Whitley Penn and LateralCare Announce Strategic Partnership to Enhance Client Revenue Through Innovative Billing Solutions
Fort Worth, TX (May 27, 2026)
Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, today announced a new strategic partnership with LateralCare, a healthcare-focused technology services company, to deliver an enhanced billing solution designed to help clients optimize and improve revenue performance.
Through this partnership, Whitley Penn will introduce revenue alai, LateralCare’s advanced billing solution, to eligible clients. Revenue alai by LateralCare is designed to streamline billing processes, strengthen revenue cycle management, and provide greater visibility into financial performance, enabling organizations to more effectively maximize earned revenue while reducing administrative complexity.
“Revenue optimization is a growing priority for our clients, particularly as they navigate an increasingly complex regulatory and reimbursement landscape,” said Josh Agren, Whitley Penn Healthcare Advisory Partner. “By partnering with LateralCare and introducing revenue alai, we are expanding our advisory capabilities with a solution that aligns technology, process, and knowledge to drive meaningful financial outcomes for our clients.”
Revenue alai by LateralCare combines intelligent automation, analytics, and healthcare billing expertise to help organizations identify revenue gaps, improve collections, and enhance operational efficiency. When paired with Whitley Penn’s deep advisory experience and client-first approach, the solution provides a comprehensive offering focused on sustainable revenue improvement.
“Whitley Penn has built a reputation on trust, depth, and lasting partnerships,” said William Reau, CEO at LateralCare. “Together, we’re combining that foundation with intelligent, forward-looking capabilities to help organizations unlock stronger financial performance—without losing focus on what matters most.”
The partnership reflects both organizations’ shared commitment to delivering innovative, practical solutions that support financial stability and long-term growth for clients. Whitley Penn and LateralCare will collaborate on go-to-market efforts, educational initiatives, and client engagement opportunities related to revenue alai.
About LateralCare
LateralCare is a healthcare technology company at the forefront of responsible AI innovation, transforming how organizations operate, adapt, and deliver value across the healthcare ecosystem. Its flagship platform, revenue alai by LateralCare, brings an AI-native, agent–analyst architecture to the full revenue lifecycle—spanning claims, billing, contract management, denials, audit, and financial insight. By combining intelligent automation with built-in human oversight, revenue alai helps organizations improve accuracy, accelerate reimbursement, reduce complexity, and strengthen financial performance. www.lateralcare.com.
About Whitley Penn, LLP
For more than 40 years, Whitley Penn tax, audit, and advisory professionals have been dedicated to the success of our clients. Our mission is to provide transformative solutions that deliver valuable results and develop strong relationships. With an established presence in the Southwest and as an independent member of HLB International, we are strategically positioned to help you grow both locally and globally. At Whitley Penn, your future is our focus. www.whitleypenn.com.
