Catch-Up Bookkeeping for Medical & Dental Practices.
Track insurance reimbursements, supply costs, and payroll with professional bookkeeping.
Built for Medical Practices
We Understand Your Business
Insurance Reimbursements
Payments from multiple insurers at different rates? We reconcile all insurance reimbursements for accurate revenue tracking.
Supply & Equipment Costs
Medical supplies and equipment eating into margins? We categorize all expenses for accurate cost analysis.
Payroll & Staffing
Complex payroll with multiple providers? We help organize staffing costs by department or role.
How It Works
From Statement to P&L in 4 Simple Steps
Upload Your Statements
Drag and drop your bank statements in PDF, CSV, or text format. We support all major US banks.
AI Categorizes Everything
Our AI reads every transaction and categorizes it using industry-specific categories across 32 industries.
Review & Confirm
Review the AI’s work, adjust any categories, flag personal transactions, and confirm everything looks right.
Download Your Reports
Get a professional P&L Statement, a detailed P&L showing every transaction under each category, and a Cash-Based Balance Sheet. Print to PDF, download as CSV, or share with your accountant.
Ready to get your medical practices books in order?
Upload 1 bank statement for free. Get a professional P&L in minutes.
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