Client Based Billing

Client Hub streamlines accounting practice management with task automation, a client portal, and document exchange. It syncs real‑time with QuickBooks Online and Xero, supports email summarization and drafting, tracks tasks and time, and offers role‑based access for teams.

Carepatron AI unifies electronic health records, practice management, and billing into one platform for solo practitioners and teams. It offers patient portals, telehealth, automated scheduling, clinical templates, coding tools, and AI‑driven workflow prioritization to reduce admin workload.

Billy creates professional invoices from a single prompt, integrates Stripe for credit card, Apple Pay, Google Pay payments, tracks view status in real time, sends PDFs via email automatically, and keeps all data private without subscription fees.

ChartX automates billing and claim management for elder care, assisted living, and home health. AI‑driven onboarding updates patient records with a single click, encrypts data, supports denial handling, real‑time cloud sync, and delivers analytics for revenue insight across facility sizes.

Chargezoom automates accounts‑receivable: AI invoicing, recurring billing, payment collection, and reconciliation. Integrated credit‑card, ACH, and e‑check payments cut fees and accelerate cash flow. Syncs with QuickBooks, NetSuite, FreshBooks; offers a PCI‑compliant vault and self‑service portal.

inBuild automates construction billing and financial workflows for contractors, subcontractors, and accounting teams, centralizing invoices and payables, syncing with QuickBooks/Procore, reducing manual entry and errors, enabling project-level cost visibility, approvals, and audit-ready records.

Retainr centralizes client data, tasks, files, and tickets in one dashboard, offering white‑label branding, automated invoicing, real‑time task tracking, and integrations via Zapier and workflow automation. Mobile‑ready, secure, with a built‑in helpdesk.

mdhub automates behavioral health clinic operations—patient intake, provider matching, insurance eligibility, clinical documentation, claim submission, denial flagging, and prior authorization. It consolidates scheduling, EHR, and CRM on a HIPAA‑compliant, SOC 2‑certified platform, reducing billing

Automates clinical note creation by recording encounters and generating structured documentation. Clinicians can edit and export directly to EHR. It streamlines billing, pre‑authorization, and claim processing, while sending patient reminders. HIPAA‑aligned encryption on multi‑platform, multilingual

Scribeberry records clinical encounters, transcribes speech to structured SOAP notes, auto‑fills templates and extracts ICD‑10 codes, supports 40+ languages, and integrates with any EMR while maintaining HIPAA compliance—cutting charting time for clinicians.

Invoicemint is a cloud invoicing platform that lets users create, customize, and send invoices, quotes, and agreements via email or WhatsApp. It supports GST compliance, e‑invoices, e‑way bills, payment reminders, and basic accounting.

Vibly unifies coaching operations by letting coaches build profiles, set packages, and onboard clients in one platform. It offers built‑in video, calendar sync, secure HIPAA‑compliant messaging, AI‑generated session notes, and Stripe payment integration for streamlined booking and payouts.

Clinicminds is an AI-driven clinic software and medical record system tailored specifically for aesthetic clinics and MedSpas. It streamlines practice and patient management, offering features like AI-driven record-keeping with the assistant

Bricksoft digitizes offline services by automating appointment scheduling and payment collection. Its AI assistant engages clients, reduces no-show rates, and provides analytics tracking to enhance customer interactions for service-based businesses.

Smith Tech Solutions is a healthcare data management platform that offers transparent hospital pricing, real-time updates, AI-powered charge analysis, customizable dashboards, and HIPAA compliance, facilitating informed decisions for patients and healthcare professionals across Greater Chicago.

Rize tracks team activity automatically, recording app, window, and URL usage without timers or screenshots. It aggregates data by client, project, and task, and delivers real‑time dashboards and scheduled client‑ready reports for efficient billing and workload monitoring.

Schematic decouples pricing and entitlements from product code, enabling SaaS teams to meter seats, credits, tokens, API calls and MAUs, enforce limits/overages, manage plans and feature flags via a config-driven catalog, integrate with Stripe, and surface revenue insights.

