Stress-Free Finance Management
Streamline your practice’s financial management with ease using Psylio.

Simplified Invoicing
Create professional invoices that automatically include your header, signature, client details, and more.

Efficient Invoice Tracking
Keep track of client payments and send invoices and receipts directly from the platform.

Detailed Financial Reports
Generate accurate income, expense, and tax reports for streamlined financial management and analysis.

Comprehensive Financial Overview
Enjoy a detailed and customizable overview of your income and expenses.
And much more...
Third-Party Billing
Simplify your invoicing process by adding your clients’ third-party payers and billing them directly through the platform.
Unpaid Invoices
Access a complete view of your unpaid invoices for seamless financial tracking.
Custom Services
Document each transaction by adding custom services that can be used to track expenses and income.
Individual Rates
Set custom rates that apply automatically to your clients’ invoices.
Frequently Asked Questions
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Can I apply different rates and services on the platform?
Yes, you can set custom rates for each client record and personalize your services.
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Can I manage third-party payers?
Yes, you can customize the list of third-party payers you work with. When creating a client record, you can also indicate if the client is associated with a third-party payer, making payment tracking easier.
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Can I generate a detailed financial report directly on the platform?
Yes, you can automatically generate revenue, expense, and tax reports for any period you choose (e.g., current year, previous year, or a custom period).