01
Connect your practice accounts
Link your business bank account and credit card through Plaid. You choose exactly which accounts to share.
Bookkeeping for mental health private practice
Your practice's books.
Minutes, not hours.
BookWise connects to your practice accounts, groups similar transactions so you can categorize them in a few clicks, and keeps your financial reports ready all year. Built by a psychologist in private practice.
30-day free trial · no credit card · $40/month after · cancel anytime
The actual BookWise Financial Summary · sample practice data
- Minutes, not hoursroutine bookkeeping
- $40/moeverything included
- HIPAAcompliant by design
- Yourskeep your data even if you cancel
The actual product
From bank connection to finished reports.
See the workflow before you create an account.
02
The time-saver
Categorize a month in a few clicks
BookWise groups similar transactions together, so you can code recurring expenses in batches instead of working through them one by one.
03
Your reports stay ready
See every month side by side in your P&L, keep your balance sheet current, and give your accountant secure access when tax time arrives.
Also included: receipt upload organized by vendor · secure accountant portal (read-only or edit) · clean financial reports
Start your 30-day free trial
No credit card required · 1:1 setup included
Less bookkeeping. More of your actual work.
You didn't open a practice to spend Sunday night doing bookkeeping.
The usual way
- Enter or sort transactions one at a time
- Remember which categories your accountant wants
- Build or clean up reports yourself
- Send spreadsheets and files back and forth
- Put it off until tax time
With BookWise
- Transactions sync from your practice accounts
- Similar expenses can be categorized together
- P&L and balance sheet stay current
- Your accountant can get secure access
- Routine bookkeeping takes minutes instead of becoming an evening project
Built for clinical practices
Your financial data belongs to you.
BookWise was designed for the privacy and trust expectations of mental health practice.
HIPAA compliant
Designed for practices where financial transactions may contain protected health information.
Bank connections through Plaid
You choose exactly which practice accounts to connect and share with BookWise.
Your books stay in your Workspace
BookWise runs in your own Google Workspace account, so your bookkeeping data remains yours if you cancel.
Built from inside private practice
Built by someone who has a practice too.
“I built BookWise because I wanted bookkeeping software that fit how a therapy practice actually works, without paying for an accounting system full of things I didn't need.”
Licensed Psychologist · Private Practice Owner
For my own practice, routine bookkeeping usually takes about 10 minutes a month.
Alongside psychology, I have a background in data science and information visualization and spent nearly a decade building analytic tools and dashboards, including at the VA and Stanford School of Medicine. Why I built BookWise →
Simple pricing
One plan. Everything included.
$40/month
After your 30-day free trial.
- Bank sync through Plaid
- Bulk transaction categorization
- Receipt organization
- P&L and balance sheet
- Secure accountant access
- 1:1 setup session with Santi
- Your data stays yours
No credit card required · cancel anytime
Questions before you connect anything?
Common questions
Is my financial data safe?
Yes. Everything is encrypted in transit and at rest, BookWise meets HIPAA requirements for Protected Health Information, and your books live in your own Google Workspace account rather than on our servers.
Do I need to know accounting?
No. You pick categories from a list built for therapy practices, and BookWise turns them into the profit and loss and balance sheet your accountant expects. If you can categorize an expense as rent, you can do your books.
I'm months behind on my books. Can I catch up?
Yes. When you connect your bank, you choose how far back to pull transactions, and bulk categorization makes even a year of catch-up an afternoon project rather than a lost weekend.
Do I need Google Workspace? What about a BAA?
Google Workspace is required because BookWise is built to run in your own Workspace account. Whether you need a BAA depends on the data that enters BookWise. Many practices' bookkeeping data does not contain PHI, but client-identifying details can sometimes appear in payment descriptions from checks, Venmo, Zelle, or similar sources. If PHI may be present, use a Workspace setup that is appropriate for handling it.
Can my accountant see my books?
Yes. You can invite your accountant with secure read-only or edit access, and export clean reports at tax time either way.
What happens to my data if I cancel?
Nothing. Because your books live in your own Google account, they stay with you. Cancel anytime and keep every transaction and report.
Does it work for insurance-based practices?
Yes. BookWise works for solo and group practices, private-pay or insurance-based, from sole proprietors through S-corps. If money moves through your practice accounts, BookWise tracks it.
Spend your evenings on anything but bookkeeping.
Try the full product for 30 days. No credit card required. 1:1 setup included.
Start freeQuestions? Email Santi