Lili is a banking platform for freelancers, solopreneurs, and small businesses that bundles a business checking account with smart bookkeeping, automated expense categorization, invoicing, bill pay, and tax tools, including automatic tax set-asides and pre-filled tax forms. Plans range from a free tier to paid tiers (around $9 to $39 per month). A practical money-and-tax tool for solo therapists. Not a PHI tool.
Accounting & TaxVerified June 2026
Lili
Freelancer banking with smart bookkeeping and automatic tax savings.
About Lili
What Lili does
The features that actually matter for therapy practice.
Freelancer business banking
Smart bookkeeping and categorization
Invoicing and bill pay
Automatic tax savings
Pre-filled tax forms
Honest assessment
What works and what does not, based on hands-on testing.
What works well
- Free tier available
- Auto tax savings
- Bookkeeping plus banking
- Pre-filled tax forms
Where it falls short
- Best features on paid plans
- Not therapy-specific
- Banking via partner bank
- Not a clinical/PHI tool
FAQ
Common questions about Lili
- What is Lili best for?
- Freelancer banking with smart bookkeeping and automatic tax savings.
Alternatives
Other tools in Accounting & Tax
Bench
Generic bookkeeping with human team used by some therapists.
From $299/moUnverified
FreshBooks
Invoicing-first accounting popular with service-based solo practitioners.
From $19/moUnverified
Heard
Bookkeeping and taxes built specifically for therapists.
From $149/moUnverified
Traktion Accounting
Hands-on accountant team for established therapy practices.
PaidUnverified
Side-by-side
Compare Lili with another option
Lili vs Bench
Generic bookkeeping with human team used by some therapists.
Read comparisonLili vs FreshBooks
Invoicing-first accounting popular with service-based solo practitioners.
Read comparisonLili vs Heard
Bookkeeping and taxes built specifically for therapists.
Read comparisonLili vs Traktion Accounting
Hands-on accountant team for established therapy practices.
Read comparison