Private beta, version 0.9

Shrink Books

Bookkeeping built for a therapy practice, not a corporation. Client ledgers, a one-click monthly billing run, invoices and superbills that look like your letterhead, and an iPhone companion for the hours you are not at your desk. Not one byte of it on someone else's server.

Ask for a beta build How your data is handled
The Shrink Books dashboard: outstanding, earned, and paid totals, client count, average fee, a monthly totals table with a bar chart, and a grid of client avatars with owed amounts.

On your phone too

The part you need between sessions.

The iPhone companion carries what matters when you are not at your desk: what each client owes, their fee and contact details, and the notes you wrote last time. Record a session or a payment right after it happens, and it is on your Mac by the time you get back.

The Shrink Books iPhone app showing the dashboard: outstanding, earned, and paid totals for the month, a client count, and a list of clients with the amount each one owes.
The month at a glance, and who owes what.
A client screen in the Shrink Books iPhone app showing balance, fee, phone and email, recent session notes with dates, a list of recent sessions and payments, and buttons to add a session or a payment.
Balance, notes, and one tap to log a session or a payment.

Sync you actually control

Your Mac and your phone share one private iCloud container, not a server of mine. The file is encrypted before it ever leaves your Mac, the key travels separately through your iCloud Keychain, and the two copies merge instead of overwriting, so an edit made in the office and one made on the train both survive.

What it does

The month-end job, in about a minute.

A ledger for every client

Sessions, payments, fees, and the running balance, laid out the way you actually think about them. Payments allocate to the months they cover, so what a client owes for March stays attached to March.

Invoices and superbills

Real PDFs on your own letterhead, with your credential, license number, NPI, diagnosis, and CPT codes already in place. Print them, save them, or send them as a Mail draft you get to read before it goes.

Your calendar already knows

Shrink Books reads your work calendar, matches events to clients, and proposes the sessions for you to confirm. Longer appointments bill proportionally. Nothing is recorded without your review.

Payments that record themselves

The app watches a mailbox for Venmo, Zelle, and PayPal receipts, matches each one to a client, and offers it up for one-click recording. Take cards and bank transfers through Stripe if you want to, with durable payment links right in the invoice.

Autopay, with permission

Clients who opt in keep a card on file, set up through a secure Stripe link you send once. From then on the billing run, or each session if you prefer, charges it and records the payment by itself. Failures surface immediately, and future-dated sessions are never charged. Bank transfer stays available through the payment link on every invoice.

Ask Shrinky

A built-in assistant who knows how the app works and can answer questions about your own books. He is careful about boundaries: no legal, tax, or clinical advice, and he asks you to keep client names out of the chat.

A look around

Your books, without the spreadsheet.

The Shrink Books Billing page: a monthly billing run button, an email payment scanner, a checklist of clients who will be billed with their amounts, and a list of payments received.
The month-end run: every client, one button, each invoice made their way.
A client ledger in Shrink Books for the fictional client Anne Sample, showing sessions and payments grouped by month with running balances, plus quick forms to record a payment or a session.
A ledger that reads like you think: sessions, payments, and what August still owes.
A sample Shrink Books invoice for the fictional client Anne Sample: dated psychotherapy sessions with CPT codes, a balance summary, and a payment information block with a QR code for bank transfer or card payment.
A real invoice from the demo books. All names fictional.

Invoices clients actually understand

Dated line items with CPT codes, the month's balance math shown plainly, and your letterhead up top. If you take cards or bank transfer through Stripe, every invoice carries a QR code and a durable payment link, so paying you is one scan.

Superbills work the same way: any date range, diagnosis and license details in place, paginated cleanly for insurance.

Your records

Built for notes that must not leak.

A therapy practice keeps protected health information. That shaped the whole design: there is no cloud account behind this app, and there is no server that could be breached, subpoenaed, or sold.

  • ✓Encrypted at rest. Your books are stored as an AES-GCM encrypted file in your own home folder, with the key in your Mac's Keychain.
  • ✓No accounts, no server of mine. Nothing to sign up for, and no copy of your books anywhere I can reach. The only things that ever leave your Mac are optional: iCloud sync, Stripe payments, and the AI features, each spelled out in the privacy policy.
  • ✓Backups that go back a year. Daily for thirty days, then weekly for a year, kept locally and encrypted beside your books.
  • ✓Your other devices, if you want. Optional sync between your Macs and your iPhone through a private container in your own iCloud account, encrypted before it leaves the device. Off by default.
  • ✓Signed and notarized by Apple. The build you download is the build that was checked.

Read the full privacy policy

Try the beta

Shrink Books is in a private beta with working therapists. Builds go out by hand so I can hear what breaks. Send a note and I will send you a disk image and a way to reach me when something is wrong.

Ask for a beta build

Version 0.9, macOS 15 or later. Delivered as a signed, notarized disk image. The iPhone companion is still in development and is not part of the beta yet.