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What is Fiscal Flow?

Fiscal Flow is a specialized accounting growth platform that helps accountants and CPA firms scale using fully automated marketing systems. It is designed to make firm growth predictable by replacing guesswork with repeatable, data-driven processes. Fiscal Flow focuses on organic visibility, helping firms get found online without paying for ongoing Google Ads. Its AI-powered lead response system instantly follows up on missed calls, texts prospects, and books appointments around the clock. The platform includes a CRM that visualizes cash flow and pipeline movement, eliminating lost leads and messy spreadsheets. Old prospect lists can be uploaded and automatically re-engaged, often converting dormant enquiries into high-value clients. Automated calendar booking removes scheduling friction and dramatically reduces admin time. Reputation management tools request reviews at optimal moments to boost SEO and trust. Social media automation simplifies brand building with bulk scheduling and centralized management. Fiscal Flow is built to run in the background with little technical input from the firm. By systemizing lead generation, follow-up, and conversion, it enables accountants to grow sustainably without increasing workload. The result is a scalable, predictable growth engine tailored specifically for accounting professionals.

What is Careficient?

Careficient is a scalable, cloud-based EMR platform built to help home health, hospice, home care, and palliative care agencies streamline clinical, administrative, billing, and compliance operations. The software is designed around the needs of care agencies that want to reduce manual work, improve productivity, and run multiple workflows from one connected system. Careficient supports intake, referral management, admissions, client health records, caregiver management, integrated scheduling, point-of-care documentation, data analysis, reporting, billing, payroll, and interoperability. Agencies can use the platform to automate routine tasks, reduce costs, improve staff efficiency, and support faster reimbursement. The system is built to scale from a single agency to large organizations managing many agencies or multiple lines of business. Careficient also helps agencies manage regulatory compliance by supporting accurate documentation, secure records, EVV workflows, and connected clinical and back-office processes. Its module suite extends the core EMR with CareClaims for real-time claims, eligibility, and payer management, as well as CareClaims Pro for additional Medicare claims automation and analytics. CareAnalytics provides revenue cycle intelligence to help agencies understand cash flow and profitability, while CareEVV improves visit verification, documentation accuracy, and caregiver experience. CareDocuments streamlines inbound and outbound document management, and CareConnect enables interoperability between Careficient and important care partners. CarePortal gives authorized family members, providers, and patients secure access to electronic medical records, while CareDDE automates connectivity to a Medicare fiscal intermediary. With its combination of EMR, scheduling, payroll, billing, analytics, compliance, and interoperability tools, Careficient helps care agencies operate more efficiently while keeping patient care at the center of the business.

Media

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Media

Integrations Supported

Inovalon Provider Cloud
QuickBooks Accountants
SHP for Skilled Nursing
Waystar

Integrations Supported

Inovalon Provider Cloud
QuickBooks Accountants
SHP for Skilled Nursing
Waystar

API Availability

Has API

API Availability

Has API

Pricing Information

$197/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fiscal Flow

Date Founded

2024

Company Location

United Kingdom

Company Website

fiscalflow.uk

Company Facts

Organization Name

Careficient

Date Founded

2016

Company Location

United States

Company Website

www.careficient.com

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Categories and Features

Home Health Care

Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting

Hospice

Assessment Management
Bereavement Management
Care Planning
Claims Management
EMR / EHR
Medication Tracking
Patient Intake
Physician Portal
Scheduling
Volunteer Management

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