| Client | Type | Banks | Ledger ( YTD) | Pull a month | |
|---|---|---|---|---|---|
|
Authentic Human Therapy and Integration
stacy@stacysmiththerapy.com · 1 connection
|
Therapist |
Chase · 2024-11
|
|
› | |
|
BloomPoint Care & Consulting
felicia.latson@swallaceadvisory.com · 1 connection
|
Therapist |
First Service Credit Union · 2024-09
|
|
› | |
|
Calliope's Corner, PLLC
teauania@calliopescornersa.com · 2 connections
|
Therapist |
American Express · 2026-02
Randolph Brooks Federal Credit Union · 2024-10
|
|
› | |
|
CalmWaters Counseling and Resource Center
akruckeberg@gmail.com · 1 connection
|
Therapist |
Associated Bank - Personal · 2024-08
|
|
› | |
|
Conversations Therapy and Supervision, PLLC
dsmbushong@outlook.com · 1 connection
|
Therapist |
Chase · 2026-05
|
|
› | |
|
CRM Counseling Life Coaching and Wellness
clararmonroelpc@crmwellness.net · 6 connections
|
Therapist |
American Express · 2024-08
Chase · 2024-09
Chase · 2024-08
Citibank Online · 2026-03
Shell Federal Credit Union · 2024-08
Wellby Financial · 2024-08
|
|
› | |
|
Ditch The Couch
therapy@goldiejunik.com · 2 connections
|
Financial 360 |
Chase · 2024-10
Happen Bank (formerly LendingClub) - Banking & Personal Loans · 2024-10
|
|
› | |
|
Grounded Moments Therapeutic Services, LLC
ladienoel@gmail.com · 2 connections
|
Therapist |
Chase · 2026-06
Novo · 2024-09
|
|
› | |
|
Inner Wealth Therapy
avelin.lozano@gmail.com · 2 connections
|
Therapist |
American Express · 2026-05
Bluevine · 2026-05
|
|
› | |
|
Integritas Wellness and Recovery
solo@integritaswellnessllc.com · 1 connection
|
Therapist |
Citizens Bank · 2025-03
|
|
› | |
|
Mae Wellness Co.
amcnair@maewellnessco.com · 2 connections
|
Therapist |
American Express · 2026-09
Navy Federal Credit Union · 2026-07
|
|
› | |
|
MyPathToSelf, Inc.
saroni.kundu@gmail.com · 6 connections
|
Therapist |
American Express · 2024-09
American Express · 2024-09
Chase · 2024-09
Citibank Online · 2025-04
First Citizens Bank · 2026-06
U.S. Bank · 2025-04
|
|
› | |
|
Perfect Therapy Group
vicki@perfecttherapygroup.com · 1 connection
|
Therapist |
Capital One · 2026-07
|
|
› | |
|
Pruitt Prep CPA Test Client Company
test@pruittprepcpa.com · 1 connection
|
Therapist |
Wells Fargo · 2024-08
|
|
› | |
|
Rare Insights Counseling, LLC
rachel@rareinsightscounseling.com · 2 connections
|
Therapist |
Capital One · 2026-05
Chase · 2026-05
|
|
› | |
|
Resilience Counseling and Wellness, PLLC
becky@resiliencecounselinghtx.com · 1 connection
|
Therapist |
PNC · 2026-05
|
|
› | |
|
SacredSpace Psychotherapy, LLC
melanie.b@sspsychotherapy.com · 2 connections
|
Financial 360 |
Bank of America · 2025-10
Bluevine · 2025-05
|
|
› | |
|
Sam Synett Coaching
samsynettcoach@gmail.com · 2 connections
|
Therapist |
American Express · 2024-09
Bank of America · 2025-02
|
|
› | |
|
Sankofa Life Solutions PLLC
monica@sankofalifesolutions.com · 1 connection
|
Therapist |
Chase · 2024-09
|
|
› | |
|
Swallace Advisory
felicia.latson@swallaceadvisory.com · 3 connections
|
Therapist |
American Express · 2024-09
Chase · 2024-12
First Service Credit Union · 2024-09
|
|
› | |
|
The Ariel Practice
thearielpractice@gmail.com · 3 connections
|
Financial 360 |
American Express · 2026-04
Capital One · 2026-03
Wells Fargo · 2026-03
|
|
› | |
|
Transformative Solutions, LLC
