Stop Juggling 10+ Tools

Run Your Entire Business From One Intelligent Platform

Manage clients, finances, appointments, tasks, documents, and more—all powered by AI. WhizzIQ replaces your entire software stack.

Trusted by thousands of entrepreneurs and small businesses worldwide
WhizzIQ Dashboard
The Problem

Too Many Tools. Too Much Chaos.

Most businesses juggle 10+ disconnected tools—CRM, accounting, scheduling, documents, passwords, email marketing. The result? Data silos, wasted hours, and bills that add up to hundreds monthly.

The Solution

Everything Your Business Needs, One Platform

WhizzIQ is the first true all-in-one business operating system. We didn't just bundle features—we built an intelligent platform where everything connects seamlessly.

From your first client contact to your year-end tax filing, WhizzIQ handles it all. No more jumping between apps. No more data entry twice. No more wondering where that important file went.

One login. One dashboard. Complete control.

All-in-One Platform
Complete Business Management

Every Tool You Need to Grow

Replace your entire software stack with one intelligent platform designed specifically for entrepreneurs and small businesses.

CRM & Sales Pipeline

Manage unlimited contacts, track deals through your pipeline, score relationships, and never miss a follow-up. AI helps identify your hottest leads.

Financial Management

Create professional invoices, track expenses, manage cash flow, and get real-time profit/loss insights. AI auto-categorizes expenses and optimizes taxes.

Smart Scheduling

Automated booking with calendar sync (Google, Outlook, iCloud), Zoom integration, recurring appointments, and aftercare workflows. Let clients book 24/7.

Document Vault

Secure storage for contracts, receipts, and files with AI analysis, OCR text extraction, version control, and smart search. Never lose an important document again.

Task & Goal Management

AI-powered task prioritization, goal tracking with OKRs, kanban boards, and automatic task extraction from documents and emails. Stay focused on what matters.

Secure Password Vault

Military-grade encrypted storage for all your business passwords. Password health monitoring, breach detection, and automatic update reminders keep you secure.

AI-Powered Features
Powered by Artificial Intelligence

Your AI Business Co-Pilot

WhizzIQ doesn't just store your data—it understands it and helps you make smarter decisions.

  • Auto-categorize expenses and identify tax deductions
  • Extract tasks automatically from documents and emails
  • Generate SWOT analyses and risk assessments
  • Forecast revenue and detect financial anomalies
  • Optimize your taxes with intelligent deduction tracking
  • Prioritize tasks based on impact and urgency
Never Stress About Taxes Again

Built-In Tax Optimization

Most businesses overpay on taxes because they don't track deductions properly. WhizzIQ automatically identifies every tax-deductible expense and organizes your documents for filing.

With AI-powered tax optimization, OCR document scanning, and automated forecasting, you'll maximize deductions and be ready for tax season in minutes, not weeks.

💡 Pro & Premium plans only

Full tax features including AI optimization, OCR scanning, and unlimited document storage.

Tax Management
Connects With Your Existing Tools

Seamless Integrations

WhizzIQ works with the tools you already use, making migration painless.

Google Calendar

Zoom

Outlook

Stripe

WhatsApp

Mailgun

Simple, Transparent Pricing

Choose Your Plan

Start with what you need today. Upgrade as you grow. All plans include core features—higher tiers unlock AI superpowers and unlimited resources.

Starter

$29.99
/ month
  • 500 Contacts
  • 25 Deals
  • 100 Tasks
  • 50 Monthly Invoices
  • 50 Passwords
  • Unlimited Appointments
  • 5 Email Templates
  • 1GB Document Storage
  • 20 AI Requests/day
  • Standard Support
Buy Starter
Most popular

Pro

$39.99
/ month
  • Unlimited Contacts & Deals
  • Unlimited Tasks & Invoices
  • 200 Passwords
  • Contact Segmentation
  • Tax Management
  • Goals & OKR Tracking
  • Calendar & Zoom Integration
  • Import/Export Data
  • 5GB Document Storage
  • 75 AI Requests/day
  • Priority Support
Buy Pro

Premium

$49.99
/ month
  • Everything in Pro, plus:
  • Unlimited Storage & Passwords
  • 18 AI-Powered Features
  • AI Email Generation
  • AI Document Analysis
  • AI Task Extraction
  • SWOT & Risk Analysis
  • Revenue Forecasting
  • Tax Optimization AI
  • QuickBooks/Xero Integration
  • 200 AI Requests/day
  • Premium Support (4-hour response)
Buy Premium

Starter

$299.90
/ year
  • 500 Contacts
  • 25 Deals
  • 100 Tasks
  • 50 Monthly Invoices
  • 50 Passwords
  • Unlimited Appointments
  • 5 Email Templates
  • 1GB Document Storage
  • 20 AI Requests/day
  • Standard Support
Buy Starter
Most popular

Pro

$399.90
/ year
  • Unlimited Contacts & Deals
  • Unlimited Tasks & Invoices
  • 200 Passwords
  • Contact Segmentation
  • Tax Management
  • Goals & OKR Tracking
  • Calendar & Zoom Integration
  • Import/Export Data
  • 5GB Document Storage
  • 75 AI Requests/day
  • Priority Support
Buy Pro

