For small dental + medical practices.
Practice bookkeeping that tracks the reimbursement pipeline.
Insurance receivables get their own asset account by carrier. Contractual adjustments split out so the P&L reflects what's actually paid, not what's billed. Patient copays, supplier net-30, equipment leases — all balanced JEs, closed monthly with a PDF your tax pro and administrator share.
No card required · $15/mo after trial · 30-day money-back
Reimbursement-pipeline visibility
Insurance pays 30–90 days after the claim. Patients pay copays at the visit. PlainBooks separates the two streams in the deposit feed so you see the real lag — and whether the carrier mix is slowing your cash flow this month.
Supplier-cadence reality
Henry Schein, Patterson, McKesson, Benco. Mostly net-30 on accounts. PlainBooks tallies monthly supply spend against revenue so the consumable cost is one number, not five vendor portals.
Year-end-benefits surge
October and November patients rush to use remaining insurance benefits before year-end reset. Then January is dead while deductibles reset. PlainBooks shows the date the surplus dips so the January quiet is funded, not feared.
Where the books get messy
You saw fourteen patients this week. Two paid full self-pay. The other twelve are insurance claims to BCBS, Cigna, Aetna, Delta Dental — submitted Friday after the last appointment. Reimbursements will land in 30 to 90 days, in checks of varying sizes, with EOBs that you'll need to reconcile against the original claim. Patient copays cleared the card processor the same day. Henry Schein supplied $1,200 on Net-30. Payroll runs Friday.
The work is done. The cash is in three different places: the bank (today), the card processor (tomorrow), and the carrier's reimbursement queue (somewhere in the next quarter). The books need to show all three positions accurately — and recognize revenue at the right moment, not when the deposit happens.
What PlainBooks does
PlainBooks gives you the books — chart of accounts shaped for a small dental or medical practice, the journal where each insurance reimbursement deposit, copay batch, supplier order, payroll run, and equipment lease writes a balanced entry, and a period close that locks each month.
Insurance receivables are their own asset account (Insurance Receivable). When you submit a claim, PlainBooks posts the revenue + receivable. When the carrier reimburses, the receivable reverses against Cash with any contractual adjustment going to Contractual Allowance. The AR aging by carrier shows you how each insurance company is paying.
Patient copays post directly to Cash + Service Revenue. Supplier orders accrue to AP and reverse when paid. Equipment leases split between Lease Expense and (for capital leases) the asset + lease liability.
When the month closes
Close the period and PlainBooks generates the closing entries. The monthly PDF package — Trial Balance, P&L by revenue line (insurance vs self-pay), Balance Sheet (insurance receivable by carrier, AP aging by supplier), GL detail, AR aging, AP aging, 1099 summary — comes out in one file. Your tax pro and your practice administrator see the same numbers.
PlainBooks does not run your PMS, submit insurance claims, schedule patients, or track AR by patient. Dentrix, Eaglesoft, Kareo, OpenDental, athenahealth handle those. PlainBooks records what cleared the bank and what the carrier ultimately paid, so the books match the reality.
Bills you can't afford to forget
PlainBooks puts each one on the same calendar as your real bank balance, so you see the collision before it happens.
- Payroll (hygienists, assistants, front desk)Biweekly$7,000–$18,000
- Supplies (Henry Schein, Patterson, McKesson)Weekly orders, net 30$1,200–$4,000/mo
- Office rentMonthly, the 1st$2,500–$6,500
- Practice management software (Dentrix, Eaglesoft, Kareo)Monthly$300–$1,200
- Malpractice + workers comp insuranceMonthly or annual$250–$700/mo equivalent
- Equipment lease (chair, x-ray, autoclave)Monthly$500–$2,000
The 30–90 day insurance lag
You did the work in March. The claim went to Delta or BCBS the same week. The reimbursement lands in April or May or sometimes June. Meanwhile the payroll cleared every other Friday, the lease cleared the 1st, the Henry Schein invoice is on net-30 and the second invoice is already in. PlainBooks shows the actual carrier-by-carrier lag from your real deposit pattern so the next slow Friday is on the calendar, not a surprise.
What PlainBooks doesn't do
Honest about scope. If you need any of these, you need different software.
- Replace your practice management — Dentrix, Eaglesoft, Kareo, OpenDental, athenahealth
- Submit insurance claims or track AR by patient — that lives in your PMS
- Schedule patients or send reminders — same
- Make clinical decisions. PlainBooks watches the practice's bank, not your patients' charts.
Ready to see your cash position?
$15/month or $150/year (two months free). 14-day free trial. No card required.
Start your free trialCommon questions
- Does PlainBooks work for healthcare practice (dental, medical)?
- Yes. PlainBooks is general-ledger bookkeeping software — workspaces, chart of accounts, journal entries, period close, bank reconciliation, the full report set (Trial Balance, P&L, Balance Sheet, GL detail, AR aging, AP aging, 1099 summary). The healthcare practice (dental, medical)-specific copy on this page describes the accounts and bills that matter most in this vertical.
- What does it cost?
- $15/month or $150/year when signups open. One price, all features, no tiers. Signups aren't open yet — leave your email on the home page and we'll send one note when launch happens.
- Do I need to connect a bank account?
- No. PlainBooks does not ingest bank feeds. You post journal entries directly (and for trucking workspaces, trips and state-mileage entries write the underlying entries automatically). If you want bank-fed cash visibility, that's a different category of tool.
- What about cash-flow forecasting?
- On the roadmap, not in the current build. PlainBooks today shows what your books say — current balances, what's open in AR and AP, what's posted, what's pending close. We don't promise features that aren't built.