Beautiful Financial Software
Financial best practices built in!
Automate Financial Processes and Enhance Efficiency
Automate complex financial processes, including medical billing and collections, through email, online platforms, 837i and p formats, and self-pay statements. Experience streamlined invoicing and improved efficiency as you automate these processes, reducing manual tasks and enhancing accuracy in billing and collections.
Improve Financial Management and Boost Client Satisfaction
Effortlessly track every invoice and deadline with reminders, offer convenient payment options via credit card or ACH, provide a client portal, and utilize a tickler system. Experience streamlined collections and enhanced payment follow-up, ensuring efficient payment management and improved cash flow for your business.
Simplify Financial Management with Ease
Simplify expense tracking, manage point-of-sale transactions, automate recurring payments, and accept payments on the go with a mobile card reader seamlessly. Experience effortless financial management as you simplify these processes with our all-in-one software solution.
Optimize Payroll Management and Ensure Compliance
Optimize your payroll management and ensure accurate and timely payments with our efficient software. Experience automated calculations, tax deductions, and compliance requirements, enabling streamlined payroll processes and peace of mind in meeting regulatory obligations.
Enhance Financial Reporting Efficiency
Simplify complex financial reporting effortlessly. Gain valuable insights with our intuitive reporting feature, enabling you to make informed financial decisions and effectively communicate key information to stakeholders.
Features ready to use at signup:
Financial Oversight
Make sure all of your financial governance is handle correctly, including contract management, tax returns, and audits.
Collections & Appeals
Oversee all of your collections activities in one place, with tickler systems and invoice tracking that make collections a breeze.
Taxes & Insurance
Keep all of your tax and insurance documents, files, deadlines, and forms in one structured, secure system.
Phone & Email Templates
With our integrated phone and email capabilities, you can use our best-practice templates to quickly communicate with clients and stay on brand and compliant!
Invoicing
Send invoices by email, paper, and more when using our customizable invoicing module.
Accounting
A best practices chart of accounts is included, allowing you to quickly keep your accounting current, structured, and secure in one place.