Psylio

What Psylio does

Psylio is a web-based practice management SaaS platform operated by Optania Éducation Inc., a privately held Canadian corporation headquartered in Saguenay, Quebec. The platform targets helping professionals across Quebec and Canada — including psychologists, social workers, sexologists, psychoeducators, career counsellors, and specialized educators — as well as the school organizations, private clinics, and non-profits that group them. It bundles five integrated modules (Recordkeeping, Scheduling & Appointment Management, Invoicing & Bookkeeping, Professional Collaboration via multi-spaces, and a Client Portal) into a single subscription product, supplemented by a public-facing practitioner marketplace called Jade (jade.psylio.com) and a Toolbox of downloadable professional resources.

The platform is hosted on AWS infrastructure in Montreal with AES-256 and Eksblowfish encryption at rest and TLS/SSL in transit, and aligns its security posture with OWASP ASVS V4.0. It holds GDPR and CCPA compliance posture, supports multi-factor authentication, and exposes calendar export to Google, Apple, and Outlook with embedded video-conference links. The firm ships platform updates on a weekly cadence, and the change log shows continuous feature evolution — recent additions include secure document sending with electronic signatures, Teams and Manager roles for school organizations, a redesigned finance module with automatic Canadian tax calculation, and a redesigned multi-spaces collaboration interface.

Psylio operates a self-serve, product-led growth motion with a free tier for up to five client records and a credit-card-free signup, alongside freemium-to-paid subscription plans for solo practitioners and group organizations. The company is bootstrapped with no disclosed external funding and reports a headcount of 11-50. Demand generation rests primarily on Quebec professional-association endorsements (ADOQ, ACOP, AEESQ, ASPED, ASQ), university partnerships (TÉLUQ, UQAC, UQAM), an active Facebook community group, and content marketing via the Psylio blog and Toolbox.

Name

Psylio

Legal name

Optania Éducation Inc.

Website

https://psylio.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Psylio is a Quebec-based SaaS practice management platform for Canadian helping professionals — solo practitioners, school organizations, and private clinics — providing recordkeeping, scheduling, invoicing, team collaboration, and a client marketplace (Jade), sold via subscription with a freemium tier.

Ownership category

akta.pro rank

Headquarters

HQ city

Sacré-coeur-saguenay

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription (SaaS): Monthly or annual subscription plans for individual practitioners (solo) and group organizations (private clinics, schools). Free tier for up to 5 records. Subscription tiers include limits on number of users, storage capacity, and feature access.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Psylio is a web-based SaaS practice management platform built for helping professionals (psychologists, social workers, sexologists, psychoeducators, psychotherapists, career counsellors). It combines secure clinical recordkeeping, scheduling and appointment management, invoicing with automatic Canadian tax calculation, multi-professional collaboration, and a client portal within a single application hosted on AWS in Canada.

Product overview

Psylio is a comprehensive practice management platform for professionals in helping fields, comprising a core web application with five integrated modules: Recordkeeping, Scheduling & Appointment Management, Invoicing & Bookkeeping, Professional Collaboration (multi-spaces), and Client Portal. The platform supports independent practitioners, school organizations, and private clinics/non-profits. A companion sub-brand called Jade serves as a professional finder marketplace. The company also provides a Toolbox of downloadable resources including intervention tools, accounting calculators, professional development materials, and legal/form templates.

Differentiator

Problem solved

Functional benefit

Brands

• Jade: A professional directory platform that helps clients find and connect with helping professionals, book appointments, and access resources. Operated at jade.psylio.com.

Products and services

• Psylio Practice Management Platform Web-based SaaS practice management platform for helping professionals (psychologists, social workers, sexologists, psychoeducators, psychotherapists, career counsellors) that combines secure clinical recordkeeping, scheduling and appointment management, invoicing with Canadian tax calculation, multi-professional collaboration (multi-spaces), and a client portal. Sold as a subscription with freemium entry to solo practitioners, group organizations, school organizations, and private clinics.
• Jade Practitioner Finder Public-facing professional directory and appointment-booking marketplace that helps clients find and connect with helping professionals based on their situation and availability. Functions as both a practitioner discovery tool and a demand-generation channel for the Psylio platform.

Quantifiable outcome

• 10,000+ professionals registered on the platform
• +3 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature8 records

Partnerships

13 partnerships are on record, tiered core and minor.

