Essential finances

Keep up with appointments.And their payments.

Record session fees and track payments in the context of each appointment. Keep financial information connected to your everyday practice.

15 days free. No credit card required.
Professional on a video call in her workspace
Support for your everyday work

Less work around care. More presence in it.

From preparing for a session to reviewing your notes, each tool has a place in your day.

  1. Record each session fee

    Keep the fee alongside the session information. Consult these records when you need to review your practice finances.

  2. Track payments

    Update the payment status of sessions and consult what is recorded as received or pending.

  3. Find the information in context

    Review fees and payments connected to appointments. Find the information without relying on scattered notes.

Take a closer look

See how it works in practice.

Explore an Ana M demonstration with fictional data and get to know the workflow before you begin.

Features
Real screens · demonstration data
It all connects

Your everyday work, all in one place.

Features
Technology with your perspective

AI for you, not instead of you.

Ana M helps record and organize. You interpret, review and decide.

Use technology to support your routine while keeping your way of working and your responsibility for care.

Essential finances

Frequently asked questions

Essential finances lets you record fees and track session payment status. Recording a payment does not charge a client or transfer money.

Try it free for 15 days

Plans from R$46.99 /mo*

R$563.90 charged every 12 months. Equivalent to R$46.99/month.