What types of practices does this work for?

Private practice physicians, dentists, chiropractors, therapists, optometrists, veterinarians, physical therapists, and most healthcare solo and small group practices.

How does insurance reimbursement tracking work?

LedgerHelm categorizes insurance payments separately from patient payments, so you always know your payer mix and can see AR by insurance company vs patient responsibility.

Is patient data stored?

LedgerHelm only handles financial transaction data — payment amounts, dates, and categories. No patient health information (PHI) is stored or processed.

What is overhead ratio and why does it matter?

Overhead ratio is your total expenses divided by your collections. The industry benchmark for most practices is 55-65%. LedgerHelm calculates yours monthly so you can see how you compare.

Can I track multiple providers or locations?

Yes. On Practice Pro, use dimensional accounting to track P&L by provider or by location separately.

Bookkeeping for medical practices

Bookkeeping built for your practice. Not for a retail store.

Insurance reimbursements, patient payments, medical supplies, and equipment depreciation — all tracked automatically. LedgerHelm understands how a medical practice actually works. From $199/mo.

Start my free month — get my practice books in order See how healthcare bookkeeping works

No credit card requiredCancel anytimeYour books live in QuickBooks

Sound familiar?

My insurance reimbursements and patient payments are mixed together and I can't see my AR clearly

I have no idea what my overhead ratio is compared to other practices

My equipment depreciation is being missed because my bookkeeper doesn't know how to handle it

I'm paying a CPA $1,500 a month for basic bookkeeping that could be automated

I have two locations and keeping their books separate is a full-time job

If you answered yes to any of these, LedgerHelm was built for you.

How it works

Connect your accounts

Link your bank and selling platforms in about 30 seconds. No accounting software to learn.

AI handles your books

Every transaction is categorized automatically, every month — with a human reviewing on done-for-you plans.

Review your reports

Clean financials delivered by the 10th of each month, ready for you and your CPA.

Everything a medical practice business actually needs

✓

Insurance reimbursements tracked separately from patient payments

✓

Medical supply and equipment expenses auto-categorized

✓

Equipment depreciation calculated and tracked automatically

✓

Overhead ratio calculated monthly — compare to industry benchmarks

✓

Provider compensation and draw tracking

✓

HIPAA-aware data handling

✓

Monthly financial reports formatted for healthcare practice management

Simple pricing for medical practices

First month free

Practice AI

300 transactions

$199/mo

billed monthly

AI transaction categorization
Insurance reimbursement tracking
Patient payment tracking
Medical supply and equipment expense categorization
Equipment depreciation (fixed asset register)
Provider compensation tracking
Monthly P&L with overhead ratio

Start my free month

Practice Managed

600 transactions

$449/mo

billed monthly

Everything in the previous plan, plus:

Human bookkeeper reviews all AI work
AR by payer (insurance vs patient)
Overhead ratio reporting (benchmark against industry)
Medical equipment depreciation review
CPA-ready financials

Start my free month

Practice Pro

Unlimited

$899/mo

billed monthly

Everything in the previous plan, plus:

Dedicated bookkeeper
Payer mix analysis
Provider-level profitability tracking
Credentialing and licensing cost tracking
Multi-location support
HIPAA-aware data handling documentation

Start my free month

Behind on your books? First 3 months of catch-up are free on annual Managed plans and above.

How LedgerHelm compares

	LedgerHelm Practice	Local CPA firm	Generic bookkeeper
Price	From $199/mo	$1,000-$2,500/mo	$600-$1,200/mo
Insurance vs patient AR	✓	Manual	✗
Overhead ratio benchmark	✓	Rarely	✗
Equipment depreciation	✓	✓	Extra cost
AI automation	✓	✗	✗
Multi-location / provider	✓ Pro	✓	Extra

What medical practices say

★★★★★

Real reviews coming soon — we're just getting started.

★★★★★

Real reviews coming soon — we're just getting started.

★★★★★

Real reviews coming soon — we're just getting started.

Frequently asked questions

What types of practices does this work for?: Private practice physicians, dentists, chiropractors, therapists, optometrists, veterinarians, physical therapists, and most healthcare solo and small group practices.
How does insurance reimbursement tracking work?: LedgerHelm categorizes insurance payments separately from patient payments, so you always know your payer mix and can see AR by insurance company vs patient responsibility.
Is patient data stored?: LedgerHelm only handles financial transaction data — payment amounts, dates, and categories. No patient health information (PHI) is stored or processed.
What is overhead ratio and why does it matter?: Overhead ratio is your total expenses divided by your collections. The industry benchmark for most practices is 55-65%. LedgerHelm calculates yours monthly so you can see how you compare.
Can I track multiple providers or locations?: Yes. On Practice Pro, use dimensional accounting to track P&L by provider or by location separately.

Ready to stop doing your own medical practices bookkeeping?

Join the medical practices who trust LedgerHelm with their books.

Start my free month

Have questions? Talk to us →