EdgeCase Equalizer vs OctopusPro

EdgeCase Equalizer is free, open-source practice management software for solo therapists who want local control of their records and tools. Client files combine sessions, communications, absences, items, and uploads in timelines with full edit histories. Billing handles per-client fees, sliding scales, guardian splits, couples and family therapy, statements, partial payments, and write-offs. Income and expenses can be recorded with receipts and category reports. An optional local AI scribe drafts or edits session notes while session content stays on the computer. Data is stored in encrypted SQLite with encrypted attachments; backups can remain local or sync to a cloud folder, and restoration is available from the login screen. Appointments export as .ics or can be added to Apple Calendar. It runs on macOS and Linux, with source for Python 3.11+ on any platform, and is licensed AGPL-3.0.

OctopusPro is cloud-based practice management software for psychologists, counselling clinics, therapy providers, and mental health service businesses. Its scheduling and dispatch board supports drag-and-drop bookings, list view, and practitioner workload management. The appointment workflow can hold client profiles, histories, intake notes and forms, telehealth links, signatures, attendance records, invoices, and payments. It also supports virtual counselling, online intake calls, and remote mental health service workflows. Google Calendar and Outlook Calendar integrations sync appointments and availability. Listed payment gateways include Stripe, PayPal, Authorize.Net, Square, Checkout.com, eWAY, WePay, and Tap; Xero and QuickBooks are accounting integrations. OctopusPro describes encrypted information transfer, SSL-secured servers, and role-based staff permissions. It offers onboarding, setup, training, and support for advanced practice requirements. A REST API and webhooks are available for custom integrations and workflow automation. The 14-day trial requires no credit card, but does not include the branded customer-facing app. Established pricing is $60 seat per month and $6 seat per month.