What Residex.AI does

Residex.AI is a purpose-built cloud-based SaaS platform for senior living providers, headquartered in Greenwood Village, Colorado and operating domestically in the United States. The company serves assisted living, independent living, memory care, group homes, home and community-based services (HCBS), and multi-state senior living organizations with a unified suite of 16 modules covering Electronic Health Records (EHR), electronic Medication Administration Record (eMAR), Billing/Accounts Receivable, Assessments, Activities/Enrichment, Service Charting, Incidents, Marketing, Clinical LMS, Pharmacy Connect, eFax, Time Clock Management, Staff Scheduling, Supplemental Staffing, Reporting and Analysis, and Compliance. The platform architecture centers on a HIPAA-compliant cloud core, a clinical-data integration layer called Residex Bridge, and Thea AI, an always-on workforce scheduling assistant acquired through the August 2025 Kevala acquisition.

The company monetizes through subscription-based module licensing with annual and multi-year contract options, custom enterprise pricing based on facility size and module selection, and integration-based revenue from the supplemental staffing network connecting to 100+ pre-vetted nursing agencies. Go-to-market is primarily enterprise field sales supported by industry-event presence (HEALTHTAC, NIC, state assisted living associations) and content marketing through white papers, case studies, and monthly user briefings. Distribution also extends through a network of pharmacy integration partners (LTC pharmacies via HL7), Paylocity for payroll, nurse call and fall detection vendors, and CRM and billing partners.

Residex was founded in 2000 by Dave Berg as ResiDex Software (later branded RTasks), transitioned to a web-based platform in 2013, received a majority investment from Accel-KKR in January 2025, rebranded to Residex in mid-2025, acquired Kevala in August 2025, and now operates with leadership including CEO Chris Poelma (since December 2024), CFO Heather Bendes, Chief Compliance Officer Rebecca Kapsner, and Kevala co-founders Todd Owens (President of Connected Care Services) and Patrick Lawler (Chief Customer Officer).

Name

Residex.AI

Legal name

Residex, Inc.

Website

https://residex.ai

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Residex.AI is a cloud-based SaaS platform purpose-built for senior living communities, offering 16 integrated modules covering EHR, eMAR, workforce scheduling, billing, and compliance, and serving hundreds to thousands of assisted living, memory care, and group home facilities across the United States.

Ownership category

akta.pro rank

Product category

Senior Living Healthcare Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Industry/Vertical Cloud Platforms (e.g., Gov/Healthcare/Financial Cloud Regions) (HDABAAAL)

akta.pro secondary industries

Childcare & Eldercare Caregiving Platforms (BPAMAHAJ), Licensed CNA/HHA Staffing & Credentialed Placement (HSABAMAH)

Keywords

• Senior living software
• Electronic health records
• Workforce management platform
• Medication administration software
• Assisted living technology

Headquarters

HQ city

Greenwood Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Cloud-based software platform delivered as subscription service. Pricing based on modules selected, facility size, and number of users. Supports monthly and annual billing cycles with multi-year contract options for enterprise customers.
2. Module-Based Licensing: 16 distinct modules available including EHR, eMAR, Billing, Assessments, Staff Scheduling, Pharmacy Connect, and more. Facilities can select and pay for specific modules based on their operational needs.
3. Supplemental Staffing Integration: Integrated staffing platform connecting to 100+ nursing agencies. Revenue derived from platform usage and integration fees within the unified scheduling ecosystem.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Residex.AI sells a cloud-based, purpose-built SaaS platform for senior living operators (assisted living, independent living, memory care, group homes, HCBS). The platform unifies 16 modules covering EHR, eMAR, billing, assessments, staff scheduling, supplemental staffing, pharmacy integration, compliance, and reporting, with Thea AI powering automated workforce scheduling. It is delivered via subscription with module-based licensing.

Product overview

Residex.AI is a unified intelligent care platform for senior living providers, delivering integrated solutions across EHR, eMAR, workforce management, revenue cycle, and compliance. The platform architecture consists of a core Residex platform with 16 integrated modules covering clinical care (EHR, eMAR, Assessments, Service Charting, Incidents), operations (Staff Scheduling, Time Clock, Supplemental Staffing), revenue (Billing/AR, Pharmacy Connect), and engagement (Activities, Marketing, Clinical LMS, Compliance, Reporting). Thea AI serves as the AI engine powering workforce optimization within the Staff Scheduling module. Kevala (acquired August 2025) provides advanced workforce management capabilities including scheduling, credential tracking, and supplemental staffing. Residex Bridge enables third-party integrations. The platform operates as a cloud-based SaaS solution accessible via browser on desktop, tablet, or mobile devices.

Differentiator

Problem solved

Functional benefit

Brands

• Thea: AI-powered workforce assistant integrated into the Residex Staff Scheduling Module, working 24/7 to anticipate, fill, and optimize staffing needs.
• Kevala
• Connected Care Solutions (CCS)

