Cloud Accounting and PMS Integration
The clinical system knows what you did. The accounting system knows what you were paid. Most reporting problems in veterinary practice come from those two never being properly joined.
We set up the connection, agree the journals, and build the chart of accounts so that useful reporting falls out of the normal month rather than requiring a spreadsheet exercise.
Systems We Work With
On the accounting side, Xero and QuickBooks, with Dext, Hubdoc or AutoEntry for document capture, and Sage or FreeAgent where a practice already runs them.
On the clinical side, the practice management systems used across UK veterinary practice including ezyVet, Provet Cloud, RoboVet, Merlin, RxWorks and VetIT. Where a supported integration exists, we use it. Where it does not, we build a reliable summary journal from the system reports.
What Good Integration Delivers
- Revenue reconciliation that holds
- Daily takings by category from the clinical system, agreed to card settlements and bank receipts, with differences investigated rather than written off.
- A veterinary chart of accounts
- Income split by clinical activity and cost split so drug margin, laboratory cost and staffing are visible. This is the single change with the biggest effect on reporting quality.
- Branch and department tracking
- Tracking categories set up for sites and, where useful, for departments such as referrals or hydrotherapy, so profitability is measurable at the level you manage.
- Stock and medicines reporting
- Purchases and stock movement reported consistently, which is what makes gross margin trustworthy.
- Automated payables
- Wholesaler invoices captured on arrival, coded by rules, approved in the software, and paid in batches. This removes most of the manual work in a busy practice.
A Note on Integrations
We do not claim official partnerships with practice management system vendors. Where a vendor offers a supported integration we will set it up and tell you what it does and does not carry across. Where the integration is limited, we say so and build around it.
Frequently Asked Questions
Do we need to change practice management system?
How long does a set-up take?
Will this disrupt the practice while it is being set up?
Who trains our team?
Our practice management system will not export what you need. Then what?
Can you report by department as well as by site?
Join Up Your Clinical and Financial Systems
Tell us which practice management system and accounting software you run and we will explain what a working set-up looks like for you.