Helping you help others
Streamline Contracts, Share Fees, and Stay on Budget
Easily manage contracted work with defined terms, amounts, and dates. Share fees with referral sources and track against budgets to ensure you stay within limits.
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Tailored Pricing for Every Client
Customize your rates for every session, report, and product. Easily define discounts, split fees, and customize pricing to suit each client's needs.
6,000+
Custom rates created
Secure, Swift, and Simple Payments
Manage payments with ease using our secure platform. Instant account authentication and ACH transfers from any US bank or credit union.
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Stay Ahead with Comprehensive Reporting
Keep an eye on outstanding balances and track budgets with ease. Understand your financial trajectory and make data-driven decisions.
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Track, verify and get paid
Stay on top of your insurance claims with daily updates on claim history, remittances and payment status, so you always know when to expect your money.