Products and services

• EHR (Electronic Health Records) Electronic health record system for creating and managing complete resident records including services, medications, assessments, notes, and discharge planning with streamlined documentation and real-time collaboration. For senior living operators.
• eMAR (Electronic Medication Administration Record) Electronic medication administration system tracking medications from pharmacy receipt through administration, refusal, or destruction, including drug diversion prevention, controlled substance tracking, and compliance reporting. For senior living clinical staff.
• Billing / Accounts Receivable Module connecting care documentation to billing with support for private pay, Medicaid, and third-party claims, including error detection, batch invoice generation, and real-time reporting on billed vs. unbilled services. For senior living finance teams.
• Assessments Module for capturing, tracking, and managing customizable assessments from pre-admission through discharge with automated reminders, workflow organization, and audit-ready documentation. For clinical and care teams.
• Activities / Enrichment Module for planning, promoting, and tracking resident activities with customizable calendars, real-time attendance tracking, participation reports, and Life Enrichment Assessment tools for personalized engagement. For activities and life enrichment staff.
• Service Charting Task-based electronic charting module guiding caregivers through scheduled care plans, PRN tracking, vitals, and service notes with real-time visibility and audit support. For caregivers and nursing staff.
• Incidents Module for documenting, tracking, and responding to incidents with real-time structured forms, staff acknowledgement tracking, supervisor review workflow, and audit-ready storage. For clinical and operations staff.
• Marketing CRM-style module for tracking prospective residents from first inquiry through move-in with standardized workflows, centralized prospect profiles, and data-driven insights for conversion optimization. For sales and marketing teams.
• Clinical LMS (Learning Management System)

Quantifiable outcome

• Communities save an average of 1,250 hours annually using Thea AI
• +5 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability6 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and integration.

• KevalacoreStrategic or Co-development Partner · 18 August 2025Residex acquired Kevala, an AI-powered workforce management platform, to expand senior care workforce management capabilities. Kevala's scheduling technology and Thea AI are now fully integrated into the Residex platform. Kevala co-founders Todd Owens and Patrick Lawler joined Residex leadership as President of Connected Care Services and Chief Customer Officer respectively.
• PaylocityintegrationTechnology or IntegrationKevala integrates directly with Paylocity for GenCare Lifestyle customers, ensuring time reporting flows smoothly into payroll with exacting data and eliminating redundancies.
• Nursing Agency Partners (100+)coreChannel Partner/ Reseller/ DistributorOver 100 pre-vetted nursing agencies connected via secure API for supplemental staffing. Agencies are pre-credentialed, approved partners who respond to open shifts with rates, availability, and credentials. Automated job posting and bid-based selection enables fast shift coverage.
• LTC Pharmacies (Pharmacy Connect)integrationTechnology or IntegrationLong-term care pharmacies integrate with Residex via Pharmacy Connect - a HIPAA-compliant, real-time data exchange using HL7 messaging. Supports both one-directional and bi-directional medication data flow. Business Associate Agreements executed with every pharmacy during onboarding.
• Nurse Call System PartnersintegrationTechnology or IntegrationResidex Bridge connects to nurse call systems and fall detection systems via pre-built API connectors for real-time clinical data synchronization.
• CRM PartnersintegrationTechnology or IntegrationPre-built CRM connectors through Residex Bridge enable resident data to flow from CRM directly to EHR without manual re-entry, eliminating duplicate data entry workflows.
• Billing and HRIS PartnersintegrationTechnology or IntegrationResidex Bridge integrates with billing software and HRIS systems via secure APIs, enabling automatic charge capture when care plans change and unified workforce data across systems.

Scale indicators9 records

Recent moves8 records

Expansion highlights6 records

Emerging players

• CarePredict: CarePredict applies AI and wearables to senior care for fall detection, behavior changes, and early health intervention. It is an emerging AI-native player addressing overlapping senior living pain points (workforce, clinical risk) but as an adjacent category rather than a direct EHR competitor.
• Honor Technology: Honor is a home care technology and services platform serving older adults in their homes. It is an emerging player in adjacent senior care settings (home and community-based services) where Residex also offers modules, but focuses on in-home care delivery rather than facility-based care.
• ShiftKey: ShiftKey operates a healthcare workforce marketplace that connects facilities with independent nurses and caregivers. It is an emerging player that complements (and partly overlaps with) Residex's supplemental staffing module and Kevala's agency network.

Direct peers

• MatrixCare: MatrixCare (owned by ResMed) provides EHR, clinical, and financial software for skilled nursing, assisted living, and home care. It is a direct competitor to Residex in senior living EHR with a comparable module-based SaaS model and similar target customer base.
• Eldermark: Eldermark provides senior living management software including EHR, eMAR, point-of-sale, and resident engagement modules. It is a smaller but direct competitor to Residex in the assisted living software market with similar feature breadth.
• WellSky: WellSky offers software for post-acute, senior living, and behavioral health providers, including EHR, analytics, and care coordination tools. It overlaps directly with Residex in assisted living software and competes for many of the same enterprise operator customers.
• OnShift: OnShift (now part of ShiftKey) provides workforce management software specifically for senior living, including scheduling, hiring, and retention tools. It directly competes with Residex's Kevala/Thea AI Staff Scheduling module for the same buyer.
• PointClickCare: PointClickCare is the leading cloud-based EHR and care coordination platform for senior living, home health, and long-term care providers. It is Residex's most direct competitor, serving a substantially larger footprint of senior living communities with comparable EHR, eMAR, and workforce modules.

Broad incumbents

• Netsmart: Netsmart is a larger healthcare IT platform serving behavioral health, post-acute, and senior living providers with EHR, clinical, and operational software. It overlaps with Residex in senior living but operates as a broader portfolio player across human services and post-acute care.
• Yardi: Yardi provides property management and operations software for senior living operators, including rent, leases, and accounting modules. It is a broad incumbent that competes with some Residex modules (particularly Billing/AR and Marketing) but is not a clinical EHR specialist.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/residexsoftware
• Facebookfacebook.com/residexsoftware

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Residex.AI