Billing & finance
Get paid without the runaround
Record payments at the point of care, track outstanding balances, and see financial summaries by provider or service. Full invoicing and insurance claims are on the roadmap.
Honest scope
Capture cash at the point of care while we grow accounting depth carefully
Today’s finance workspace focuses on payments, balances, and summaries tied to visits. GL, insurance claims, and invoicing remain roadmap — we call that out so finance leaders can plan integrations.
Point-of-care payments
Record co-pays and packages against the encounter your team already documented.
Operational summaries
Daily totals and provider splits inherit from the same bookings scheduling owns.
Roadmap transparency
Placeholder screens stay labeled inside the product until APIs ship — marketing matches that posture.
Tied to visits
Ledger lines reference appointments, not orphan charges
Multi tender
Cash, card, and package credits supported where enabled
Plan-gated
Finance portal depth follows your Stripe entitlements
Workspace preview
Illustrative UI snapshot
Layout and labels are representative — your live workspace reflects your package, roles, and configuration.
Illustrative receivables snapshot — not tax advice.
Workspace
Billing and payments
Outstanding by bucket
Insurance pending · $12.4k
12 encounters awaiting ERA
Packages · $4.1k
6 prepaid bundles mid-consumption
Self-pay · $2.0k
Desk-entered balances verified nightly
Collected today (sample)
$7,850
Billing and payments
- Payment recording per appointment
- Financial summaries and daily totals
- Multiple payment method support
- Per-provider revenue tracking
Get started
Schedules, charts, and pipeline — in one workspace.
Join the waitlist to be contacted when a trial seat opens for your clinic type and region. Prefer a human conversation first? Talk to our team.