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Upheal

“Can an AI-native EHR replace SimplePractice by putting agentic AI at the core of every therapist workflow — notes, billing, scheduling, and insurance?”

Founded2021
HQMiami, Florida, United States
Total raised$14.35M
Latest roundSeries A
IndustryVertical SaaS / Healthcare
The story

Upheal started in 2021 as an AI-powered notes and analytics tool for therapists. It expanded from a documentation add-on into a full AI-native EHR — layering scheduling, telehealth, client payments, and (in 2026) insurance billing with AI-drafted denial appeals. The company positions itself as a SimplePractice replacement, using AI agents to operate the platform end-to-end.

Last 12 months
2026-08
Product timeline
2021
Founded as an AI therapy notes tool for mental health professionals· pivot
2023
Raised $3.25M seed to streamline clinical workflows· funding
2024
Raised $10M Series A led by Headline· funding
2026
Launched insurance billing, denial appeals, and agentic AI Assistant — completing AI-native EHR· product
The stack
1 layer disclosed in Upheal’s embedded-finance stack
Payments / PSP
Stripe
Accounting gap: significant

Upheal — frequently asked

Who is Upheal's payment processor?

Upheal processes payments through Stripe.

Where is Upheal headquartered?

Upheal is founded in 2021 and headquartered in Miami, Florida, United States.

How much funding has Upheal raised?

Upheal has raised $14.35M in total (latest round: Series A).

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