
AdvancedMD is the all-in-one cloud-based medical office software trusted by thousands of independent practices to run smarter, faster, and more profitably. It unifies practice management, EHR, and patient engagement into a single seamless platform — eliminating the inefficiencies of disconnected systems.
The AI Clinical Assistant is at the core of the modern AdvancedMD experience. It powers ambient listening and auto-transcription, capturing patient conversations and turning them into structured chart documentation in moments — reducing note-writing from 15 minutes to seconds. AI-generated chart action items, pre-visit summaries, and insurance card capture further eliminate manual data entry, so your staff spends less time on paperwork and more time with patients. AI Narrative Insights continuously analyzes practice performance data, surfacing trends and opportunities you can act on directly from your dashboard.
On the financial side, AdvancedMD strengthens your bottom line with robust revenue cycle management, a multi-clearinghouse model including a Waystar partnership for cleaner claims, and computer-assisted coding to maximize reimbursement. The result: faster payments, fewer denials, and healthier cash flow.
Built on secure AWS infrastructure with Password Breach Detection, AdvancedMD keeps your practice protected and compliant — accessible from any device, anywhere, anytime. Whether you're a solo provider or a growing multi-specialty group, AdvancedMD scales with you — delivering an intelligent, unified experience that lets you focus on what matters most: your patients.
The future of independent practice isn't just surviving — it's thriving. AdvancedMD gives you the technology to do both, without the complexity.
Learn more
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
Learn more
Loophole
Loophole is an innovative productivity assistant powered by AI, designed to operate discreetly in the background of your desktop, where it monitors your screen in real-time, tunes into your ongoing content and meetings, and delivers practical intelligence along with automated workflows. This tool is capable of responding to inquiries related to your current view, producing context-specific suggestions, performing tasks for you—like sending messages or starting workflows—and offering real-time meeting insights that include transcription and prompts for next steps, all while remaining unobtrusive during screen sharing and recordings. Additionally, the platform evolves with your workflow by employing pattern-learning, which enables it to foresee your requirements and provide proactive support even before you express a need, thus turning everyday interactions into efficient actions. By continuously learning from your habits, Loophole not only enhances productivity but also transforms how you engage with your digital workspace.
Learn more
Ask Assist
Ask Assist is an innovative personal assistant app powered by AI that aims to enhance everyday life through convenience, efficiency, and engaging support. Unlike typical AI chatbots, it offers personalized task recommendations, seamless conversations, and a variety of predefined activities designed to boost productivity, foster communication, and inspire creativity. Utilizing sophisticated AI algorithms, Ask Assist learns about users' preferences, objectives, and daily habits, enabling it to propose tasks that align with individual interests, whether that's organizing a to-do list or optimizing daily schedules. Users have the freedom to engage in discussions on diverse topics, share ideas, acquire new knowledge, or simply enjoy meaningful conversations with an AI tailored to understand and interact in a relatable manner. Additionally, the app features predefined tasks and role-playing scenarios such as practicing for job interviews, conducting mock presentations, enhancing language skills, and other guided activities aimed at building both confidence and communication abilities. This comprehensive approach not only assists users in accomplishing tasks but also encourages personal growth and skill development in a supportive environment.
Learn more