Premium

$499.90
/ year
  • Everything in Pro, plus:
  • Unlimited Storage & Passwords
  • 18 AI-Powered Features
  • AI Email Generation
  • AI Document Analysis
  • AI Task Extraction
  • SWOT & Risk Analysis
  • Revenue Forecasting
  • Tax Optimization AI
  • QuickBooks/Xero Integration
  • 200 AI Requests/day
  • Premium Support (4-hour response)
Buy Premium

Compare Plans

See exactly what's included in each plan

Feature Starter Pro Premium
Contacts 500 Unlimited Unlimited
Appointments Unlimited Unlimited Unlimited
Invoices 50/month Unlimited Unlimited
Document Storage 1 GB 5 GB Unlimited
AI Requests/Day 20 75 200
Tax Features ✓ Basic ✓ AI-Powered
Calendar Integration
AI Document Analysis
FAQ

Frequently Asked Questions

Everything you need to know about WhizzIQ

What exactly is WhizzIQ?

WhizzIQ is an all-in-one business operating system designed specifically for entrepreneurs, freelancers, and small businesses. Instead of juggling 10+ different tools (CRM, accounting software, scheduling apps, document storage, password managers, etc.), WhizzIQ combines everything into one intelligent platform.

Think of it as your complete business command center—from managing client relationships and creating invoices to scheduling appointments and filing taxes, all powered by AI to help you work smarter, not harder.

How is WhizzIQ different from other business software?

Most business software forces you to piece together multiple disconnected tools: Salesforce for CRM, QuickBooks for accounting, Calendly for scheduling, Dropbox for files, LastPass for passwords, etc. This creates data silos, duplicate entry, and subscription fatigue.

WhizzIQ is the first true all-in-one platform where everything connects seamlessly. When you create an invoice, it links to the client, tracks revenue, updates your financial metrics, and sets a follow-up reminder—all automatically. Plus, our AI layer understands your data and helps you make better decisions.

Do I really need all these features?

You might not use every feature on day one, but as your business grows, you will. That's the beauty of WhizzIQ—you start with what you need today (maybe just invoicing and appointments), and unlock more capabilities as you scale.

Even if you only use 50% of the platform, you're still replacing 5+ separate subscriptions at a fraction of the cost. And everything is already integrated, so there's no painful migration when you're ready to add CRM, document management, or tax optimization.

What makes the AI features special?

Our AI doesn't just add a chatbot—it deeply integrates into your workflows to save you hours of manual work:

  • Automatically categorizes expenses and identifies tax deductions
  • Extracts action items from documents and meeting notes
  • Generates SWOT analyses and business insights from your data
  • Forecasts revenue trends and detects financial anomalies
  • Optimizes tax strategies based on your spending patterns
  • Scores leads and prioritizes tasks by impact

It's like having a smart business consultant working 24/7 in the background.

Can WhizzIQ really replace my accountant?

WhizzIQ doesn't replace your accountant—it makes them more efficient (and cheaper). The platform automatically tracks every expense, categorizes transactions, identifies deductions, and organizes all your tax documents.

When tax season comes, you can hand your accountant a complete, organized package instead of a shoebox full of receipts. This reduces their billable hours significantly. For simple businesses, our Premium plan even includes tools to file basic taxes yourself, though we always recommend consulting a professional for complex situations.

Is my data secure?

Absolutely. We take security seriously:

  • Military-grade encryption for sensitive data (passwords, financial info)
  • Two-factor authentication (2FA) for all accounts
  • Regular security audits and penetration testing
  • Compliant with GDPR, SOC 2, and industry standards
  • Daily encrypted backups
  • Role-based access controls for teams

Your business data is yours alone. We never sell or share it with third parties.

What if I'm already using QuickBooks/Salesforce/etc.?

We make migration painless with CSV/Excel import tools for contacts, invoices, and other core data. You can also run WhizzIQ alongside your existing tools initially and gradually transition features over time.

Many customers start by using WhizzIQ for just scheduling and client management, then migrate their financial data over a few months once they're comfortable. There's no rush—use the integration approach that works for your business.

Do you offer a free trial?

Yes! Every plan includes a 14-day free trial with full access to all features. No credit card required to start. Test drive the entire platform, import your data, and make sure WhizzIQ is the right fit before committing.

If you need more time to evaluate, just reach out to our support team. We want you to be confident in your decision.

What kind of support do you provide?

All plans include:

  • Starter: Email support with 24-48 hour response time + comprehensive documentation
  • Pro: Priority email support with 12-hour response time + video tutorials
  • Premium: Premium support with 4-hour response time + dedicated account manager + onboarding call

Plus, our Help Center includes step-by-step guides, video tutorials, and FAQs to help you get the most out of WhizzIQ.

Can I cancel anytime?

Yes, absolutely. All plans are month-to-month with no long-term contracts. You can cancel anytime from your dashboard. If you cancel, you'll have access until the end of your current billing period, and you can export all your data before leaving.

We also offer annual plans with significant discounts (save up to 20%) if you want to commit for a year.

Who is WhizzIQ best for?

WhizzIQ is designed for:

  • Freelancers and solopreneurs managing clients and projects
  • Small business owners (1-50 employees) needing complete business management
  • Service-based professionals (consultants, coaches, agencies)
  • Entrepreneurs who want data-driven insights to grow faster
  • Anyone tired of juggling multiple subscriptions and tools

If you're currently using 5+ different business tools, WhizzIQ can probably replace most of them while saving you time and money.