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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Heard is a comprehensive financial back office designed exclusively for therapists, seamlessly integrating bookkeeping, taxes, payroll, and business assistance into a single cohesive platform. This service empowers private-practice owners to track their financial flow, maintain organization throughout the year, and confidently make informed fiscal choices without the hassle of managing spreadsheets or juggling various service providers. By linking their business bank and credit card accounts, users allow Heard to sort transactions, reconcile accounts, and generate straightforward monthly financial statements that detail income, expenses, profits, and cash flow. Additionally, it offers support for quarterly tax projections, preparation and submission of annual federal and state taxes, identification of business deductions, tax extensions, and continuous access to financial professionals well-versed in the unique challenges of therapy practices. Furthermore, the integrated payroll system ensures that owners can accurately compensate themselves, handle employee payroll, manage contractor payments, and keep payroll records in sync with their bookkeeping and tax obligations, enhancing overall financial management for practitioners. This holistic approach not only simplifies financial tasks but also allows therapists to focus more on their clients and less on administrative burdens.

Description

Norman is an innovative accounting and tax platform powered by artificial intelligence, designed to manage the entire bookkeeping process, including everything from receipts and bank transactions to VAT returns and comprehensive financial reporting. The system efficiently categorizes bank transactions, seamlessly matches uploaded or forwarded receipts to corresponding entries, suggests appropriate accounting classifications, and ensures that financial records are always current without the need for manual data entry. Behind the scenes, AI agents are tasked with classifying transactions, reconciling expenditures, preparing necessary filings, pinpointing deductible expenses, flagging any irregular bookings, and providing valuable financial insights that can be acted upon. Additionally, Norman facilitates the creation, dispatch, and tracking of compliant invoices, automatically records revenue, and maintains visibility of outstanding items within the same process. With live dashboards, users can monitor their revenue, expenses, profit margins, upcoming deadlines, and projected tax obligations as the accounting data evolves in real-time. In terms of tax processes, Norman not only prepares returns based on the latest accounting data but also conducts verification checks, allowing users to review and approve submissions prior to filing, ensuring accuracy and compliance every time. This comprehensive approach streamlines accounting tasks, making it easier for businesses to maintain their financial health and focus on growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Claude Code Yes 
Codex CLI Yes 
Kokoro TTS Yes 
Markdown Yes 

Integrations

Claude Code No 
Codex CLI No 
Kokoro TTS No 
Markdown No 

Pricing Details

$12 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Heard

Country

United States

Website

heard.dev/

Vendor Details

Company Name

Norman

Founded

2023

Country

Germany

Website

norman.finance/

Product Features

Product Features

Sales Tax

Address Validation No 
Audit Trail No 
Consumer Use Tax No 
Exemption Management No 
Tax Calculator No 
Tax Filing No 
Taxability Verification No 
Transaction Tracking No 
Value Added Tax (VAT) No 

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