HIPAA-compliant bookkeeping for private practice. Built by a psychologist who got tired of bulky accounting software.
Start Free TrialFinancial tools for your practice
Connect your bank accounts and credit cards. Quickly sync your latest transactions.
Categorize similar transactions all at once instead of one by one.
Upload receipts by vendor group. Select a vendor to manage receipts for all their transactions.
See your practice finances at a glance with clear reports and visuals, including spending trends.
Give your accountant secure read-only or edit access to your financial data, depending on whether you have a BAA signed with them.
Secure financial management that meets all HIPAA requirements for Protected Health Information.
BookWise stores data in your Google Drive. You'll need a Google Workspace account (not free Gmail) with a signed BAA with Google.
A dedicated bank account for your practice, separate from personal finances.
Solo practices and group practices. Sole proprietors, LLCs, S-corps, and C-corps all work.
You work with your own accountant or handle your own taxes.
Meets all HIPAA requirements for Protected Health Information.
All data encrypted in transit and at rest.
All financial data stored in your own BAA-compliant Google Drive.
$40/month
30-day free trial. Cancel anytime.
Hello, I'm Santi Allende, a psychologist with a background in data science. I run a private practice and built BookWise because the existing bookkeeping options just weren't all that good of a fit for my needs.
The available tools were either bloated with features I didn't need, expensive, or hard to get support for. I wanted something straightforward with clear financial information.
If you're looking for a simpler way to handle practice finances, this might work for you.
Questions? Email me