Backdrop automates accounts payable for corporate and project teams by extracting invoices from email, categorizing them, matching to purchase orders, and issuing payments via ERP or ACH. Real‑time reconciliation, streamlined vendor onboarding, and customizable approval workflows improve efficiency

Freed is an AI medical scribe that records patient conversations, generates accurate clinical notes, integrates with existing EHR, automates ICD‑10/CPT coding, patient instructions, and referral letters, and delivers pre‑visit summaries—all HIPAA‑compliant for small‑to‑mid‑size clinics.

Nanonets automatically extracts structured data from invoices, receipts, IDs, and other documents without predefined templates. It offers end‑to‑end workflows, native CRM/ERP integration, and a visual designer for rapid, no‑code deployment across finance, supply‑chain, HR, and legal operations.

FlyFin automatically scans linked accounts, identifies 200+ tax deduction categories, drafts returns, and has CPAs review and e‑file them. It offers quarterly estimates, exportable 1040, audit support, and a 100 % money‑back guarantee.

ChargeBlast is a chargeback prevention tool that reduces disputes with real-time alerts and seamless Stripe, Shopify, and PayPal integration. It boosts payment acceptance, lowers decline rates, and offers a user-friendly interface for easy setup.

DoNotPay automates legal and consumer‑finance tasks, generating cancellation letters, auto‑declining unwanted charges, negotiating bills, filing FOIA requests, and handling appeals. It streamlines paperwork for individuals and small businesses, and simplifying.

Rocket Money centralizes checking, savings, credit, and investment accounts into one dashboard. It tracks subscriptions, offers cancellation help, provides real‑time spending insights, automatic budgeting, net‑worth and credit monitoring, savings automation, and bill‑negotiation services.

Paymefy automates accounts‑receivable by integrating with ERP, CRM, and billing systems. It routes payments via multiple gateways, sends AI‑driven reminders, reconciles transactions, and delivers real‑time dashboards, cutting DSO by 30% and reducing manual effort.

Sully.ai delivers AI agents—receptionist, scribe, coder, nurse, pharmacist, consultant—to automate patient check‑in, documentation, ICD‑10 coding, medication reconciliation, scheduling, and follow‑up. It integrates with major EHRs, meets HIPAA/ISO/GDPR, and frees clinicians for direct care.

Clio centralizes legal practice operations—case and document management, client intake, billing, accounting, document assembly and client portals—plus time tracking, calendaring, e-signatures and reporting to streamline workflows, financials and client onboarding for law firms.

Ticketbro is a mobile‑first booking platform that lets businesses create custom shops, manage resource schedules, assign staff roles, and offer membership tiers. AI drives dynamic pricing, demand forecasting, and automated communications—set up in under five minutes on iOS and Android.

ClientReports.ai automates report creation from data import to export. It uses natural language generation for full sections, executive summaries, and customizable layouts with charts. Secure collaboration and single‑click export to PDF, Word, or Google Docs support multiple industries.

Credyt is a wallet-native real-time billing engine for AI products that applies usage-based, event- and dimensional pricing, records token-level fees, manages multi-asset balances with auto top-ups, and provides APIs and dashboards for live billing, reconciliation, and profitability tracking.

EliteInvoice simplifies invoicing for freelancers and small businesses with customizable templates, automated reminders, expense tracking, and financial reporting. It supports multiple currencies and integrates with accounting software, ensuring compliance with data protection regulations.

Accountable is a digital platform for German freelancers and small businesses that automates tax filings (income, VAT, trade tax), manages compliant e‑invoices, scans receipts via OCR, offers real‑time banking reconciliation, AI tax advice, and secure data compliance.

Clockk automatically tracks work hours across Asana, Trello, Jira, and Slack, removing manual timers. It logs real‑time activity, calculates billable hours, and provides detailed reports for invoicing, rate adjustment, and project estimation.

