MedApexOne
Financial clarity for medical practices

Your practice's finances, in one clear view.

Banking, revenue, spending, payroll, and accounting — brought together in a single secure dashboard, so owners, CFOs, and office managers always know exactly where the practice stands.

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Cloudflare Zero Trust Bank links via Plaid Tamper-evident audit trail
Security first Cloudflare Zero Trust Bank connections via Plaid Tamper-evident audit trail Built toward SOC 2
The everyday reality

Running a practice shouldn't mean juggling five logins.

  • × Bank balances in one portal, the card in another, payroll somewhere else.
  • × Collections buried in the billing system, bills tracked on a spreadsheet.
  • × The real picture only shows up on a quarterly call with the accountant.
  • × No clean way to hand the books to staff without handing over everything.

With MedApexOne, it's one view.

Your accounts flow into a single owner's-eye dashboard that updates as the data comes in — organized the way you actually think about the practice.

  • Cash, revenue, spending, and bills in one place
  • Role-based access — delegate without oversharing
  • Reports prepared the way your CPA wants them
What you can do

Everything you need to run the money side of the practice.

Each area answers a question you actually ask — and the numbers update as your data flows in.

Overview
Cash position, what you owe, and what's owed to you — the whole picture at a glance.
Money In
Revenue and collections by payer, so you can see how the practice is really getting paid.
Money Out
Every dollar of spending — by category, by card, and by month, quarter, or year for planning.
Pay Bills
What you owe, aged and organized into a clear queue so nothing slips.
Reconcile
Bank activity matched to your books, with anything unusual surfaced for a quick look.
People
Partner shares and the staff roster in one place, kept clearly separate.
Reports
Period reporting and variances, prepared in a form your CPA can work with directly.
Time Off
Requests, approvals, balances, and the payroll hand-off — shared with the rest of the app.
How it works

Up and running in three steps.

1

Connect your accounts

Banking, cards, payroll, and accounting come together — bank links handled securely by Plaid, never stored by us.

2

See it all in one view

Revenue, spending, bills, and cash land in a single dashboard, organized the way an owner thinks about the practice.

3

Decide with confidence

Plan spending, catch what looks off, and hand work to staff or your CPA — with a clear, tamper-evident trail of who did what.

Security & trust

Built to be trusted with the books.

Practice finances carry real responsibility. MedApexOne is designed so an owner can hand day-to-day work to staff or a new hire with confidence.

Tamper-evident audit trail
Every action is recorded with who did it and when, and entries can't be quietly altered or removed — strong oversight and protection against insider risk when you delegate the books.
Zero Trust access
The app sits behind Cloudflare Zero Trust, so multi-factor sign-in is required before MedApexOne ever loads — a secure front door in addition to your account login.
Each practice, kept separate
Your practice's data is isolated from every other organization, and access is scoped to a person's role within your practice.
Bank connections via Plaid
Bank links are handled by Plaid, the same service used by leading finance apps — your banking credentials are never seen by or stored in MedApexOne.
Built toward SOC 2
Security and controls are being developed against the SOC 2 framework, with the audit-trail and access work above as a foundation.
Your CPA stays in the loop
Reporting is prepared with your accountant in mind, so reviews and period close are a shared, transparent process.
Who it's for

One workspace, every seat at the table.

Owners

Practice owners

The whole financial picture at a glance — without the spreadsheet wrangling.

Finance

CFOs & controllers

Reconciliation, variances, and reporting together in one workspace.

Operations

Office managers

Bills, the payroll hand-off, and time-off in a clean, role-scoped view.

Advisors

Your accountant

Period reporting prepared for review, backed by a clear audit trail.

Questions

The things owners ask first.

Is my financial data secure?
Yes. Access sits behind Cloudflare Zero Trust (multi-factor sign-in before the app even loads), each practice's data is isolated, and every action is written to a tamper-evident audit trail. Bank connections are handled by Plaid, so your banking credentials are never seen by or stored in MedApexOne.
Do I have to switch my accounting system?
No. MedApexOne brings your existing data together into one view and works alongside the books you already keep — it's designed to complement your accountant's process, not replace it.
Who can see what?
Access is role-based and enforced behind the scenes, not just hidden in the interface. Owners see everything; a CFO, office manager, or staff member sees only what their role allows — so you can delegate day-to-day work without handing over the keys to everything.
How do bank connections work?
Through Plaid, the same secure service used by many leading finance apps. You connect your bank in your browser, and your credentials are never passed to or stored by MedApexOne.
How do we get started?
MedApexOne is in a pilot, by invitation. Reach out below and we'll talk through whether it's a fit for your practice and set up your workspace.

Ready to see your practice clearly?

If your practice already has a MedApexOne workspace, enter its name to sign in. For pilot access, reach out and we'll get you set up.

app.medapexone.com /
Questions or access requests: [email protected]