Lucid - One Solution for All Your Practice Finances

One Solution for All
Your Practice Finances

AI-powered bookkeeping, taxes, and CFO services. We find medical practices an average $50,711 in tax credits most CPAs miss.

G25/5

You get a dedicated CPA who knows your specialty - available 24/7, not just software. Smart tech, smarter humans.

  • Built for healthcare practices
  • SOC 2 & HIPAA aligned
  • Transparent, AI-driven pricing
Practice owner, smiling Smiling doctor in scrubs
4.9/5Rated by practice owners
$50,711Avg. tax credits found
Ask Lucid's AI: compare scenarios, forecast, and plan in plain English

Trusted by practices across every specialty

Modern Thyroid ClinicSigma OrthopedicsAscend Behavioral HealthAmarilloMDNanoom Medical GroupT1D Screening QueenRestorative Resilience Counseling
SOC 2 aligned HIPAA aligned Bank-level encryption Accuracy guarantee No credits found? You pay $0
Reviewed on G2

Don't take our word for it

5 out of 5

Rated by medical practice owners on G2

100x

Faster monthly close

20 hrs

Saved per month, per location

$50,711

Average tax credits found

4.9/5

Rated by practice owners

Specialties we serve

Loved by practice owners nationwide

A sports-medicine surgeon running a portfolio of healthcare businesses - he leans on Lucid for real-time books, taxes, and CFO insight across every entity.
Dr. Frank McCormick
Dr. Frank McCormick, M.D. Founder, Sigma
Leads operations for Ascend Behavioral Health, a multi-location behavioral-health group - with real-time financial clarity across every clinic.
Samantha Hewett
Samantha HewettAscend Behavioral Health
Founder of Modern Thyroid Clinic in Austin - a nationally recognized thyroid specialist, TEDx speaker, and author scaling patient-first endocrine care.
McCall McPherson, PA-C
McCall McPherson, PA‑CFounder, Modern Thyroid Clinic
Founder of Skin MD, a fast-growing dermatology and medical-aesthetics practice - with Lucid keeping the finances clean as she scales.
Dr. Tracie Swayden
Dr. Tracie SwaydenFounder, Skin MD
Founder of Restorative Resilience Counseling, a trauma-focused private counseling practice built on steady, people-first care.
Victoria Hudson
Victoria HudsonFounder, Restorative Resilience Counseling
Founder of AmarilloMD, a direct-care medical practice, and a published physician focused on accessible, transparent care.
Dr. Deb Moore
Dr. Deb Moore, M.D.Founder, AmarilloMD
Founder of T1D Screening Queen, an early type-1 diabetes screening practice and advocacy brand expanding access nationwide.
T1D Screening Queen
Lauri DeaneFounder, T1D Screening Queen
Simple, transparent pricing

Starting at $130/mo

All-in-one bookkeeping, taxes, tax credits, and CFO - one clear price that scales with your practice. No surprises, no per-question fees.

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Everything in one place

Every financial decision, made with confidence

AI accounting, done for you

Real-time bookkeeping, taxes, and CFO - reviewed by your dedicated CPA, 24/7.

Found money

Tax Credits

Avg $50,711 found. Pay $0 if we find none.

Bookkeeping

Always-current, accurate books.

Taxes

Filed on time, deductions maxed.

Built for your specialty

Insurance vs. private-pay, provider productivity, and multi-location groups.

CFO Services

Forecasts & board-ready clarity.

Dedicated CPA

A real expert on your team, 24/7.

  • SOC 2 aligned
  • HIPAA aligned
  • Bank-level security
  • Live in 24 hours
See Lucid in 60 seconds

The AI-native back office for your practice

The Lucid Experience

See your back office in action

A guided tour of what your practice gets - real-time books, AI financials, and CFO-grade planning in one place.

Generate a full financial plan in seconds.

Designed for the way practices run

Smiling doctor reviewing a real-time finance dashboard

See the health of your practice, every day

Income and expenses auto-categorized by AI the moment they happen - so you always know what you earned, what you can write off, and where your money is going.

  • Live P&L, cash flow, and margin by location or provider
  • Insurance, private-pay, and payer-mix tracking
  • Plain-language reports - no accounting degree required
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Team of smiling medical professionals

Keep more of what your practice earns

Our experts handle quarterly estimates, S-corp strategy, and specialty deductions most CPAs miss - then file everything on time, every time.

  • Year-round tax planning, not a once-a-year scramble
  • Tax credits found and claimed - you pay $0 if there are none
  • Multi-state and multi-entity support for growing groups
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Smiling female doctor chatting with her Lucid support team

A finance team on demand - minus the overhead

It feels like having a full finance department: a bookkeeper, a CPA, and a CFO who all know your practice and respond within one business day.

  • Dedicated experts who specialize in medical practices
  • What-if scenarios for hiring, expansion, and new locations
  • Board- and investor-ready updates on demand
Talk to an expert
Built for every stage

Wherever your practice is, we grow with you

Solo practitioner smiling in clinic
Solo & new

Just opened your doors

Clean books, entity setup, and a tax plan from day one - so the foundation is right.

Established practice doctor smiling
Established

1-2 locations, growing

Deeper CFO insight, payroll, and S-corp strategy as your team and revenue scale.

Medical group team smiling together
Multi-location

Groups & MSOs

Consolidated reporting, benchmarking, and fundraising support across every entity.

Simple, transparent pricing

Estimate your monthly cost

Slide to your practice's size for one clear, all-in price. No demos, no surprises.

Questions, answered

What practice owners ask before switching

How fast can my practice get started?

Most practices are live in about 24 hours. We handle the switch from your current bookkeeper or CPA, clean up prior months, and set everything up - with zero disruption to patient care.

Is my practice data secure and HIPAA-compliant?

Yes. Lucid uses bank-level encryption and SOC 2 and HIPAA-aligned controls. Your data is never sold and never used to train outside AI models. See our Security & Trust Center for details.

Do I work with a real person, or just AI?

Both. AI keeps your books current in real time, and you get a dedicated CPA who knows your specialty and owns your numbers. It's a high-touch service with a real expert on your team, available 24/7.

How much does it cost?

Pricing is transparent and starts at $130/mo, scaling with your practice's size. Use the calculator above for an instant estimate - no demo required, no hidden fees, no surprise setup charge.

What if you don't find any tax credits?

Then you pay $0 for credits work. We only get paid for credits if you actually receive them - so there is no risk in letting us look.

Can you handle multiple locations or entities?

Yes. Lucid supports solo practices through multi-location groups and MSOs, with consolidated reporting, multi-state filings, and benchmarking across every entity.

Modern Thyroid ClinicSigma OrthopedicsAscend Behavioral HealthAmarilloMDNanoom Medical GroupT1D Screening QueenRestorative Resilience Counseling

Ready to focus on patients, not paperwork?

Join the practice owners who trust Lucid with their numbers. Smart tech, smarter humans - and a dedicated CPA on your team from day one.

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Free 30-min consult Live in 24 hours

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