02 · Bookkeeping
Smart financial management for modern ABA clinics.
We bring the future of bookkeeping to your clinic. Our AI-powered system combines automation, accuracy, and expert oversight to deliver clean, reliable, real-time financial data, books that are up-to-date, audit-ready, and strategically useful, so you can focus on care, not spreadsheets.
- Insurance deposit+$18,420
- Payroll−$31,050
- Therapy supplies−$1,240
What's Included
Everything it takes, handled.
Automated bookkeeping enhanced by expert oversight, ensuring accuracy, efficiency, and real-time insights to guide smarter financial decisions.
Starting investment. Scales with transaction volume and the complexity of your practice.
Automated Transaction Management
Income and expenses are captured and categorized automatically, no long hours, delayed updates, or costly manual mistakes.
Real-Time Reconciliation
With real-time bank and payment reconciliations, you always know your true cash position.
Customized Financial Dashboards
Visual dashboards provide instant insight into revenue, expenses, and trends across your practice.
CPA Review & Oversight
Our CPA professionals oversee your books regularly, keeping everything accurate and compliant.
Secure Cloud Storage
All records are encrypted and safely stored in the cloud, accessible whenever you need them.
Outcomes
What clinics see when this is handled well.
Questions
Asked by founders like you.
Anything we didn't cover? Bring it to the strategy call, no pressure, no jargon.
Do we have to switch accounting software?
Almost never. We work on top of the tools you already use, QuickBooks Online and the platforms common in ABA practices, and layer automation and CPA oversight over them.
What does the AI actually do?
It captures and categorizes every transaction, reconciles bank and payment activity in real time, and flags anything unusual. Our CPA team reviews the output regularly, automation does the busywork, humans own the judgment.
How fast do our books close each month?
Days, not weeks. Most clinics are close-ready within three business days of month end, which means your dashboards and reports reflect reality while it's still actionable.
Is our financial data secure?
Yes. Records are encrypted in transit and at rest, stored in the cloud with access controls, and handled with the same care your clinical data demands.
Keep Exploring
Other ways we help clinics grow.
Let's Get Started
Ready to build financial clarity?
Let's show you exactly where your clinic can improve cash flow, profitability, and operational performance.