Heard
The only financial management software built for private practice owners
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Methodology
Heard Reviews — Pricing, Features & The Honest Take
Heard Overview
What is Heard?
Heard combines software, done-for-you bookkeeping, tax services, banking, and payroll (via partner) into a single platform tailored for U.S.-based mental health and wellness private practice owners. It automates bank syncing and transaction categorization, provides monthly bookkeeping and reconciliations, quarterly tax estimates and guidance, entity (S-corp) support, and dedicated CPA/bookkeeper support alongside specialty therapy-specific deduction tracking and reporting.
| Company | Heard Technologies, Inc. |
|---|---|
| Year founded | 2019 |
| Company size | 51-200 employees |
| Headquarters | Seattle, Washington, USA |
Heard Categories on Findstack
5.0
(1)
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What Heard is best for?
How does Heard compare to QuickBooks Online?
What are the pros and cons of Heard?
Heard Product Details
| Capabilities |
AI
|
|---|---|
| Segment |
Small Business
Freelancer
|
| Deployment | Cloud / SaaS / Web-Based |
| Support | Chat, Knowledge Base, Phone Support |
| Training | Documentation, Webinars |
| Languages | English |
Heard Pros and Cons
- All-in-one solution combining bookkeeping, taxes, banking, and payroll (via partner).
- Therapy-focused categories, deductions, and guidance tailored to private practice.
- Dedicated human bookkeepers and CPAs plus software automation.
- Clear pricing tiers and feature delineation.
- Done-for-you bookkeeping with catch-up options.
- Relatively high monthly fees; Lite plan excludes annual tax filing unless paid extra.
- Limited integrations beyond bank sync and payroll partner (no public API documented).
- Payroll has limitations (no next-day deposit, limited time-tracking and multi-rate pay support).
- Does not support multi-owner partnerships or non-U.S. practices.
- No evidence of open-source code or a public API for custom integrations.
Heard Pricing
Heard Features
Accounting software integrations
Accounts Payable
Accounts Receivable
Add-ons (extra features beyond base plan)
AI Assist / automated guidance
AI-based tools / automation beyond categorization
AI or automation tools (chatbot / assistant)
Analytics / key performance indicators (KPIs)
Annual tax filing support (personal &/or business)
API Access
API or white-label partner capabilities
API / third-party integrations
Approvals / workflow for documents & expenses
Audit Trail
Auto-categorization / mapping rules
Automated Reminders
Bank feeds / bank reconciliation
Bank feeds & bank statement extraction
Banking integration / business bank account / debit card
Bank Reconciliation
Billing & Invoicing
Bills / accounts payable management
Bookkeeping (transaction tracking, reconciliation)
Budgeting & Forecasting
Business bank account guidance / setup
Carryforward of prior-year returns or data
Cash Flow Forecasting
Client portal / secure document sharing
CLI Tools
Compliance management
Contact / supplier / customer management
Customer Management
Customizable Reports
Custom rules / workflow automation
Dashboards & Analytics
Dashboard / visual performance graphs
Data Import/Export
Dedicated accountant / CPA consultation
Deduction tracking / maximization
Document management and reminders
Document management / source document handling
Document storage & retrieval (formation docs, EIN letter, etc.)
Duplicate detection / data validation
E-commerce analytics (orders, sales channels, marketplace sync)
EFILE / electronic filing to CRA / Revenu Québec
Electronic signature support
Employer Identification Number (EIN) issuing
Expense claims / approvals workflows
Expense & receipt management
Expense Tracking
Federal tax filings / IRS filings
Financial Reporting
Financial reporting / dashboards (P&L, cash flow etc.)
Financial reporting (P&L, balance sheet, cash flow etc.)
Fixed Asset Management
Fixed asset tracking / depreciation
Form/slip management (T4, T5, NR4, etc.)
General Ledger
Integrations / App marketplace / open API
Integration with accounting/bookkeeping tools
Integration with Third-Party Apps
Inventory Management
Inventory / Stock Management
Invoicing and quotes
Invoicing / sending bills
Line-item extraction
LLC / C-Corp formation filing
Localization / regulation compliance (VAT, deadlines)
Mileage Tracking
Mobile Access
Mobile app availability
Mobile apps (iOS / Android)
Mobile or browser-based access (web-app)
Monthly bookkeeping / reconciliation
Multi-Company
Multi-currency
Multi-currency accounting
Multi-currency / International support
Multi-Currency Support
Multi-language (English / French) support
Multiple bank account connections
Multi-user / firm licensing / shared server or office use
OCR / Intelligent data extraction
Onboarding / catch-up bookkeeping
Open-source availability
Operating agreement / corporate bylaws
Payment Processing
Payment processing / accept payments
Payment processor / gateway integration
Payroll Management
Payroll management / payroll integration
Payroll support
Practice / multi-client management
Pricing free trial or evaluation version
Project Accounting
Proprietary / closed-source
Purchase Orders
Quarterly / estimated tax calculation
Quarterly tax estimates and reminders
Québec-specific returns/slips
Real-time / automated bank account sync
Receipt & invoice capture
Recurring Billing
Registered Agent Services
Reporting / Data exports / Data mining
Reports / dashboards / analytics
Revenue Recognition
Sales Orders
Sales tax automation / tools
SSN / residency handling for international founders
State compliance (annual reports / state filings)
Supplier statement reconciliation
Support / Customer service
Support for contractor 1099 filings
Support for different business entities
Support for multiple types of tax returns
Tax compliance (sales tax / VAT / local taxes)
Tax extension / state tax support / multi-state filing
Tax Management
Templates for letters / invoices / correspondence
Time & Expense Tracking
Time tracking and project/job costing
Transaction categorization / expense categorization
User roles / permissions / multi-user access
Vendor Management
Virtual mailing / business address
Workflow / review tools
Heard Alternatives
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: August 29, 2026
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