General overview of all clients including notes, past engagements with your business, and how much money they’re bringing in.
No more chasing down people or paper. Enjoy robust invoicing, recurring payments, and one-off charges.
Make money even when you’re not working. Allow clients to book and pay for your services all through the platform, and watch your synced calendar fill up without lifting a finger.
No more dreading tax season. Turn on automatic tax write offs, calculate future tax liability in real time, generate schedule C, and automatically pay quarterly tax payments.
The best business checking account you can find as a business owner. No minimum balance, no transfer fees and no overdraft fees.
Know exactly how your business is doing at a glance by filtering the results you want to see to analyze what’s working and what’s not.
Persona was inspired by entrepreneurs like the one reading this sentence. It was created to empower business owners by giving them the tools they need to succeed. Rated 5-stars across the industry’s top review sites, and only going up from here.
“I started taking side clients here and there when I was trying to find my footing. I was scared to go fully on my own until I trialed Persona. Running my own business felt not only possible, but achievable. It gave me the confidence I needed to go off on my own and succeed.”
“When I’m with a client, I can’t answer or even acknowledge calls and texts. Persona lets me know my business is being run while I help clients achieve their best selves.”
“I used to feel scattered not having a home base as an entrepreneur. With Persona, my business feels more streamlined, secure, and serious. It’s legitimized me as a business owner.”
“Keeping tabs on deliveries, drivers, routes and invoices all became too much. Things were slipping through the cracks and I knew I needed a system update. Giving Persona a chance showed me a whole new side of business organization and brought me the peace of mind I had been looking for for a long time.”
“In front of my computer is not the place I want to be during the work day. I thrive off being in the field, working with my team, and ensuring my clients feel good about leaving nearly all their belongings with us. Knowing I’m not missing a beat of my business during that time is a luxury I didn’t know existed.”
No more crazy processing fees or delayed payments. With Instant Pay, get processed payments right away instead of waiting 2-3 business days.
Don’t need a full invoice? Send payment requests via Quick Charge. Structure individual payment plans, create and share estimates, and never worry about an unpaid balance again.
Persona keeps track of your expenses, transactions, and deductibles. Since these types of surprises are not the fun ones, we’ll auto-calculate what you owe in real-time and generate a Schedule C.
Best of all, we’ll make sure your money is transferred to the IRS automatically so that to-do doesn’t even have to show up on your list.
A smooth booking process means customers can do it all on their own. Persona allows them to see your real-time, updated availability so they can book when it works for them and you.
Enjoy fewer calls and texts so you can focus on getting the job done, taking time away from work, and simply living your life.
Your Persona checking account makes every swipe, transfer, and transaction more seamless than ever.
Nix your endless trips to the bank with your very own Persona Visa, transfer funds without question, and breeze through tedious tax work while watching the points and unlimited cashback funnel.
Oh, did we mention no fees or a minimum balance?
Your deposits and balance are FDIC insurance eligible. Sleep well knowing your money is secured by the US federal authorities.
Our financial partner’s security team is keeping guard 24/7. It doesn’t get much more secure than a bank so your data is safe with us.
You will not be held responsible for unauthorized charges.