BookWise is bookkeeping software built specifically for mental health private practices. It connects to your business bank and credit card accounts through Plaid, groups similar transactions so you can categorize a month in a few clicks, and keeps your profit and loss and balance sheet current all year. It was built by Santi Allende, a licensed psychologist in private practice, for therapists, psychiatrists, and counselors who want clean books without paying for a full accounting suite they do not need. The categories are written for therapy practices, so you do not need to know accounting, and your books live in your own Google Workspace account, which means your data stays with you even if you cancel. Pricing is a single plan at $40 per month after a 30-day free trial, with no credit card required to start and a 1:1 setup session included.
On HIPAA, BookWise describes itself as compliant by design, but the honest picture is more specific: most bookkeeping data does not contain protected health information, though client-identifying details can sometimes appear in payment descriptions from checks or services like Venmo and Zelle. BookWise does not offer a standalone BAA, so practices that require one should configure their Google Workspace appropriately and treat that as their responsibility.
