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Month end figures check for allied health clinic owners
At month end, lays the owner's key figures side by side for the month and year to date, flags where Cliniko invoicing and Xero revenue do not match, and passes the gaps to the finance manager.
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Riverbend Allied Health is made up. Ava is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Month end figures come from Cliniko, Xero and Power BI, and they rarely agree. The owner finds out at the board meeting that two clinics were counted twice.
How it works
- Pulls the month's appointments, invoicing and revenue from Cliniko, Xero and Power BI
- Shows each figure for the month and year to date
- Flags where the systems disagree and by how much
- Sends the gaps to the finance manager to check
- Leaves every judgement about the figures to the finance manager and owner
What it connects to
- Claire (chief executive)Are September's numbers ready?
- AgentHi Claire. September invoicing in Cliniko was AUD 1,742,300. Revenue in Xero was AUD 1,718,900, a gap of AUD 23,400, most of it at Southport. Everything else matches.
- Claire (chief executive)Is that a problem?
- AgentI can't say what's behind it. I've sent the Southport gap to Ben Hartley to check, and he'll reply to you with the reason before the board pack goes out.
Illustrative conversation. Names, numbers and details are made up.
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