Psychnex for Small Business
Psychnex for Small Business

Run Your Business.
We'll Run
Your Books.

AI bookkeeping, tax intelligence, Super CRM, and financial advisors — all purpose-built for entrepreneurs, freelancers, and small business owners.

AI Bookkeeping
Tax Optimization
Super CRM
Every Owner Knows This

The Small Business Financial Struggle

These four problems cost small businesses an average of 15 hours a month and thousands in missed deductions.

Bookkeeping Chaos

Shoebox receipts, missed invoices, cash vs accrual confusion. Most small business owners are running their finances on vibes — and it shows at tax time.

Missed Tax Deductions

The average small business owner misses $12,000+ in legitimate deductions. Cipher, our tax AI, catches every dollar you're leaving on the table.

No CRM System

Contacts in your phone, deals tracked in a spreadsheet, follow-ups forgotten. Your Super CRM keeps every client relationship organized and revenue-generating.

Compliance Anxiety

Tax deadlines, payroll compliance, business filings, contractor 1099s — the paperwork never stops. We handle it so you can focus on your business.

Your AI Financial C-Suite

Four AI Advisors Built for Business

Strategy, tax, behavioral patterns, and debt recovery — your AI C-suite works 24/7 so you don't have to.

Nova AI advisor
24/7

Nova

Business Strategy

Builds long-term business financial strategy — revenue modeling, growth planning, and financial goal architecture.

Cipher AI advisor
24/7

Cipher

Tax Intelligence

Finds every deduction, optimizes your tax strategy, and keeps your business tax-compliant year-round.

Echo AI advisor
24/7

Echo

Cashflow Behavior

Spots the spending patterns and cashflow behaviors that quietly drain your business — then builds better habits.

Tundra AI advisor
24/7

Tundra

Business Debt Recovery

Eliminates business debt strategically — sequencing payoffs, negotiating terms, and freeing up cashflow.

The Platform

Six Modules. One Platform.

Every module works independently. Together they form the most complete small business financial platform ever built.

01

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.

Business StrategyTax AICashflow AdvisorDebt Elimination
02

Psychnex Books

AI-Powered Bookkeeping

Automated transaction categorization, P&L statements, cash flow reports, invoice management, and expense tracking. Clean books, always.

P&L ReportsInvoicingExpense TrackingReconciliation
03

Tax Center

Business Tax Intelligence

Estimated quarterly taxes, business deductions, Schedule C prep, contractor 1099s, and human CPA review when you need it.

Quarterly TaxesDeductions1099sCPA Access
04

Super CRM

Client & Deal Management

Track contacts, manage deals through your pipeline, automate follow-ups, generate proposals, and close more business.

Deal PipelineClient TrackingFollow-upsProposals
05

Protection Hub

Business Protection & Legal

Business insurance reviews, entity structuring advice, contract templates, and access to licensed attorneys through our specialist network.

Business InsuranceEntity StructureLegal ShieldCompliance
06

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.

Business EducationTax UpdatesStrategy WorkshopsCE Credits

Why Not Just Use QuickBooks?

QuickBooks does bookkeeping. Psychnex does bookkeeping + tax + CRM + AI advisors + protection + behavioral finance. It's not even close.

Feature
Psychnex
Typical Accounting Software
Bookkeeping / P&L
Tax AI + Human CPA
CRM + Deal Pipeline
Business Protection Hub
AI Financial Advisors
Behavioral Finance Insights
Payroll Integration
Forever Learning Engine

Platform Capabilities in Action

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.

A

Hypothetical Scenario A

Freelance Consultant

Hypothetical

"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."

Potential: Significant deductions identified
B

Hypothetical Scenario B

E-Commerce Business Owner

Hypothetical

"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."

Potential: Improved deal tracking & close rate
C

Hypothetical Scenario C

Solo Practice Professional

Hypothetical

"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."

Potential: Fewer penalties, less tax stress
Business Pricing

Less Than Your Cheapest Employee

The Business plan replaces QuickBooks + Salesforce Essentials + a part-time bookkeeper. For $149/month.

Best for SMBs

Business Plan

$149/month

14-day free trial included · Up to 10 team members

Everything in Individual
Up to 10 team members
Business tax intelligence
Bookkeeping tools (PsychnexBooks Pro)
Business CRM + Deal Pipeline
Business cash flow & payroll
Receipt scanner AI
Business Tax Center + 1099 prep
Business Entity Structuring Advice
Priority Human Specialist Access
Start Your Free Business Trial

14-day free trial · No credit card required · Cancel anytime

🏗️

Stop Managing Finances. Start Growing Your Business.

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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