AI bookkeeping, tax intelligence, Super CRM, and financial advisors — all purpose-built for entrepreneurs, freelancers, and small business owners.
These four problems cost small businesses an average of 15 hours a month and thousands in missed deductions.
Shoebox receipts, missed invoices, cash vs accrual confusion. Most small business owners are running their finances on vibes — and it shows at tax time.
The average small business owner misses $12,000+ in legitimate deductions. Cipher, our tax AI, catches every dollar you're leaving on the table.
Contacts in your phone, deals tracked in a spreadsheet, follow-ups forgotten. Your Super CRM keeps every client relationship organized and revenue-generating.
Tax deadlines, payroll compliance, business filings, contractor 1099s — the paperwork never stops. We handle it so you can focus on your business.
Strategy, tax, behavioral patterns, and debt recovery — your AI C-suite works 24/7 so you don't have to.
Business Strategy
Builds long-term business financial strategy — revenue modeling, growth planning, and financial goal architecture.
Tax Intelligence
Finds every deduction, optimizes your tax strategy, and keeps your business tax-compliant year-round.
Cashflow Behavior
Spots the spending patterns and cashflow behaviors that quietly drain your business — then builds better habits.
Business Debt Recovery
Eliminates business debt strategically — sequencing payoffs, negotiating terms, and freeing up cashflow.
Every module works independently. Together they form the most complete small business financial platform ever built.
AI Advisors
Your AI Financial C-Suite
Nova handles business strategy, Cipher handles tax optimization, Echo spots cashflow behavior patterns, and Tundra eliminates business debt.
Psychnex Books
AI-Powered Bookkeeping
Automated transaction categorization, P&L statements, cash flow reports, invoice management, and expense tracking. Clean books, always.
Tax Center
Business Tax Intelligence
Estimated quarterly taxes, business deductions, Schedule C prep, contractor 1099s, and human CPA review when you need it.
Super CRM
Client & Deal Management
Track contacts, manage deals through your pipeline, automate follow-ups, generate proposals, and close more business.
Protection Hub
Business Protection & Legal
Business insurance reviews, entity structuring advice, contract templates, and access to licensed attorneys through our specialist network.
Forever Learning
Business Financial Education
Ongoing financial education tailored to small business owners. Tax law updates, financial strategy workshops, and CE credits for licensed professionals.
QuickBooks does bookkeeping. Psychnex does bookkeeping + tax + CRM + AI advisors + protection + behavioral finance. It's not even close.
Hypothetical scenarios — not testimonials from real users. Psychnex launched in April 2026 and is in its founding stage. These examples illustrate what the platform is built to help users accomplish based on its actual capabilities.
Hypothetical Scenario A
Freelance Consultant
"A freelance consultant spending 6+ hours monthly on bookkeeping could use Psychnex Books to automate transaction categorization — potentially reducing that to under 30 minutes. Cipher's tax AI could surface overlooked home-office and equipment deductions."
Hypothetical Scenario B
E-Commerce Business Owner
"An e-commerce owner managing clients in spreadsheets could use Super CRM + Psychnex Books to consolidate contacts, deals, and financials in one place — improving pipeline visibility and follow-up consistency."
Hypothetical Scenario C
Solo Practice Professional
"A solo practitioner anxious about quarterly tax deadlines could use Cipher to auto-estimate payments throughout the year, set aside the right amounts, and avoid underpayment penalties."
The Business plan replaces QuickBooks + Salesforce Essentials + a part-time bookkeeper. For $149/month.
Business Plan
14-day free trial included · Up to 10 team members
14-day free trial · No credit card required · Cancel anytime
Need more? See Enterprise Plans
The Business plan is purpose-built for entrepreneurs and small business owners. Try it free for 14 days — no credit card needed.
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