Psychologists
Financial psychology platform with CRM, intake, behavioral assessments, and clinical follow-up integrated with practice finances.
Psychofinancial Platform
The Complete Psychofinancial Management Platform
Financial psychology software for psychologists, financial therapists, and planners. Manage clients, sessions, finances, and behavioral insights in one place — with multi-currency support for international clients.
✨ 7-day free trial · Cancel anytime
Everything you need in one place
Professional financial management and psychofinancial tools built for psychologists, financial therapists, and planners
Full CRM
Manage all your clients in one place. Complete history, intake forms, psychofinancial profiles, and more.
Smart Scheduling
Complete booking system with Google Calendar integration. Public link so clients can book directly.
Financial Management
Full control of revenue, expenses, payments, and billing. Payment automation integrations included.
Analytics & Reports
Detailed reports, progress charts, psychofinancial analysis, and insights to improve your outcomes.
Professional Proposals
Create personalized proposals, send to clients, and collect digital signatures — all in your workflow.
Psychofinancial Tools
Risk assessments, participation charts, financial portraits, and specialized behavioral analysis tools.
Financial behavior assessments
Assess financial behavior with automatic results and branded reports for your practice.
Multi-currency platform
Serve clients abroad with multi-currency support built into the platform.
Unlimited clients
Unlimited active clients — we do not charge per client seat.
Your brand on the URL
Free custom subdomain (e.g. yourbrand.flexo.app.br). Option to use your own domain (paid add-on) when you are ready.
Who is Flexo for?
The psychofinancial management platform chosen by professionals who blend money, behavior, and human care
Financial therapists
Complete software for financial therapists: scheduling, sessions, psychofinancial tools, billing, and reports to transform clients’ relationship with money.
Financial planners & advisors
Professional financial management with proposals, contracts, payments, and behavioral analysis — ideal for human-centered financial planning.
International practitioners
Serve clients in different countries and currencies with a multi-currency platform built to grow your psychofinancial practice globally.
Why choose Flexo?
Real benefits for financial psychology professionals who want to grow
Save Time
Automate repetitive tasks and focus on what matters: your clients. Cut admin time by up to 70%.
Grow Revenue
Improve financial control, reduce late payments, and get full visibility into your practice.
Security & Privacy
Privacy first: your data and your clients’ data are handled with care and regulatory compliance.
Easy to Use
Intuitive, modern interface. You do not need to be a tech expert to use Flexo.
Access Anywhere
100% responsive web platform. Works on desktop, tablet, or mobile.
Free custom subdomain
Use your brand in the address: free personalized subdomain (e.g. yourbrand.flexo.app.br). Own-domain white-label option available as a paid add-on.
Start today
Ready to transform your practice?
Join professionals who already use Flexo as their psychofinancial management platform to deliver an exceptional client experience.
✨ 7-day free trial · Full support