BookWise
BookWise: Cash-basis bookkeeping with tax summaries and HIPAA safeguards for small practices. Ranked #10 of 15 in Medical Accounting by our editors (7.2/10); pricing: 60-day trial; best for solo clinicians and small practices using cash accounting.
At a glance
- Editor score7.2 / 10
- Pricing60-day trial
- Best forSolo clinicians and small practices using cash accounting
- Free planNo
- Paid from$60/mo
- Medical-specificYes
- Facts checked24 Sep 2026
Where it wins
- Syncs bank and credit-card transactions through Plaid
- Includes profit-and-loss, balance-sheet and tax reports
- Offers HIPAA Business Associate Agreement and audit trail
Where it doesn't
- Uses cash-basis accounting by bank date
- Costs $60 per month after the 60-day trial
- Available on web, with email support
Our verdict on BookWise
BookWise is cloud-based bookkeeping and financial reporting software for private practice clinicians, including therapists, psychologists, psychiatric practices, dietitians and chiropractors. It is aimed at solo clinicians and small practices that want cash-basis bookkeeping alongside tax summaries and accountant access. Bank and credit-card transactions sync through Plaid, while suggested and bulk categorization, receipt capture, and financial reports cover routine recordkeeping. The product is web-based and offers a 60-day trial before its paid monthly plan.
The main accounting fit is deliberately specific: BookWise records transactions on a cash basis by bank date, then produces profit-and-loss, balance-sheet and general-ledger reports. Tax tools include Schedule C and Form 1120-S summaries plus a quarterly estimated-tax planner. Receipts can be submitted by email or uploaded as PDFs, photos or drag-and-drop files. Accountant access can be read-only or editable, and the built-in Ask BookWise AI assistant is another feature for working with bookkeeping information. Buyers who need accounting organized around cash movement and those tax summaries may find this scope aligned with a small practice; practices that need a different accounting basis should look elsewhere.
According to the vendor's published plan details, BookWise has one plan at $60 per month, billed monthly, following the 60-day trial; a card is not required for the trial. Plaid, Stripe and TurboTax are listed integrations. The product also includes a HIPAA Business Associate Agreement and an audit trail, with two-factor authentication listed as a compliance feature. Email is the stated support channel. Its focused feature set may suit a clinician seeking bookkeeping, reporting and accountant collaboration in one web product, while buyers wanting a choice of plans or accounting beyond the stated cash-basis approach may prefer another option.
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BookWise pricing
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BookWise fact sheet
| Free plan | No |
|---|---|
| Paid from | $60/mo |
| Medical-specific | Yes |
| Accounting basis | Cash |
| Claims reconciliation | Not verified |
| Financial reports | Yes |
| Payroll | Not verified |
| Bank feeds | Yes |
| Free trial | 60 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | HIPAA, 2FA |
| Support | |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 3 integrations: Plaid, Stripe, TurboTax |
| Pricing | 60-day trial (source) |
| Website | bookwise.software |
| Facts checked | 24 Sep 2026 |
BookWise integrations
BookWise lists 3 integrations on its own site.
- Plaid
- Stripe
- TurboTax
Alternatives to BookWise
- Sage Intacct HealthcareHealthcare-focused accounting with multi-entity consolidation and revenue-cycle visibility.9.2
- Veradigm Fiscal ManagementHealthcare-focused accounting with multi-entity controls, AP automation and close support.8.8
- Oracle Fusion Cloud ERPBroad cloud ERP for complex, multi-entity financial operations—not medical accounting specifically.7.8
See all BookWise alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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