Right now, turning Plato's clinic data into bookkeeper-ready numbers takes four-plus manual sources, a monthly Excel reconciliation, and a set of classification rules living in someone's head. We're proposing to build the layer that does that work automatically — and to build it so it never locks you into Plato or Xero specifically.
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 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'd need Developer Partner access to Plato to confirm exactly which fields are exposed before finalising scope, timeline and cost. As the existing customer, you're best placed to initiate that request — we'll guide you through it. From there, we'd like to walk through your current setup on a call and confirm the details.