So your books stay up to date automatically, every month. Right now, turning what happens in your clinic into numbers your bookkeeper can use takes four separate reports, a manual spreadsheet, and a set of rules that only you remember. We're proposing to build the piece that sits quietly between Plato and Xero and does that for you — accurately, on schedule, with nothing for you to copy or reclassify by hand.
Visit counts, referral sources and top-line revenue all export cleanly from Plato. The moment that data needs to become a P&L-ready, bookkeeper-usable number — cost of goods sold, OB vs. GYN splits — it turns into a monthly, multi-source, manual exercise.
Three tiers, cleanly separated. Click any tier for the detail on what it actually does. Nothing about your Plato setup or your Xero chart of accounts needs to change for this to work.
Mapped directly to the six questions you raised. Click a row for the detail.
Plato as the data source, Xero as the accounting destination, us in between shaping the data to your requirements.
Investigation, medicine, vaccination and consumables costs pulled into one pipeline — the biggest manual burden today.
Patient visits, referral sources, and OB/GYN procedure revenue, tailored to how your practice actually operates.
Between Plato revenue/cost categories and Xero, so monthly P&L data posts automatically and correctly.
The entire flow runs on a schedule — monthly, or whatever cadence suits — removing manual exports and reconciliation for your bookkeepers entirely.
The Foundation build already answers everything you asked about — no AI required. This layer is a separately-priced option on top: not "AI" as a buzzword bolted on for the pitch, but the specific places a model does something a static rules engine can't. It costs more up front, but it's also what makes the build a strong fit for Singapore's EDG grant — which can bring the net cost back down. The full cost comparison is on the budget page.
Reads unstructured lab/radiology invoices — the cost data that lives outside Plato entirely — and pulls out structured line items automatically, instead of the manual upload-and-parse step in the Foundation build.
Trained against your locked classification ruleset once it's stable, with a confidence score on every line and a human-review queue for anything it's not sure about — never a silent guess on financial data.
A natural-language query layer over the canonical data model — e.g. "how did GYN revenue compare to last quarter" — without needing to open a spreadsheet or wait for a report to be built.
Automatically flags the kind of thing you currently catch by hand — the refund/MC-visit variance, or a GST-inclusive figure slipping in next to exclusive ones post-March 2026 — before it reaches your bookkeeper.
Patient visit records, procedure classification and referral data are personal — and in this case health-related — data under Singapore's PDPA. Feeding that into an AI layer isn't something to gloss over, so here's how we'd approach it:
The middleware doesn't just move data — it owns a data model of its own: your visits, revenue categories, cost categories and referral sources, defined independently of Plato's schema and Xero's chart of accounts. Plato and Xero are adapters that plug into that core. Try swapping one below.
External lab/radiology invoices, vendor discount data, and consumables usage (currently a flat $4/visit estimate) live outside Plato entirely. The middleware can automate consolidation and mapping once these are fed in — but they'll still need a simple intake step, such as a standard upload, rather than disappearing entirely. We won't overpromise "fully automated" on the pieces that genuinely need a human hand-off.
Plato already has a native one-click Xero posting integration. We'll confirm together whether that gets switched off in favour of the middleware, or needs to run alongside it for anything the middleware doesn't cover — so nothing ever posts twice.
We'd start with what's already clean in Plato and ship quick wins, then take on the genuinely hard consolidation work once we have API-level visibility.
Referral-source and visit-type reporting — automate the export-and-consolidate step that's already clean in Plato today. Fastest to ship, demonstrates the pipeline end-to-end.
Medicine, vaccination, investigation and consumables costs, unified into one pipeline with vendor-discount handling and Xero chart-of-accounts mapping. The highest-value, highest-effort piece.
Once we lock a stable classification ruleset with you — the scheme has recently been revised, so we'd rather automate on solid ground than bake in a moving target.
We've studied Plato's data model and API in depth, so this isn't new territory for us. The one thing that has to come from your side is account access — Plato requires the practice itself to request Developer Partner API access, not us. As the existing customer, you're best placed to kick that off, and we'll guide you through every step of it. From there, we'll walk through your current setup together on a call and lock in scope, timeline and cost.