Klaim is a token‑based billing platform that lets AI developers and growth teams add payment functionality quickly. It tracks usage in tokens, converts them to billable units, and offers a simple API, webhook integration, real‑time analytics, and automated credit management.

ProgressMagic unifies client data, scheduling, payments, and communication into one dashboard. It automates session notes, generates goals and tasks, tracks progress with milestones, offers real‑time chat, mobile alerts, gamified challenges, analytics, and a built‑in marketing website.

Slayed.ai is an AI invoicing tool designed to simplify and speed up the billing process for freelancers and small businesses. It offers quick invoice creation, easy tracking, and diverse payment options to enhance cash flow and business efficiency.

Casca digitizes loan applications, automating 90% of workflow, provides AI assistants, real‑time KYB, credit bureau integration, 100+ document types analysis, and automated approvals, cutting cycle time for small, commercial, SBA, and USDA loans.

PetsApp equips veterinary teams with integrated communication, practice management, and CRM tools—text, SMS, WhatsApp, video calls, booking, reminders, payments, scribe, and wellness plans—enhancing client interaction, appointment bookings, and on‑site care coordination.

AI Bank Statement Converter automates data extraction from bank statements and invoices, reducing manual entry time by up to 80%. It supports conversions to multiple formats and ensures data security with bank-level encryption.

AppZen automates accounts payable, travel & expense, and corporate card processes using AI to capture invoice data, assign GL codes, match POs, and audit expense reports in real time, reducing manual effort, ensuring compliance, and improving audit quality.

LowerEBill uses AI to compare over 3,000 Texas and other deregulated electricity plans. Enter a ZIP or link your account, and it models future costs from real usage data, delivering a projected monthly bill in seconds.

Avey AI C‑Suite offers HIPAA‑compliant APIs for medical diagnostics, clinical documentation, and automated billing. Its Collaborator API generates diagnostic insights, Cowriter automates documentation and care plans, and Coder handles payer‑compliant claim processing, streamlining clinician and paye

DocuClipper is an AI tool that automates the conversion of financial documents into structured formats using advanced OCR. It features bank statement reconciliation, transaction categorization, and integrates with accounting software for streamlined bookkeeping and financial analysis.

Clyr centralizes expense and bill management for field and finance teams, offering real-time receipt capture, AI-driven transaction coding and matching, live card/bank integrations, automated AP and reimbursements, project job costing, profitability tracking, and custom reporting.

Healee streamlines patient onboarding with customizable intake, rule‑based triage, and AI‑powered scheduling. It unifies telehealth, messaging, and appointment workflows, aligns clinical and admin teams, and integrates with EHR, payment and eRx systems for efficient care coordination.

BoldDesk centralizes ticketing, live chat, and omnichannel messages into one inbox. An autonomous AI agent handles ~40 % of tickets, while a copilot drafts replies and suggests knowledge‑base content. Built‑in automation updates CRM, processes refunds, and speeds response times.

Handles subscription billing, global payments and multi-currency processing, plus tax registration, calculation and remittance. Manages subscription lifecycle, smart routing and automated failed-payment recovery, plus SaaS-focused revenue analytics, fraud prevention and a single developer API.

CustomerIQ captures and transcribes emails, calls, and meetings from Gmail, Outlook, phone systems, and insurance AMS or Salesforce. It auto‑creates real‑time CRM records, drafts follow‑up messages, prioritizes actions, and offers coaching insights to improve response times and pipeline visibility.

Clerk Chat unifies voice, SMS, WhatsApp, and RCS, deploying real‑time agents for lead qualification and appointment scheduling. It integrates with Salesforce, Teams, and Genesys, supports HIPAA/SOC 2 compliance, and enables 24/7 automated outreach through embedded widgets.

Vuala automates invoice capture by extracting documents from email and 7,000 supplier portals, routing them to accounting platforms such as QuickBooks, Xero, and Hubdoc. It centralizes invoices in a single dashboard, improving data consistency and workflow efficiency.