writing and testing the skill is where most of our time goes, because that is where the trial and error is. ### Can Claude do our bookkeeping? It can do a lot of the admin around bookkeeping, such as reading receipts and invoices, drafting chasers and checking a statement export. It is not accounting software and it is not an accountant. Anthropic's own terms say outputs should be checked before they are relied on, so a person checks every figure before it goes into your HMRC-recognised software. ### Does it connect to Xero, QuickBooks or Sage? Xero's own connector lets Claude read profit, invoices, bills and contacts. Intuit's QuickBooks connector can also create and update invoices, but we check it supports your UK account before relying on it. There is no official Sage connector at the time of writing, so Sage users work from exports. ### Claude, ChatGPT or Grok? All three are capable, and the setup work is much the same. Claude is the one we use most and is strong on long documents, spreadsheets and shared skills. ChatGPT and Claude both have Xero connections; Grok has broad email and file connectors. We help you pick based on the software you already use. ### Who is responsible if the assistant gets something wrong? You are, and we will say so plainly. The subscription, the account and your data stay in your name under the provider's own terms. We set up and teach features the provider already offers. AI assistants can and do make mistakes, so every routine we build has a person checking anything that matters before it is sent, paid, filed or entered into your accounts. We don't give accounting, tax or legal advice, and Happy Webs isn't responsible for losses or decisions that come from the assistant's output. Your accountant and your accounting software remain the record for HMRC. ### Do you come to us or do it remotely? Either. A two hour remote session suits a small office that wants to get going. A half day on site works better when several people need training at once or the paperwork lives on paper. We are based in Tameside and travel UK wide; travel beyond 30 miles is quoted up front.