Finances & dashboard
How the practice is going, in five minutes.
The dashboard sums up the week: profit, money in and out, the diary and the team. Finances goes deeper, from profit and money owed to your bank statements, sorted for you.
Dashboard
The whole practice on one page.
Last week's revenue, expenses, margin and what needs your attention.
How it works
The five-minute summary shows revenue and how it moved, expenses, net profit margin, ad spend, website visits, new patients, the waitlist and notes done. A short written read by AspireAi uses only the figures on the page.
- Where to put your attention: what needs fixing, what to watch and what is going well, each linked to the screen that fixes it.
- About 15 KPIs scored on track, watch or off track against your targets.
Profit & money owed
Profit this week, and who still owes you.
Profit or loss, revenue by funding, outstanding and overdue.
How it works
Profit or loss this week and last, filterable by practitioner. Money owed shows what is outstanding and overdue, with aged debtors.
- Revenue by month and funding source, with every billed item and CSV export.
- To invoice shows the money leaking: visits never invoiced and uncharged late cancellations.
- Payments in lists every payment and refund.
Bank statements
Drop in a statement. It is read and sorted.
Every payment read, sorted, and a rule learned for each payee.
How it works
Drop in bank statements, bills or payslips and every payment is read and sorted. A rule is learned for each payee, so next month's statement sorts itself.
- Other expenses and equipment, in your own categories with GST and receipts.
- Each expense counts in profit where you file it.
- To approve: timesheets and contractor invoices to approve or send back; nothing is paid twice.
Payroll prep
Each fortnight's hours, ready to pay.
Approved timesheets, with problem flags and import files.
How it works
Approved timesheets feed a payroll prep for each fortnight, with problems flagged before you pay.
- Import files for your payroll system.
- Send to QuickBooks Payroll as a draft pay run, once you connect your own account.
Questions
Questions practices ask
Can I see profit by practitioner?
Yes. Profit or loss for this week and last can be filtered by practitioner.
How are bank statements sorted?
Drop in a statement, bill or payslip and every payment is read and sorted, with a rule learned for each payee.
Does it run payroll?
No. It prepares each fortnight's approved hours with flags and import files, and can send a draft pay run to QuickBooks Payroll.
Can I see who owes me money?
Yes. Money owed shows what is outstanding and overdue, with aged debtors.
More of AspireOS
See it with a practice’s worth of sample data.
Open the demo and click around, or get early access and start your own.