PRICING
Simple monthly pricing.
Pay only for the modules you use.
Every plan starts with bank reconciliation, and each module you add connects to the same financial hub.
No online checkout. A real person sets you up.
How it works
Start with Module A to automate your bank reconciliation.
Then expand at your own pace, adding modules that automate more of your operations and unlock deeper analytics.
1
Choose your modules
Pick a plan, or add the modules your practice needs.
2
We call you
A specialist reviews your selection and calls you to coordinate setup.
3
Connect and go live
We connect your systems, install the software, and provide unlimited training and support.
PLANS
Three ways to start
Choose a plan. Add optional modules anytime.
How the modules fit together
01 · FOUNDATION
A
Bank Reconciliation of ERAs
Match billing and clearinghouse files to your bank deposits automatically.
$50
/mo
REQUIRED · IN EVERY PLAN
02 · ADD-ONS · ANY COMBINATION
B
Checks & Cash in Office
Match in-office receipts to billing and the bank.
$75
/mo
C
Credit Card Processing
Match merchant, billing and bank card activity.
$75
/mo
D
Expense Management
Vendors, checks, cards and ACH, then reconcile.
$200
/mo
E
Bookkeeping & Financials
Assets, loans, transfers and automated statements. Available once A, B, C and D are active.
$150
/mo
F
Research operations management
Tracking research revenue and expenses, invoicing sponsors
$450
/mo
G
Inventory Management
Reconciling purchase orders, inventory receipts, payments for inventory items. Profit margins analytics.
$450
/mo
H
Patient Payment Portal
Embed a patient payment portal on your website, fully integrated with your financial hub.
$25
/mo
I
Custom Features
Let us know what you need and we'll build it for you.
Custom
/mo
REQUEST YOUR PLAN
Let's set up your financial hub
Mark your modules and we'll call you to confirm the details.
No payment is taken here.
1
Send your selection
2
A specialist calls within 2 business days
3
We connect your systems and go live
PRICING FAQ
Questions practices ask before they call
Can I start with one module?
Yes. Every plan starts with Bank Reconciliation. Add B, C or D whenever your office is ready.
Which systems do you connect to?
Billing, clearinghouse, card processors and banks, including AdvancedMD, Waystar, Stripe, Elavon and Authorize.net.
Why does Bookkeeping need the other modules?
Your statements are built from reconciled data across bank, office payments, cards and expenses.
Is there a setup fee or contract?
No set up fee