Stress-Free Finance Management

Streamline your practice’s financial management with ease using Psylio.

Free for up to 5 records. No credit card required. Access all features.
Still have questions? Visit our Help Center to get started.
Simplified Invoicing

Simplified Invoicing

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

Efficient Invoice Tracking

Efficient Invoice Tracking

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

Detailed Financial Reports

Detailed Financial Reports

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

Comprehensive Financial Overview

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

  • Can I apply different rates and services on the platform?

    Yes, you can set custom rates for each client record and personalize your services.

  • 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.

  • 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).

Focus on the essentials:
your customers

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