BOOKKEEPING FOR MEDICAL PRACTICES
Your clinical systems already handle patients. ConsulBooks handles the other side: the business bank and card activity that has to become clean, accountant-ready records at the end of every month.
WHAT PRACTICE BOOKKEEPING ACTUALLY IS
A small practice's books are mostly bank and card activity: deposits from payers and patients that have already cleared, rent, supplies, lab fees, software subscriptions, malpractice insurance, equipment, and continuing education. None of that needs a clinical system to categorize — it needs consistency and a clear record.
ConsulBooks stays on that side of the line deliberately. It is built for business financial records — not charting, claims processing, coding, or clinical work — and it is not an EHR, a billing service, or an accounting firm. Do not upload patient records or protected health information. Bank and card feeds carry descriptions written by merchants and your own bank, so ConsulBooks cannot guarantee that imported text is free of sensitive details; review and edit descriptions as needed. It organizes business money movement so your accountant receives records that make sense.
See how it compares to full accounting suitesTHE MONTHLY ROUTINE
Select the business bank and credit-card accounts inside Plaid Link; bank sign-in never passes through ConsulBooks. CSV, OFX, and QFX import with duplicate protection is available for history or for institutions you would rather not connect.
Recurring practice vendors — your lab, your supply distributor, your practice software — settle into saved rules after you approve them once, so next month they need no attention at all.
Anything uncertain waits in a short review queue with a suggested category, a confidence score, and a plain-English reason. This is where a personal charge on the practice card gets separated out instead of quietly landing in your expenses.
Work the month-end checklist, close the period, and download an accountant package with posted-ledger reports, transactions, exceptions, audit history, and integrity checks.
WHAT THE PRODUCT DOES TODAY
WHAT IT IS NOT
FINANCIAL-DATA SECURITY
Plaid handles institution sign-in, connection tokens are stored encrypted, workspace records are isolated, and an authenticator code is required before financial data appears. Full details are on the security page.
WORKING WITH YOUR ACCOUNTANT
Available now: you download the accountant package yourself and send it on, and you can issue a read-only invitation that your accountant opens with their own sign-in and authenticator code. You can revoke that access at any time.
Not available yet: accountants editing transactions inside your workspace, firm-level staff roles, and formal reconciliation sign-off. If your CPA needs to work inside the books directly, a broader accounting suite is the honest choice for now.
How accountant access worksHOW IT COMPARES
Regular U.S. list prices, checked . Each row links to a sourced comparison that also says when the other product is the better choice.
Connect accounts, AI categorizes, one-download accountant package.
See plansFull suite: invoicing, payments, payroll add-ons, chart of accounts setup.
Full comparisonFull platform with usage limits on the entry plan.
Full comparisonInvoice-led; bank reconciliation starts on a higher plan.
Full comparisonSee all comparisons or read the comparison methodology. Product names are trademarks of their owners; ConsulBooks is not affiliated with them.
PRACTICE OWNER QUESTIONS
No. ConsulBooks does business bookkeeping only. It does not handle patient records, claims, insurance billing, coding, or any clinical workflow, and it is not an EHR or practice-management system. Keep those in your existing clinical software.
It is not designed for it. ConsulBooks works from business bank and credit-card activity, and you must not upload patient records or protected health information. Because transaction descriptions come from banks and merchants, imported text cannot be guaranteed free of sensitive details, so review it before sharing. ConsulBooks makes no HIPAA certification claim.
Yes. You choose which accounts to connect, and each transaction is categorized and reviewable, so personal items that land on a business card can be marked and kept out of the business records.
You can download an accountant package containing posted-ledger reports, transactions, exceptions, audit history, and integrity checks. Read-only accountant invitations are also available and can be revoked at any time; accountant editing inside the workspace is not available yet.
No. Payroll, contractor payments, invoicing, and bill pay are not included. Payroll activity that clears your business bank account is imported and categorized like any other transaction.
An authenticator code is required before a financial workspace opens, bank sign-in is handled by Plaid rather than ConsulBooks, connection tokens are stored encrypted, records are isolated per workspace, and important changes are recorded in audit history.
Export, connect, import your history, and close one month before you cancel.
Read the migration guide SOURCED COMPARISONWhere a focused bookkeeping workflow wins, and where the full suite is the better answer.
See the comparisonCLEANER PRACTICE BOOKS
Plans start at $12/month, with yearly billing at 10% off.
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