Medical practice accounting.
Books handled for you.
Patients come first. The books still have to close.
Payers deposit on their own schedule, copays trickle in, and supply orders and payroll land every week. Zeni's AI Accountant and our team of accountants keep all of it coded and reconciled, on the same platform that closes the books for 1,000+ customers.¹
Zeni sets everything up for your practice and connects your bank and card accounts. Our team manages the AI agents and reviews the work, so physicians and practice managers stay focused on patients, not healthcare accounting.
Reimbursements tracked
Insurance reimbursements and payer deposits are coded to revenue the day they land, so you see what each payer actually paid.
Patient payments reconciled
Copays and card payments are matched to bank deposits, with gaps flagged before month-end.
Practice expenses, explained
Medical supplies, rent, staffing and equipment are categorized with the reasoning attached, and flux analysis explains every swing.
Cash flow between visits
Ask the AI CFO about cash, revenue by location or a new hire, and get an answer from live books.
An AI Accountant for the books.
An AI CFO for the answers.
The AI Accountant keeps your practice's books current all month. The AI CFO turns them into answers.
Connect your practice. Get closed books.
Zeni's AI and finance team handle the bookkeeping in between. You review the numbers and ask the questions.
Connect your accounts: link your practice's bank accounts, cards, payroll and billing deposits. Your Zeni team handles setup with you.
The AI Accountant works the month: it codes payer deposits, copays and expenses, matches receipts and reconciles accounts.
Your Zeni team closes and you review: we close the month and deliver financial statements and flux analysis, and you ask the AI CFO anything.
Close work drafted by AI
What is medical practice accounting?
Medical practice accounting is the bookkeeping, reconciliation, reporting and tax planning a practice needs, built around insurance reimbursements, patient payments, staff and medical supply costs. Zeni's AI Accountant codes and reconciles each transaction as it lands, so your staff's hours go to patients instead of the back office.
Every number comes with its reasoning.
Each AI suggestion arrives with its reasoning and confidence, so you and your Zeni team can see why a payer deposit or supply charge landed where it did. Approval rules enforce separation of duties, and nothing changes in a closed period. Change history on every transaction supports compliance reviews.
AI CFO · answers from live booksKnow where the practice stands before you decide.
Zeni's AI CFO answers questions on cash flow, revenue and practice expenses from your live books, shows how every metric was calculated, and builds a 13-week cash forecast,² so expansion decisions start from real numbers.
Your practice's month-end close, in one workspace.
Thought process on every AI callCoded, with the reasoning attached.
Every payer deposit, copay and supply charge gets a category, class and vendor, plus an explanation of how the AI decided.
Explore transactions →
Prepaid schedule drafted, waiting on your approvalSchedules that post themselves.
Prepaid expense, equipment depreciation and accrual schedules are built and maintained automatically, and every entry waits for approval before it posts.
Explore month-end close →
Receipt matched to its charge, on the recordNever chase a receipt again.
Zeni flags every supply order or card charge missing a receipt, gives your staff one place to upload or email them, and matches each receipt to its charge.
Explore receipts →
AI CFO explains the spike: up 167% from SeptemberCatch the swing before it hits margin.
Month-over-month variances by vendor and location, with a drill-down into the spend trend and an AI CFO summary of what changed.
Explore month-end close →
Found 3 statement transactions missing from the booksMatched to the bank, to the penny.
Zeni compares each statement to the cleared balance, finds deposits and charges missing from the books, and suggests the entries to create.
Explore reconciliation →
Every close task has an owner, a due date and time trackedSee who owns every close task.
Every close task has an owner, a priority and a due date, so your practice manager can see where the month stands while it is still open.
Explore month-end close →Run more of your practice's finance work in one place.
Invoicing
Invoice partners, employers and other customers, track accounts receivable, and send automated reminders on past-due invoices.
Task management
Give every month-end task an owner, a priority and a due date, so your practice manager sees who owns what.
Explore month-end close →
Commenting
Ask a physician or office manager for a receipt or memo right on the transaction, @mention them, and keep the answer on the record.
Explore commenting →What practice owners ask. What the AI CFO answers.
Built for the people who run healthcare practices.
Your team, plus an AI Accountant and AI CFOPractice owners and administrators
Physicians and administrators running one or more medical practices who need accurate books without an in-house accountant.
- See cash flow and revenue at a glance
- Track practice expenses month over month
- Get tax-ready books without a year-end scramble
- Keep clean records for audits and compliance reviews
Digital health founders and finance leads
Venture-backed telehealth, digital health and medtech companies that report to investors and plan around runway.
- Investor-ready financials every month
- Burn and runway from books that are always current
- Board reporting backed by reconciled numbers
Spend your time on patients. Leave the books to us.
See the AI Accountant and AI CFO on books like your practice's.
Medical practice accounting FAQs.
- Zeni internal figures, October 2026, and customer results from Zeni's published case studies.
- AI CFO is in beta and can make mistakes; check anything important against the books.