mcaldwell.lpc@gmail.com · 1 connection
|
Therapist |
PNC · 2024-09
|
|
› | |
|
Womanhood Coalition LLC
womanhoodcoalition@gmail.com · 2 connections
|
Therapist |
Chase · 2024-10
Navy Federal Credit Union · 2024-10
|
|
› |
|
About You Counseling and Consulting
|
Financial 360 | rspann@ourmhc.org | › |
|
Andre Williams
|
Business | drewill2003@gmail.com | › |
|
Angelina Romeo, LCSW
|
Financial 360 | angelina.romeolcsw@gmail.com | › |
|
Autumn Sage Counseling
|
Financial 360 | denise@autumnsagecounseling.com | › |
|
Big Events Poppin
|
Business | ashley.edison@gmail.com | › |
|
Cadia Counseling
|
Therapist | aneika@cadiacounseling.com | › |
|
CEDNA Holdings
|
Business | nawafabbasalrawachy@gmail.com | › |
|
Destination Wellness, PLLC
|
Financial 360 | sjones@destinationwellnesspllc.com | › |
|
Emboldened Holistic Therapy
|
Financial 360 | trinabolden@emboldenedholistictherapy.com | › |
|
Glam Therapy and Wellness, PLLC
|
Therapist | vielkay.williams@gmail.com | › |
|
Growth Matters
|
Financial 360 | brandiwashingtonlcsw@gmail.com | › |
|
HSL Counseling, PLLC
|
Financial 360 | heather@hslcounseling.com | › |
|
JCM Counseling
|
Therapist | janetmartinezlpc@gmail.com | › |
|
JR Satchel Realtors
|
Financial 360 | jrsatchel@gmail.com | › |
|
Katie Arfa Psychology Inc.
|
Financial 360 | drkatiearfa@gmail.com | › |
|
Lakeview Counseling, PC
|
Financial 360 | jill@lakeviewtc.com | › |
|
Luv On The Move
|
Financial 360 | stephen@luvonthemove.com | › |
|
Mayde Transport, LLC
|
Business | jbrannen@maydetransport.com | › |
|
McCauley, Bridget
|
Financial 360 | bridget.mccauley@sbcglobal.net | › |
|
Nicole Wallace Counseling
|
Financial 360 | nicole@nwallacecounseling.com | › |
|
Odyssey Counseling and Consulting, LLC
|
Financial 360 | terry.terrell@odysseycandc.com | › |
|
Olive Branch Counseling
|
Therapist | jrussell@olivebranchdfw.com | › |
|
Overcoming Miles Counseling, PLLC
|
Therapist | joyce@overcomingmilescounseling.com | › |
|
Renue Counseling and Consulting
|
Financial 360 | rhonda.osby.lcsw@gmail.com | › |
|
Riverunbroken Trauma Services, PLLC
|
Therapist | djgreen.tx@protonmail.com | › |
|
Safe Space Therapeutic, PLLC
|
Financial 360 | jaclyn@safespacetherapeutic.org | › |
|
Serenity Counseling & Wellness
|
Therapist | candra@serenitycounselingsc.com | › |
|
Smith Individual Marriage & Family Therapy
|
Therapist | stacy@stacysmiththerapy.com | › |
|
Spring Branch Counseling Center
|
Financial 360 | dianakurtzlpc@gmail.com | › |
|
The Brave Fight
|
Therapist | tempa@thebravefight.com | › |
|
The Central Texas Play Therapy Center, Inc.
|
Financial 360 | drjoeya@yahoo.com | › |
|
The Couch Psychology Center
|
Financial 360 | gregorydonihoo@gmail.com | › |
|
The Healing Haven
|
Financial 360 | — | › |
|
The HIVE Maternal Wellness Center
|
Therapist | admin@thehivemwc.com | › |
|
The Resilience Center of Houston
|
Financial 360 | cindy.peoples@resiliencecenterhouston.com | › |
|
Therapist Miranda Campbell, LLC
|
Financial 360 | letstalk@therapistmirandacampbell.com | › |
|
Unbound Minds, LLC
|
Therapist | ecmorris82@icloud.com | › |
|
Unlocked Potential
|
Financial 360 | kimk@unlockedpotential.com | › |
|
Zienna's Test Company
|
Financial 360 | zi@pruittprepcpa.com | › |
|
ZZ Onboarding Test Co
|
Therapist | alan+onboardingtest@pruittprepcpa.com | › |