Accounting software for mental health professionals
Simple books for private practice, so your time goes to clients and not paperwork.
Therapists, counsellors, psychologists and coaches in private practice need straightforward records: session fees, room hire, supervision, insurance, CPD and professional memberships. AvrioBooks lets you send invoices or statements to clients, record expenses with receipts, reconcile your bank and run reports for Self Assessment. Many sole traders find it easiest to keep one account for each income and cost type.
Privacy: do not put clinical notes or sensitive client information in your accounting records. Use invoice descriptions such as “Session, 12 November”. AvrioBooks is not a clinical notes, scheduling or insurance-claims system. Read allowable expenses for sole traders.
Session invoices
Send invoices or statements by email with a clear description.
Expenses and receipts
Record room hire, supervision, insurance and CPD with receipts.
Bank reconciliation
Import statements and match client payments.
Reports for tax
Profit and loss for your Self Assessment.
Making Tax Digital
Records that help with quarterly updates from April 2027, if you are in scope.
Security
Two-factor sign-in and roles help protect your data.
Get going in four steps
- Start a free trial and add clients by name only.
- Invoice sessions with neutral descriptions.
- Record expenses and attach receipts.
- Review the profit and loss each quarter.
Frequently asked questions
Should I put clinical information in my accounts?
No. Keep clinical notes in a separate, appropriate system and use neutral invoice descriptions.
Can I send invoices to clients?
Yes, by email as a PDF.
Does AvrioBooks handle insurance claims or bookings?
No. It is accounting software only.
Does it help with Self Assessment?
It gives you records and reports. Your return or accountant works out the tax.
How much does it cost?
Plans start at £12 a month per business, excluding VAT, after a 30-day free trial of everything in Premium.
Keep exploring
Sole traders Allowable expenses Security Freelancers Pricing
Start your free trial
Try everything in Premium free for 30 days. No card needed, and nothing is deleted if you stop.
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