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All-in-one healthcare practice management and EHR software with scheduling, telehealth, billing and an AI scribe.
AI-native EHR for therapists that generates progress notes and treatment plans while handling scheduling, telehealth, and billing.
Deploys pre-trained AI agents to automate healthcare operations like prior authorization, referrals, and revenue cycle.
AI clinical scribe and care assistant that drafts notes, codes and follow-up tasks for clinicians across specialties.
All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
Free trial available
Free trial available
No public pricing
No public pricing
Free trial available
- ✦Online booking and reminders
- ✦Client messaging (SMS and email)
- ✦Telehealth video
- ✦AI scribe and clinical notes
- ✦ePrescribe and treatment plans
- ✦Invoicing and insurance billing
- ✦AI-generated therapy notes in SOAP, DAP, BIRP, and other formats
- ✦AI treatment plan generation with 'Golden Thread' tracking
- ✦Automatic compliance/audit checking on notes
- ✦Session capture via audio, text, or upload
- ✦Built-in HIPAA-compliant telehealth video
- ✦Online scheduling with automated intake forms and reminders
- ✦Client billing with insurance and payment processing
- ✦Pre-trained AI agents for healthcare ops
- ✦Prior authorization and referrals automation
- ✦Benefits verification and records-request agents
- ✦Revenue integrity and payment-posting agents
- ✦Customizable agents for any workflow
- ✦No integrations required to deploy
- ✦Ambient transcription and automated clinical notes
- ✦Coding and clinical documentation support
- ✦Evidence answers with transparent citations
- ✦Customizable note templates
- ✦Task management and follow-up handling
- ✦Team and enterprise controls with EHR integration
- ✦Automatic syncing and categorization of transactions across linked accounts
- ✦AI assistant answering personalized questions grounded in the user's data
- ✦Automated budget creation and subscription cancellation tools
- ✦Investment portfolio tracking with benchmark comparisons
- ✦Financial forecasting and scenario modeling
- ✦Shared finance tracking for couples
- →Managing a health practice
- →Scheduling and reminding clients
- →Running telehealth sessions
- →Documenting notes and billing
- →Solo therapists wanting to cut documentation time after sessions
- →Group practices standardizing notes across multiple clinicians
- →Virtual mental health providers needing telehealth plus billing in one platform
- →Practices seeking automatic compliance checks on clinical documentation
- →Automating prior authorization
- →Speeding up benefits verification
- →Handling medical records requests
- →Streamlining revenue cycle and payment posting
- →Reducing clinical documentation time
- →Generating consultation notes and codes
- →Looking up cited clinical evidence
- →Coordinating care tasks across a practice
- →Tracking spending and net worth across multiple accounts in one place
- →Getting AI-answered questions about personal investments or budget status
- →Modeling how life decisions or market shifts affect future finances
- →Couples jointly managing shared spending and savings goals