Manage clients, finances, appointments, tasks, documents, and more—all powered by AI. WhizzIQ replaces your entire software stack.
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.
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.
Replace your entire software stack with one intelligent platform designed specifically for entrepreneurs and small businesses.
Manage unlimited contacts, track deals through your pipeline, score relationships, and never miss a follow-up. AI helps identify your hottest leads.
Create professional invoices, track expenses, manage cash flow, and get real-time profit/loss insights. AI auto-categorizes expenses and optimizes taxes.
Automated booking with calendar sync (Google, Outlook, iCloud), Zoom integration, recurring appointments, and aftercare workflows. Let clients book 24/7.
Secure storage for contracts, receipts, and files with AI analysis, OCR text extraction, version control, and smart search. Never lose an important document again.
AI-powered task prioritization, goal tracking with OKRs, kanban boards, and automatic task extraction from documents and emails. Stay focused on what matters.
Military-grade encrypted storage for all your business passwords. Password health monitoring, breach detection, and automatic update reminders keep you secure.
WhizzIQ doesn't just store your data—it understands it and helps you make smarter decisions.
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.
WhizzIQ works with the tools you already use, making migration painless.
Google Calendar
Zoom
Outlook
Stripe
Mailgun
Start with what you need today. Upgrade as you grow. All plans include core features—higher tiers unlock AI superpowers and unlimited resources.
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 | — | — | ✓ |
Everything you need to know about 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.
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.
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.
Our AI doesn't just add a chatbot—it deeply integrates into your workflows to save you hours of manual work:
It's like having a smart business consultant working 24/7 in the background.
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.
Absolutely. We take security seriously:
Your business data is yours alone. We never sell or share it with third parties.
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.
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.
All plans include:
Plus, our Help Center includes step-by-step guides, video tutorials, and FAQs to help you get the most out of WhizzIQ.
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.
WhizzIQ is designed for:
If you're currently using 5+ different business tools, WhizzIQ can probably replace most of them while saving you time and money.