Health care professionals - Xero & Cliniko
The accounting landscape for small and medium business enterprises has changed dramatically over the past few years and along with it the software used to manage businesses.
The health care industry is no exception. Gone are the days where the appointment booking system, invoice generating, staff management and accounting software were stand-alone products that needed to be reconciled.
We at North Advisory have kept a close eye on the development and evolution of these products and have been well and truly astounded with the leaps and bounds at which these products have grown along with the efficiency and time savings they provided to our clients over the past few years.
“Integrating your practice management software with your accounting system saves time, reduces data entry and gives you up-to-date financials you can trust.”
Bookings
Cliniko is a robust health care practice software package that can schedule appointments, manage multiple locations and multiple staff practitioners. It runs on a browser wherever and whenever you have an internet connection accessible.
It also enables online bookings via your website so bookings can be made 24/7 without a need for a telephone call.
Invoicing
Cliniko also has a great invoicing system where you can invoice and accept payments for services provided on the spot. For us, this is where the real magic happens because Cliniko integrates seamlessly with accounting software like Xero. Invoices get added automatically and payments are recorded. This enables accountants to have up to date BAS and financial reporting figures with no importing, converting and coding of transactions.
“Modern cloud tools like Cliniko and Xero make bookkeeping simpler so you can focus more on patient care and less on admin.”
BAS and Financial Reports
Xero as an accounting software package is a revolution.
- It prepares BAS, tax and financial reports automatically;
- Bank reconciliations take a fraction of time through real time integration with the banks;
- Cliniko integration ensures that your accounts receivable balances are perfectly up to date; and
- It has the easiest payroll system of any software we have ever used.
Now is the time to seriously consider moving your practice into a fully integrated system if you haven’t already. It will save you mountains of time and money and move your practice into the future.
If you want to have a closer look at Cliniko please go to https://www.cliniko.com/ and Xero https://www.xero.com/au/
If you have any questions regarding Cliniko or Xero please do not hesitate to contact
Marius Fourie
Senior Accountant
T: 02 9984 7774
E: mariusf@northadvisory.com.au
About the author
Marius Fourie - Director & Business Advisor
As Director and Business Advisor, Marius uses his accounting expertise and empathetic skills to work directly with business owners and help them feel at ease with their finances.
Marius saw a common need in clients that just wasn’t being met by accounting providers.
That need was for clear, open communication and streamlined accounting services that didn’t come padded out with any unnecessary features.
Business owners just don’t have time to compare different accounting firms to see which one has the best packages with the best inclusions (many of which they would pay for but never use).
Key Takeaways
Integration Saves Time and Reduces Errors
Linking Cliniko and Xero means invoices and payments appear automatically in your accounting system, drastically cutting down manual tasks.
Better Financial Visibility Supports Practice Growth
With receivables and revenue updated in real time, healthcare professionals get clearer insight into cash flow and performance.
Online Booking and Practice Management Is More Efficient
Cliniko’s scheduling and booking features reduce admin burdens and improve patient experience.
Driven by our values
Effortless and Seamless
On-Boarding Process
Intuitive and Knowledgeable
Direct Expert
Access
Useful and Articulate
Financial
Reporting
Forward
Thinking
Compliance Solutions
Streamlined
Tech
Integrated and Automated
Frequently Asked Questions
What are Cliniko and Xero?
Cliniko is a cloud-based practice management tool for healthcare providers, and Xero is online accounting software that handles invoicing, bank reconciliation, payroll and financial reporting.
How does Cliniko help healthcare practices?
Cliniko lets you schedule appointments, manage multiple locations and staff, and accept payments, including online bookings 24/7.
Why integrate Cliniko with Xero?
Integration automatically transfers invoices and payments from Cliniko into Xero, eliminating manual import, coding and reconciliation, which improves accuracy and saves time.
Will integrating Cliniko and Xero improve my financial reporting?
Yes. With data flowing seamlessly, your BAS, tax and other financial reports in Xero will always reflect up-to-date accounts receivable and practice revenue.
Is cloud-based accounting useful for healthcare professionals?
Absolutely. Cloud systems mean you can access your accounts anytime, improve collaboration with advisers, and keep financial records current with minimal effort.
Will using Cliniko with Xero actually save me time day to day?
Yes. The integration removes double handling by automatically syncing invoices and payments, which significantly reduces manual admin and bookkeeping time.
North Advisory’s Reviews 
On 
Flo Mitchell
4 weeks ago
Changed to this company in 2019 from former accountant and love their approach of organizing everything for me face to face with Xero set up plus being able to call as much as I need for set annual fee. They also picked up on something that was not done correctly by my former accountant and saved me $4k for this.
Timothy Cummins
A month ago
They the truly the best, Martin and Judy are so experienced, knowledgeable & professonal, also quite like speaking with Rose : ) all people are so lovely!
Michael Iera
2 months ago
Positive, Responsiveness, Quality, Professionalism, Value
Michael Iera
2 months ago
Excellent company in regards to service and professionalism. Very experienced in dealing with complex matters. Highly recommended.
Reach out we are here to help
Recognising the uniqueness of each business, we specialise in customised accounting services crafted to meet your specific needs and drive business growth.
Don’t hesitate to contact us if you’re ready to streamline your financial management with tailored solutions. Your business’s success is our primary focus. Fill in the contact form or call us to book an initial 30-minute chat.
Suite 6, 11 Oaks Avenue
Dee Why, Northern Beaches
NSW 2099
Australia