Bank reconciliation that learns
Connect your bank and Carelytics matches deposits against PMS payments automatically - and it learns from every correction your team makes, so the unmatched pile shrinks month after month.
Carelytics for Finance 
60-day money-back guarantee
Books that close themselves
Deposits that match the PMS, journal entries that post themselves, patient balances that get followed up - Carelytics runs the money side of the practice so month-end stops being a project.
60-day money-back guarantee 
Accounting automation
Journal entries post to QuickBooks Online or Sage Intacct on schedule - production, collections and adjustments, categorized the way your accountant set them up.
Patient A/R follow-up
Outstanding balances surface with age and history, and follow-ups go out before receivables quietly become write-offs.
Expense & P&L visibility
Expenses and P&L flow back from your accounting system, so owners see profitability - not just production - per clinic.
Audit-ready by default
Every match, correction and posted entry keeps its trail - month-end becomes a review, not an archaeology dig.
Before you even ask
Unmatched deposits and aging balances surface in your summaries on their own - your team reviews exceptions, not spreadsheets.
One of the nine Carelytics pillars - included in the same $350/month per location.
