About Persona

The leading business and financial management solution for self-employed professionals.

Our Mission.

You already help everyone else. Persona was created to help you by taking over all the business and financial tasks you didn't start a business for.

Our Beliefs.

Welcome to Persona. We've got you covered.

The current self-employed professional's status quo isn't where it should be. You know it, we know it, and the old-school banks know it. The difference between us and them? We've done something about it. Enter Persona. We provide everything your retail bank provides and more. We help with payment tracking and collection, tell you how your business is doing, help you pay less in taxes AND save for what you do have to pay. We do it all so you can focus on what matters most — growing your business in a healthy, sustainable and predictable way.

Our Community.

The Persona community is a group of like-minded business owners who are united by their pursuit of success for themselves and their clients. This community did not have a robust financial solution to banking and collecting payments. They were also left behind when it came to getting rewards, cashback, and other perks. Today, this community is taking back control of its finances.

Our Values.


Quite frankly, traditional financial solutions suck. That's why there are no nasty surprises here. You know exactly what you're paying and when.

Ease of Use

Who has time for cumbersome interfaces and long processes? Persona is accessible, simple and easy to use — just like any financial tool should be.

Solve Problems

Raise your hand if payments go smoothly for you. How about knowing how much you've grown in the past 12 months? Persona solves both of these pain points and more.

Persona is the #1 management platform for independent business owners. it's 100% free, download it now.


Persona is the #1 management platform for independent business owners. Download it now, it's 100% free.

Skip to content