Financial workflows that move with the practice.
Grace is designed to make billing and payments feel less fragmented. Invoices, line items, taxes, balances, payments, refunds, reporting, and staged financial workflows connect more naturally to appointments, records, and the rest of the operational flow so less work gets rebuilt after the session.
Less manual follow-through. Better continuity from session to invoice to payment.
Appointment
Invoice
Payment
Reporting
Balances
Credits
The Approach
Billing is not a separate back office.
In practice, billing begins long before an invoice is sent. It starts with the appointment, connects to the record, follows the session, and affects reporting, cash flow, and the operational rhythm of the clinic.
Grace is designed to treat billing and payments as part of one connected workflow not as a disconnected financial layer outside the practice.
Appointment
Invoice
Payment
Record
Care to Payment
Built for the real flow from care to payment.
Grace supports the financial steps that follow the session: invoicing, line items, taxes, balances, payment collection, credits, refunds, and the reporting that helps practices understand what is moving and what still needs attention.
Invoices and line items
Auto-invoice support from appointments
Manual billing workflows
Province-aware tax handling
Payment collection and balances
Reporting connected to the rest of the practice
A better billing system reduces friction long after the session ends.
What Grace supports inside billing and payments
Billing and payment workflows in Grace are designed to feel more connected, more legible, and easier to carry forward.
Invoice creation
Create invoices manually or through workflow-connected billing steps tied to appointments and services.
Line items and structured billing
Build clear financial records with itemized billing support, service-level detail, and more consistent invoice structure.
Province-aware tax handling
Support billing workflows with tax logic designed to reflect provincial requirements more cleanly.
Payments and collection
Process payments through connected workflows that help move the practice more cleanly from invoice to collection.
Credits, refunds, and balances
Manage client balances, refunds, credit notes, and payment adjustments without losing continuity across the record.
Payment plans
Support more flexible billing arrangements where practices need a clearer path across multiple payments.
See the financial workflow in action.
Explore how Grace connects billing to the rhythm of care.
Connected Billing
Billing connected to the appointment.
Financial work becomes lighter when it starts from the actual flow of care. Grace is designed so appointments, visit types, records, and the session workflow can connect more naturally to invoicing and payment follow-through. That continuity reduces re-entry, duplicate handling, and the small disconnects that often slow the billing process down.
Appointments connected to billing workflows
Session-aware invoice preparation
Less duplicate administrative work
Better continuity from care to payment
12
Invoiced
9
Paid
3
Pending
Operational Payments
Payments that stay part of the operational workflow.
Collecting payment is only one part of the process. Practices also need visibility into what has been billed, what has been paid, what remains outstanding, and what still needs follow-up. Grace supports payments as part of a broader workflow that includes invoice creation, status visibility, reporting, and cleaner operational handoff across the practice.
Connected payment tracking
Outstanding balance visibility
Cleaner status awareness
Less fragmented financial follow-through
Financial workflows with less drag.
Billing can become heavy when every step has to be rebuilt: service details, invoice creation, tax handling, payment status, adjustments, and reporting. Grace helps reduce that drag through more connected invoice workflows, staged next steps, payment visibility, and a financial layer that feels more integrated with the rest of practice operations.
Less rebuilding. More continuity. Clearer financial flow.
Financial Visibility
Reporting that makes the financial side easier to read.
Practices need more than transactions. They need visibility. Grace supports reporting across revenue, balances, payment methods, therapist-level financial performance, claims-related reporting, and broader payment activity helping practices understand what is moving and what needs attention without relying on spreadsheets.
Collection Rate
94%
Outstanding
$2,180
Avg. per Session
$176
Ready to simplify your billing?
Join practices that are moving toward more connected financial workflows.
Intelligence
Billing support, quietly embedded.
Grace's intelligence helps reduce repetitive financial work where it tends to accumulate. That includes staged billing support, administrative assistance, status visibility, coding-related direction, and workflow support that help the next financial step arrive more prepared without turning billing into a separate operational burden.
Billing workflow staging
Administrative assistance
Status-aware next-step support
Intelligence embedded into the workflow
Useful where the friction builds. Quiet where the workflow should stay clear.
Infrastructure
Stripe-connected payment workflows.
Grace supports payment workflows through Stripe-connected infrastructure, helping practices handle payment collection, webhooks, payment events, refunds, credits, and related financial flow with better continuity across the platform.
Stripe payment workflows
Webhook-connected payment events
Refund and adjustment support
Payment-aware operational continuity
payment_intent.succeeded
Webhook received
Invoice status updated
Auto-reconciled
charge.refunded
Processing
Claims Support
A foundation for claims-related workflows.
Grace includes a documented framework for claims-related support, with implementation depth continuing to expand over time. The goal is to create a cleaner path for practices that need stronger continuity across billing, reimbursement-related activity, and the broader financial side of care.
Designed with claims-related workflow growth in mind.
Billing that works for solo practices and growing clinics.
Grace is designed to support the financial rhythm of solo practitioners today while creating room for more structured workflows as organizations grow. That includes clearer invoice handling, payment visibility, reporting, adjustments, and the financial foundations needed by multi-provider and multi-site practice environments over time.
Simple enough to use every day. Structured enough to scale.
What this means in practice.
For clinicians
Less administrative drag after the session and a cleaner path from care to invoice to payment.
For practices
More legible financial workflows, better visibility into balances and status, and billing operations that stay more connected to the rest of the system.
A better billing system does more than collect money. It helps the practice move more cleanly.
Built for trust-sensitive financial workflows.
Billing and payment systems touch sensitive operational and client information. Grace is designed to support those workflows with role-aware access, clearer status visibility, connected records, and reviewable operational flow across the financial side of practice.
View Security & ComplianceSee how Grace handles the flow from session to payment.
Explore how Grace supports invoicing, payment collection, balances, reporting, and connected financial workflows across the practice.
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