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.
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
Accounting gap: significant