# Persona Business Management OS > All-in-one business management platform for independent owners. (iPhone/iPad app by Persona Inc..) - Source: https://appshunter.io/ios/app/persona-business-management-os/id1576398799 (this page in markdown: same URL + `.md`) - Developer: [Persona Inc.](https://appshunter.io/developer/1135062280) - Category: Finance, Productivity - Price: Free - Rating: 4.75/5 from 16 App Store ratings · 13 written reviews indexed - Age rating: 4+ - Requires: iOS 11.0 · 40 MB - Languages: English - Released: 2021-09-23 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/persona-business-management-os/id1576398799/reviews.md ## What is 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 (we'll 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 ## Key features - Online booking site - Appointment scheduling - Payment collection - Free invoicing - Client CRM - Business analytics - Tax management tools ## Recent user reviews (10 of 13) All indexed reviews: https://appshunter.io/ios/app/persona-business-management-os/id1576398799/reviews.md ### 5/5 — Great organization app *2023-05-16* I had big organization issues with my business until I found this app. Now that I have this app my management and organization skills have greatly improved. It has a lot of useful features for ajy business to keep on track and it's very easy to use. ### 5/5 — Excellent App *2023-04-14* This is an amazing app that has many great features added to it. For example, you can set up reminders for payment collection, there is a online booking platform added to it, and the best part about this app is that it’s especially designed for all self-employed professionals in this world. I would highly recommend this app for any new businessperson, I promise you will definitely love it, thanks! ### 5/5 — Saved my business *2023-03-12* I had so many issues with my business because I was unorganized. This app has saved me time and from so much frustration, especially with scheduling. I definitely recommend this app if you have a business. ### 5/5 — Amazing App *2022-09-21, version 2.2.1* It’s amazing app, everything it’s wonderful. This app has helped me too much. ### 1/5 — Scam *2022-06-16, version 2.2.1* Disregard those fake reviews this company hold $1900 from my business and won’t refund or give my customer back they money back never put your trust in a company to help run your business that don’t have a legit customer service rep to communicate with ### 5/5 — Support above all *2022-04-22, version 2.2.0* The app is very useful, but the best thing here is the persona support team. Super available and great at being there for when I need them. I specifically would like to call out Josh from the team for an amazing job done! ### 5/5 — The Best! *2022-01-31, version 1.2.0* Saved my business when my iPad got fried. Persona has cloud storage built in, and it’s a function I always took for granted until recently. A power surge fried my iPad and I thought I had lost everything. When I got my new iPad, and downloaded the app, ready to rebuild everything, I was so happy to find everything waiting for me once I logged in. Truly an amazing function. ### 5/5 — Game Changer ! *2022-01-31, version 1.2.0* Love this, these guys rock ! ### 5/5 — Persona made my life so much easier! *2022-01-30, version 1.2.0* No more credit card stalls. I used to use another payment processor (who will remain unnamed, but rhymes with shmayshmall) and ran into near constant issues of slow processing times, slow clearance times, and general errors that almost made me want to quit. As an entrepreneur, I don’t have a billing department to help me, but with Persona, it’s almost like I do. ### 5/5 — Thank god I found this app! *2022-01-30, version 1.2.0* A COVID lifesaver. This app has helped me handle the ever changing restrictions of our new world with grace and ease. By seamlessly helping me streamline my classes, and switch from cash only to credit card processing, the app has helped me stay connected with my customers during these unprecedented times. ## Frequently asked questions about Persona Business Management OS ### What is Persona Business Management OS? Persona Business Management OS is a free, all-in-one platform designed to help independent business owners manage appointments, collect payments, send invoices, track clients, and handle taxes. It aims to simplify business operations and financial management. ### Is Persona Business Management OS free to use? Yes, Persona Business Management OS is 100% free to use. The platform offers a suite of business tools without any upfront costs or subscription fees. ### What kind of payment options does Persona Business Management OS support? Persona Business Management OS supports seamless payment collection and credit card processing through invoices or quick charges. It also allows users to charge clients for subscriptions and keep client credit cards on file for convenience. ### How does Persona Business Management OS help with taxes? Persona Business Management OS includes tax tools for tax automation and optimization. It helps tag business transactions to save on taxes, automatically allocates a percentage of income for future tax payments, and can auto-create a filled-out Schedule C form. ### What are the security features of Persona Business Management OS? While specific security features are not detailed, the app offers a fully mobile business banking experience and allows for secure payment collection. It also provides a free business credit card with no minimum balance or fees. ### How often is Persona Business Management OS updated? The latest version of Persona Business Management OS is 2.2.1, which was last updated on May 2, 2022. This indicates a relatively consistent update schedule for the application. ### What devices is Persona Business Management OS available on? Persona Business Management OS is available on iPhone, iPad, and iPod devices. It is designed for mobile business management on iOS platforms. ### What is the user sentiment for Persona Business Management OS? Users generally have a very positive sentiment towards Persona Business Management OS, as indicated by its high rating of 4.8 stars from 16 ratings. This suggests users find the app effective and valuable for their business needs. ## Version history (last 1 release) ### 2.2.1 — 2022-05-02 - Bug fixes - Stability - Better performance ## Apps similar to Persona Business Management OS | App | Rating | Price | Category | | --- | --- | --- | --- | | [Maxwell Point-of-Sale](https://appshunter.io/ios/app/maxwell-point-of-sale/id1622058880) | — | Free | Finance | | [Impactfully](https://appshunter.io/ios/app/impactfully/id1620561320) | 5.0 (3) | Free | Finance | | [LlenaTuPlanilla.com](https://appshunter.io/ios/app/llenatuplanillacom/id1605417660) | — | Free | Finance | | [Kopter-Profi Versicherung](https://appshunter.io/ios/app/kopter-profi-versicherung/id1588241860) | — | Free | Finance | | [SEAT Financial Vault](https://appshunter.io/ios/app/seat-financial-vault/id1606211000) | — | Free | Finance | | [Pague Menos SuperMarket](https://appshunter.io/ios/app/pague-menos-supermarket/id1579949040) | — | Free | Finance | ## More apps by Persona Inc. - [Clyr - Expense Management](https://appshunter.io/ios/app/clyr-expense-management/id6443477089) - [Clyr - Expense Management](https://appshunter.io/ios/app/clyr-expense-management/id6737986821) All apps by Persona Inc.: https://appshunter.io/developer/1135062280 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*