Connect your POS, QuickBooks, Slack and email to Claude for a single weekly planning view across your cafés
Juanny Romero, founder and CEO of Mothership Coffee Roasters, which runs six cafés plus wholesale and catering in Las Vegas, in an Anthropic Claude blog post (vendor)
Claude is connected to those systems and serves as the leadership team's workspace for forecasting and weekly planning, giving one consolidated view of all six locations.
Claude $17/mo billed annually ($20 monthly) · QuickBooks $38/mo (Simple Start; free plan and intro discounts available)
Medium · or we set it up for $197
Claude, QuickBooks, POS (system not named), Slack, Email
The problem
Her numbers were spread across the POS, QuickBooks, Slack and email, so she had no single weekly view of the business.
What happened
In-store margins rose to 22%, which Romero credits in part to tighter scheduling, ordering and inventory reporting. Self-reported.
Quoted in the source: Juanny Romero, founder and CEO, Mothership Coffee Roasters. Source: Claude blog: Claude for Small Business launches new workflows, integrations, and training programs (2026-09-15) · Added 2026-10-23.
How to set it up yourself
- What Mothership Coffee Roasters uses: Claude connected to its POS, Intuit QuickBooks, Slack and email, used as the leadership team's shared workspace for forecasting and weekly planning. The post doesn't name the POS or say which Claude plan they use.
- In Claude's settings, turn on the connectors you have (QuickBooks, Slack, your email). If your POS has no connector, export last week's sales, labor and item reports as CSV files instead.
- Create a Claude Project for weekly planning and add your targets: labor percentage, food and beverage cost, and par levels for each location.
- Each week, run the prompt below, then have managers review the scheduling and ordering changes it suggests before they act.
- Track in-store margin by location week over week to see whether tighter scheduling and ordering are paying off.
Copy-paste prompt
Using last week's data from {POS REPORT OR CONNECTOR}, QuickBooks, and our {SLACK CHANNEL OR EMAIL THREAD} notes, build a one-page weekly view for our {NUMBER} locations: sales vs. the same week last year, labor % against our {LABOR TARGET}, cost of goods against {COGS TARGET}, and inventory items above or below par. Then forecast next week's sales by location and day using {KNOWN EVENTS OR WEATHER}, and recommend specific schedule and order changes for each location. Flag any numbers you couldn't find instead of guessing.We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).
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Tools used
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-21)
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QuickBooks
Accounting software with AI-assisted bookkeeping features.
From $38/mo (Simple Start; free plan and intro discounts available) (checked 2026-10-21)
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Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-21) · QuickBooks: from $38/mo (Simple Start; free plan and intro discounts available) (verified 2026-10-21)
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