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By Clara Team

Best software for self-employed therapists

For a self-employed therapist, software should be understandable between sessions and sufficient for normal work. You do not need to buy clinic coordination if you do not run a clinic. Compare the cost of a realistic month of sessions, notes and invoices, then check what you retain on leaving. A smaller reliable system can beat a platform requiring wholesale reorganization.

Disclosure: This guide is published by Clara's team, one of the products compared. It describes features and terms advertised on official pages, reviewed October 2, 2026. It is not an independent performance test. We recommend other products when they better fit the stated need.

The short answer

  • moodo IA: For comparing a published all-in-one subscription, with workflows verified.
  • Clara: For connecting therapy records with your own practice administration.
  • Heidi: For testing documentation when scheduling and billing already work.

The options at a glance

  • moodo IA

    Where to start
    For comparing a published all-in-one subscription, with workflows verified.
    Published pricing and terms
    Website lists €22/month excluding VAT and a seven-day trial. For clinics, confirm per-clinician pricing and payment fees.
    What to verify
    A feature list does not establish note quality, natural Catalan output or the depth of role permissions.
  • Clara

    Where to start
    For connecting therapy records with your own practice administration.
    Published pricing and terms
    From €19.99/month; €29.99 and €49.99 plans. One-month trial without a card. Check plan limits and annual billing.
    What to verify
    Do not choose it merely to consolidate tools.
  • PsicoGest

    Where to start
    It may be a better purchase than Clara if you need a lower-cost administrative starting point, web booking, card payments or clinic management.
    Published pricing and terms
    Solo tiers list €9.99, €19.99 and €29.99/month excluding VAT; ten-day trial. Clinic pricing and payments have separate terms.
    What to verify
    The lowest-priced tier does not include the same transcription as higher tiers.
  • Heidi

    Where to start
    For testing documentation when scheduling and billing already work.
    Published pricing and terms
    Advertises free access; check current paid tiers and feature limits. We do not quote an unverified paid-plan price.
    What to verify
    Do not equate a documentation assistant with a solution for Spanish invoicing, consent management and the whole practice.

Price your actual month

Count sessions, active clients, conversation hours and reminders. Plans may limit different things. Include payment fees and modules you will actually use. If combining practice with another job, test an irregular month rather than only an average volume. Changing-tier flexibility may matter more than a small monthly price difference.

One authoritative administrative record

Decide where you confirm appointments, completed sessions and invoicing status. If retaining two systems, define which controls each step. Avoid moving diagnoses into billing spreadsheets or forwarding clinical details to resolve invoices. Consolidation is useful when it prevents contradictions, not merely when buttons share a logo.

Leaving is part of the buying decision

Before paying annually, export a note, invoice and basic fictional client record. Check post-cancellation access and recovery of records that must be retained. A small caseload does not reduce their importance. Do not overlook an unclear exit process because the subscription is inexpensive.

moodo IA

moodo advertises an all-in-one platform for psychologists in Spain: booking, invoices, AI records, WhatsApp reminders, questionnaires, consent forms and online payments. It also describes a clinic mode with roles and commissions. This is a practice-management alternative, not simply a session-summary tool.

Published pricing and terms: Website lists €22/month excluding VAT and a seven-day trial. For clinics, confirm per-clinician pricing and payment fees.

When it may be the better fit

It may suit you better than Clara if automatic booking, WhatsApp or commission allocation is essential and its demonstration meets that need. The published subscription helps establish an initial budget. Include those workflows in the trial and confirm per-clinician charges, payment processing fees and usage limits.

Limits and open questions

A feature list does not establish note quality, natural Catalan output or the depth of role permissions. Its website advertises VeriFactu and EU hosting; request documentation and a workflow demonstration rather than assuming independent certification. Marketing outcome claims are not measured results for your own practice.

Clara

Clara brings together client records, scheduling, reminders, invoicing and documentation designed for psychotherapy. It prepares a read-only transcript and a separate editable clinical note draft. The clinician reviews the record, corrects it and decides when it represents their work. Context from earlier sessions can also support preparation for the next appointment.

Published pricing and terms: From €19.99/month; €29.99 and €49.99 plans. One-month trial without a card. Check plan limits and annual billing.

When it may be the better fit

Start with Clara when you want practice administration connected to notes shaped around your therapeutic orientation. Spanish, Catalan and English, explicit clinician review and continuity between sessions are concrete things to evaluate. Invoicing is ready for VeriFactu; product support does not replace advice about your particular tax situation.

Limits and open questions

Do not choose it merely to consolidate tools. If you need clinician commission settlements, full accounting, a public booking portal or a particular messaging channel, verify that requirement before subscribing. AI prepares drafts, not clinical decisions. Processing is not exclusively on-device: encrypted audio may remain for up to 14 days, and a local recovery copy for up to 7 days.

View the official offer

PsicoGest

PsicoGest targets psychology practices and clinics in Spain. It advertises scheduling, records, invoices, reminders, bookings, payments and AI features. Published tiers differ by active-client limits and transcription hours, with a separate clinic offer. A useful price comparison must consider the features actually included at each tier.

Published pricing and terms: Solo tiers list €9.99, €19.99 and €29.99/month excluding VAT; ten-day trial. Clinic pricing and payments have separate terms.

When it may be the better fit

It may be a better purchase than Clara if you need a lower-cost administrative starting point, web booking, card payments or clinic management. Its pricing page explains those workflows and which levels include transcription. If billing drives the decision, ask to prepare, correct and export a fictional invoice before evaluating AI.

Limits and open questions

The lowest-priced tier does not include the same transcription as higher tiers. Compare active clients, hours, add-ons and transaction fees, not only the headline price. The website advertises VeriFactu; request the applicable workflow and documents without treating that claim as AEAT certification. Check clinical output and languages too.

Heidi

Heidi is a clinical assistant across specialties, with a dedicated mental-health offering. It advertises transcription, progress notes, letters and structures adapted to a clinician's modality. Its template community and clinical-information tools belong to a broader healthcare ecosystem rather than a psychotherapy practice-management workflow.

Published pricing and terms: Advertises free access; check current paid tiers and feature limits. We do not quote an unverified paid-plan price.

When it may be the better fit

It may be better than Clara if you work across healthcare specialties, already use its ecosystem or value a broad template community. You can evaluate documentation without starting from a full practice-administration migration. Still test a psychotherapy session: a suitable template does not guarantee that every clinical nuance will be represented well.

Limits and open questions

Do not equate a documentation assistant with a solution for Spanish invoicing, consent management and the whole practice. Check languages, plan limits, data-processing terms and exports. A public mental-health offering is not a substitute for testing your therapeutic orientation or reviewing the legal basis of your particular use.

What to test before choosing

  1. Budget a quiet month and a busier one; check each tier's limits.
  2. Follow appointment, note and invoice without unnecessary duplicate entry.
  3. Test export and cancellation before committing annually.

Frequently asked questions

Do I need an all-in-one platform for solo practice?

Only if connecting workflows solves a concrete problem. If scheduling and invoicing work well, evaluate notes separately. If you reconstruct billable sessions every month, linking that workflow may provide more value.

How were these tools compared?

Clara's team reviewed public vendor offers on October 2, 2026. Recommendations follow needs and documented features, not independent performance tests. Prices and conditions can change; confirm the tier you need.

Sources and review date

Public offers reviewed October 2, 2026. Confirm prices, limits, languages and plan terms before subscribing. Unconfirmed features remain questions to verify, not assumed absences. Review your particular billing and data-protection situation with an adviser.

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