White-label accounting for medical practices that keeps physicians on track

Payer deposits arrive in batches that rarely match a single day of visits, and patient payments trickle in through several channels. Bank reconciliation lines deposits up against statements, and your staff note which batches still need a remittance check. AI categorisation takes the routine supply, lab and rent bills off the reviewer’s plate.

Your firm console lists each practice with its month-end close status and pending review items. A practice administrator who forgot to send the lab invoices shows up on the list early, so the monthly report goes out complete rather than with a footnote about missing bills.

• Reconcile payer and patient deposits
• Code medical supply, lab and equipment bills
• Review physician draws and distributions
• Deliver a short branded monthly report

Group practices divide overhead and income among partners using agreements your firm helps interpret. HelloBooks gives your team clean books to work from, and your firm remains responsible for partner allocations, compensation calculations and any tax or regulatory obligations that apply to the practice.

Patient information stays in the practice’s clinical systems; your bookkeeping focuses on deposits and expenses. Your firm can add unlimited staff with no per-seat charges, so the manager who handles physician partnerships and the bookkeeper who posts supply bills both work in the same branded platform.

Each practice stays on a published HelloBooks plan, and your firm gets a firm discount on every client plan. HelloBooks invoices only the firm. You price your healthcare bookkeeping yourself, per provider, per location or as one monthly fee, and bill the practice directly.

Practices that own their building in a separate company or run a surgery center alongside the clinic can move to higher plans with multi-entity support. Your firm owns the client data and can export it when a practice merges or sells. Founding firms are being accepted now.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.