This is a demo. Alderbrook Family Medicine is not a real company, and every number here is invented. This is what your own portal would look like.

Alderbrook Family Medicine

Marketing agency Contractor Ecommerce brand Medical practice

Messages

Everything your accountant needs to ask you, and everything you need to ask back. In writing, at whatever hour suits you.

Your accountant has 2 questions for you

September 4

Your accountantYour accountant

This $6,400 charge from Crestline Medical Supply isn't tagged to a location. Was this for the downtown office or the east side clinic?Waiting

2026-08-19 · Expense · Crestline Medical Supply · Uncategorized Expense · ($6,400.00)

Your accountantYour accountant

A $22,300 deposit came in from Continental Health Plan but I don't see a matching claims batch. Is this a bulk reimbursement for July's claims?Waiting

2026-08-09 · Deposit · Continental Health Plan · Undeposited Funds · $22,300.00

Your accountantYour accountant

Is the new vitals monitor a piece of equipment to depreciate, or a supply expense?

2026-07-27 · Expense · Crestline Medical Supply · Medical supplies and vaccines · ($3,850.00)

You

Equipment. It's a capital purchase for the east side clinic, not a consumable.

Example questions, invented like the rest of the demo. In your own portal you answer them here and the answer reaches your accountant.