Persona Business Management OS

Persona is the assistant you never had to hire and the #1 business management platform for independent business owners.
Signing up takes less than a minute.

Persona comes complete with a solution for appointment scheduling, payment collection, credit card processing, free invoicing, client management CRM, business analytics, expense management, tax calculation, and tax management tools (well even generate your Schedule C and make IRS payments!), as well as your own online booking site to share with your clients.

FREE EASY-TO-USE BUSINESS TOOLS

-Create an online booking link you can send to your clients with a single click

-Client scheduling at pre-defined timeslots

-Business analytics that show business revenue and expenses

-Client CRM with client notes, data and overall revenue

-Up to 10% cashback at 1,000+ merchants using the Persona Business Card.

COLLECT CLIENT PAYMENTS SEAMLESSLY

-Easy payment collection and credit card processing to charge your clients via invoices or quick charge

-Make invoices using our free invoice maker and send them to your clients

-Charge clients for subscriptions

-Keep client credit cards on file

TAX TOOLS, TAX AUTOMATION AND TAX OPTIMIZATION

-Save up to 15% on taxes by tagging business transactions seamlessly

-Automatically allocate a percentage of incoming transactions to a future tax payment

-A tax calculator that tells you exactly what your future tax liability amount is at any given moment

-Auto create filled-out Schedule C form at a click of a button

EASY SIGN UP IN UNDER 60 SECONDS

-No credit check

-Fully mobile business banking experience

-Free business credit card

-Card shipped to your doorstep for free

-No minimum balance and no fees

-Persona is 100% free,

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