Therapy practice accounting software on your firm’s platform

Insurer payments arrive in batches, patient copays come by card and some clients prepay for session packages. Bank reconciliation matches each deposit to statements, and your reviewers flag deposits that need remittance detail from the practice. AI categorisation handles rent, continuing education and office supplies.

Practices appear in your console with their close progress and any items awaiting a reviewer. Your team knows which owner still needs to send deposit detail before the monthly report is finished, and can ask the front desk for it while the details are still fresh.

• Reconcile insurer, patient and package payments
• Record clinician payments consistently
• Code rent, education and supply costs
• Send owners a branded monthly report

Group practices may pay clinicians as employees, on a revenue split or as independent contractors. Your team records those payments consistently, while classification, payroll filings and any compensation calculations remain the owner’s and your firm’s responsibility. Patient clinical records stay in the practice’s own systems.

Owners with several locations or a separate billing company can use higher plans with multi-entity books, keeping each clinic’s results distinct and comparable. Your firm can add reviewers without per-seat charges as the list of wellness practices you serve grows.

Each practice sits on a published HelloBooks plan, and your firm is discounted on every client plan. HelloBooks bills your firm and only your firm. You set a fee per clinician or per practice and invoice the owner under your own brand.

Your firm owns the practice data and can export it when an owner sells, brings in a partner or opens another location with outside financing. Founding firms can apply now, which suits accountants already serving a group of therapy and wellness clinics.

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.