• Association des Orthopédagogues du Québec (ADOQ)coreGTM or Marketing PartnerADOQ has partnered with Psylio to recommend the platform to its orthopedagogue members as a compliant recordkeeping solution meeting legal and deontological standards. President Isabelle Gadbois publicly endorsed Psylio as an essential tool for orthopedagogues in both public and private practice.
• Association des conseillères·ers d'orientation du privé (A.c.o.P.)coreGTM or Marketing PartnerA.c.o.P. partnered with Psylio to provide its private career counselling members with an efficient practice management tool. Coordinator Nathalie Vachon endorsed Psylio as optimizing time and meeting OCCOQ recordkeeping standards.
• Association des éducatrices et éducateurs spécialisés du Québec (AEESQ)coreGTM or Marketing PartnerAEESQ is listed as a partner of Psylio, recommending the platform to its specialized education professional members for practice management.
• Association des psychoéducateur·trices du Québec (ASPED)coreGTM or Marketing PartnerASPED partners with Psylio to recommend the platform to its psychoeducator members as a compliant recordkeeping solution.
• Association des sexologues du Québec (ASQ)coreGTM or Marketing PartnerASQ partners with Psylio to endorse the platform to sexologist members for recordkeeping and practice management.
• Université TÉLUQcoreGTM or Marketing PartnerUniversité TÉLUQ (Université du Québec à distance) partners with Psylio and has endorsed the platform. Lecturer Marie-Ève Arseneault cited Psylio as client-centred, simplifying recordkeeping with fluid interaction, reducing time spent on documentation.
• Université du Québec à Chicoutimi (UQAC)minorGTM or Marketing PartnerUQAC is listed as a partner institution using or endorsing Psylio.
• Université du Québec à Montréal (UQAM)minorGTM or Marketing PartnerUQAM is listed as a partner institution using or endorsing Psylio.
• Amazon Web Services (AWS)coreTechnology or IntegrationAWS provides Psylio's server infrastructure and document storage, hosted in Montreal. All content uploaded by users is hosted on AWS servers. Data is encrypted at rest and in transit.
• StripecoreTechnology or IntegrationStripe processes online payments for Psylio subscriptions. Stripe collects billing information, name, address, sale type, amount, and payment method including credit card details.
• Postmark / SendGridcoreTechnology or IntegrationPostmark and SendGrid handle transactional email delivery for Psylio, including appointment notifications, invoices, and account communications.
• Zoho (CRM and Desk)coreTechnology or IntegrationZoho CRM manages customer conversations and tracking; Zoho Desk organizes and responds to support requests and manages the knowledge base.
• Bugsnag / SentrycoreTechnology or IntegrationBugsnag and Sentry monitor application errors, anomalies, and server performance to ensure platform reliability.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• WriteUpp: WriteUpp is practice management software for UK-based healthcare practitioners including physiotherapists, osteopaths, psychologists, and speech therapists, with notes, scheduling, invoicing, and SMS features. Comparable to Psylio in functionality and vertical focus, though operating in the UK market.
• Power Diary: Power Diary is practice management software for health clinics and solo practitioners with scheduling, clinical notes, invoicing, and telehealth. It directly mirrors Psylio's modular offering (recordkeeping, scheduling, invoicing, client portal) for SMB health and wellness practices.
• Jane App: Jane App is a practice management platform for health and wellness practitioners (chiropractors, physiotherapists, massage therapists, mental health clinicians) offering scheduling, charting, billing, and an online booking marketplace. It is the closest direct competitor to Psylio, serving overlapping SMB practitioner segments in Canada with a broader geographic and modality footprint.
• TherapyAppointment: TherapyAppointment is practice management software for therapists and counselors offering scheduling, electronic notes, billing, and a client portal. It is a direct peer in the mental health / private practice segment with overlapping feature scope to Psylio.
• CounSol.com: CounSol.com is practice management software for counselors, therapists, and social workers offering client records, scheduling, billing, and a client portal. It directly overlaps Psylio's recordkeeping + scheduling + invoicing modules for the social work and counseling segment.
• SimplePractice: SimplePractice is a leading practice management SaaS for solo health and wellness practitioners in the US, offering scheduling, notes, billing, telehealth, and a client portal. It is a directly comparable peer in terms of feature set, target user (private practice clinicians), and PLG go-to-market motion.
• Cliniko: Cliniko is a practice management system for allied health professionals (physio, chiro, massage, psychology) offering scheduling, clinical notes, billing, and patient records. Comparable to Psylio in module structure and solo/multi-practitioner target customer, though broader in clinical specialty coverage.
• TherapyNotes: TherapyNotes is a practice management and EHR platform for mental and behavioral health professionals, including scheduling, progress notes, billing, and telehealth. It is a direct peer for Psylio's mental health / psychotherapy user segment, though primarily US-focused.

Broad incumbents

• Kareo (Tebra): Kareo/Tebra is a broader practice management and EHR platform serving independent medical practices across multiple specialties, including scheduling, billing, charting, and patient engagement. It is a broader incumbent that overlaps Psylio's invoicing and recordkeeping modules for the SMB practitioner segment.
• DrChrono (Tebra): DrChrono (now part of Tebra) is an EHR and practice management platform for physicians and medical practices with scheduling, charting, billing, and telehealth. Comparable to Psylio's scheduling, recordkeeping, and invoicing modules, but targeted at physicians rather than Quebec helping professionals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/PsylioApp
• LinkedInlinkedin.com/company/psylio

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Psylio