Practice Finance
Set your service prices once, log a payment in one click, and see revenue, expenses and net profit for the month at a glance. Built for the way a TCM clinic actually bills.
Included on every plan — Essentials, Professional and Clinic

You finish the day with cash, card payments and bank transfers in your head — and reconcile it days later, if at all.
Your accountant asks for monthly totals and you spend an evening rebuilding them from your calendar.
You genuinely don't know whether last month was profitable until the bank balance tells you.
Service price list
Define each service once — initial assessment, follow-up, cupping, facial aesthetic — with its price and duration. Logging income becomes a single click.
One-click payment logging
Record what was paid, by whom, how (cash, card, transfer) and for which service. Attach it to a patient record so income and treatment history stay connected.
Invoices that look professional
Line items, tax rate, due dates and payment status — draft, sent, paid, overdue. Track outstanding balances without chasing paper.
Expense tracking by category
Rent, supplies, equipment, marketing, software, insurance. See where the money goes with a category breakdown, not a guess.
Revenue vs expenses, visually
Six-month bar chart plus daily, weekly and monthly income views. Spot a slow month while you can still act on it.
Net profit at a glance
Revenue this month, expenses this month, net profit and outstanding invoices — the four numbers that matter, on one row.
Add your services
Enter your treatments and prices once. Two minutes, and it never needs touching again.
Log as you go
After each session, one click records the payment against the patient and the service.
Read the dashboard
Month-to-date revenue, expenses, profit and outstanding — always current, never rebuilt by hand.
Is the Finance module included in my plan?
Yes. Finance is included on all three plans — Essentials, Professional and Clinic — at no extra cost.
Does it replace my accountant?
No. It gives you clean, categorized figures and exportable records so your accountant spends less time (and you less money) reconstructing your month.
Can I link income to a specific patient?
Yes. Payments and invoices can be attached to a patient record, so clinical history and revenue per patient live together.
Which payment methods are supported?
Cash, card, bank transfer and other — each logged payment records its method so your reconciliation matches reality.
Is my financial data private?
Yes. Financial records are visible only to the account that created them, encrypted in transit and at rest.
Get started — no credit card required.
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