Bookkeeping for psychiatric private practice
BookWise connects to your practice accounts, suggests the right category and codes whole batches in a click, and files the receipts you forward by email. Your reports and tax summary stay ready all year, and its built-in HIPAA-compliant AI answers any question about your books. Built by a clinician in private practice.
60-day free trial · no credit card · $60/month after · cancel anytime
The actual BookWise Financial Summary · sample practice data
The actual product
See the workflow before you create an account.
Link your business bank account and credit card through Plaid - you choose exactly which accounts to share. BookWise groups similar transactions and suggests categories from your history, so a month of books takes a few clicks.
Forward receipt emails to your private BookWise address, or set up a one-time forwarding rule so they arrive on their own. Drag in emails, PDFs, and photos too - each one attaches itself to the matching expense, grouped by vendor and ready for an audit.
See every month side by side in your P&L with trend sparklines, drill into any number, keep your balance sheet current, and give your accountant secure access any time.
Your year-end summary follows your actual tax form - Schedule C or, for S-corps, the 1120-S, line by line - with a quarterly estimated-tax planner all year and one-click exports for TurboTax. And your accountant can work right in BookWise: invite them with secure read-only or full access, plus an audit-ready export built for their workflow.
Ask BookWise reads your books and answers in plain language - how much you made this quarter, how to code an odd transaction, whether a deduction looks right - and can open the right page for you. HIPAA-compliant, and it never trains on your data.
Also included: category management built for psychiatric practices · books lock for filed years · every export one click away
No credit card required · 1:1 setup included
Less bookkeeping. More of your actual work.
| BookWise | Generic accounting software | |
|---|---|---|
| Built for psychiatric practices | ✓Psychiatric categories and reports built in | Configure it yourself |
| Signs a HIPAA BAA | ✓Yes, included | Generally no |
| Year-end tax summary | ✓Your actual form, line by line | Map accounts yourself |
| Receipts | ✓Auto-forward emails; receipts file themselves | Manual upload |
| Built-in AI | ✓Answers from your books | A generic help center |
| Price | ✓$60/month, 60 days free | $20-90/month, plus setup time |
Built for clinical practices
BookWise was designed for the privacy and trust expectations of health care practice.
The places a client's name could appear, like bank transaction descriptions, get their own extra layer of encryption. Every sign-in and export is logged, two-factor sign-in is built in, and Ask BookWise, the built-in AI, runs under our AWS Business Associate Agreement and never trains on your data.
You choose exactly which practice accounts to connect and share with BookWise. Connections are read-only: BookWise can see transactions and can never move money or touch your accounts.
If BookWise turns out not to be for you, you leave with everything: export your complete books in Excel or TurboTax format, even after you cancel. Delete your account, and your data is permanently deleted with it.
Built from inside private practice
“I built BookWise because I wanted bookkeeping software that fits how a private 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
$60/month
After your 60-day free trial.
No credit card required · cancel anytime
Questions before you connect anything?
Yes. Everything is encrypted in transit and at rest (sensitive fields are individually encrypted), BookWise runs on HIPAA-eligible AWS infrastructure under a Business Associate Agreement, and every sign-in and export is logged. You can export your complete books at any time.
No. You pick categories from a list built for psychiatric 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.
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.
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.
Try the full product free for 60 days. No credit card required. 1:1 setup included.
Start freeNot ready to sign up? Explore the demo · Questions? Email Santi