Prepared for Eden Women's Health · Attn. Sheri Lim

A middleware layer between Plato and Xero — built around how your practice actually works.

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.

Prepared by
skubbs
Date
5 August 2026
Re
Plato → Xero reporting & integration
4+
disconnected sources assembled by hand today to get one COGS figure
$4/visit
flat estimate currently standing in for real consumables cost
1
structured, scheduled feed replacing the manual export-and-reclassify cycle
The problem today

Plato reports well. It doesn't reconcile.

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.

The architecture

Plato as source. Xero as destination. We sit in between.

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.

Plato — data source

  • Visit Type reports (new vs. existing patients, monthly cadence)
  • Sales Report by Invoices (Consultation, Investigation, Medicine, Procedure, Antenatal Package, Vaccination)
  • Product Sales Report — Aggregate (cost price, profit and quantity per product line)
  • Referral-channel tagging captured at point of visit
  • Accessed via Plato's Developer Partner API — no change to how your clinic staff use Plato day to day

skubbs middleware — the layer we build

  • Consolidate COGS — pull medicine and vaccination cost from Plato, apply vendor invoice discounts, bring in external lab/radiology invoices and a real consumables model, in one pass instead of four
  • Classify — apply your OB/GYN and Procedures-vs-Doctor's-fees rules automatically, instead of a manual reclass every reporting cycle
  • Normalise — reconcile GST-inclusive vs. exclusive figures so month-to-month revenue stays comparable
  • Map — translate Plato's categories to your actual Xero chart of accounts, at whatever granularity you want, independent of Plato's 11 preset categories
  • Schedule — run monthly (or on whatever cadence you choose), with a clean audit trail back to source records
Open the interactive preview →

Xero — accounting destination

  • Receives posted entries mapped directly to your chart of accounts — no CSV wrangling for your bookkeepers
  • Revenue and COGS arrive already split by category, ready for P&L
  • Coexists with — or replaces — Plato's native one-click Xero posting; we'll confirm which, so nothing posts twice (see Scoping, below)
Capability matrix

What's already solid, and what the middleware actually needs to fix.

Mapped directly to the six questions you raised. Click a row for the detail.

Question
Status today
What changes with the middleware
How we can assist

What we'd actually build.

01

Plato–Xero middleware via Plato's API

Plato as the data source, Xero as the accounting destination, us in between shaping the data to your requirements.

02

COGS consolidation

Investigation, medicine, vaccination and consumables costs pulled into one pipeline — the biggest manual burden today.

03

Classification logic

Patient visits, referral sources, and OB/GYN procedure revenue, tailored to how your practice actually operates.

04

Full chart-of-accounts mapping

Between Plato revenue/cost categories and Xero, so monthly P&L data posts automatically and correctly.

05

Scheduled automation

The entire flow runs on a schedule — monthly, or whatever cadence suits — removing manual exports and reconciliation for your bookkeepers entirely.

Beyond automation

Where artificial intelligence actually earns its place in this build.

Not "AI" as a buzzword bolted on for the pitch — these are the specific places a model does something a static rules engine can't. Built on our SkubbsMate development platform, and these are also the pieces most defensible under Enterprise Singapore's EDG grant "Automation" criteria, should you choose to pursue funding support.

AI-assisted OB/GYN & procedure classification

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.

"Ask your numbers a question" assistant

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.

Anomaly & variance detection

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.

Self-improving cost matching

Vendor invoice and discount matching gets more accurate over time as it sees more of your actual supplier data, instead of a fixed rule that goes stale.

This layer is built into the base proposal, not a bolt-on — it's also what makes the build eligible for Singapore's EDG grant. See the investment breakdown and grant details →
Future-proofing

Built so you're never locked into Plato or Xero.

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.

Source system:
Accounting system:
Source adapter
Plato
Canonical data model (unchanged)
  • Visit, revenue & cost categories
  • OB/GYN & referral classification rules
  • COGS consolidation logic
  • Full history, owned by the client
Destination adapter
Xero
Right now the source adapter speaks to Plato and the destination adapter posts to Xero. If either system ever changes, only its adapter gets rebuilt — the classification rules, the COGS logic, and every month of historical data carry over untouched.
Scoping — in the interest of transparency

Two things worth planning around from day one.

Some costs never touch Plato at all

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.

Avoiding double-posting into Xero

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.

Suggested path

Three phases, ordered by effort and value.

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.

Phase 1

Quick wins

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.

Low effort
Phase 2

COGS consolidation

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.

High effort
Phase 3

OB/GYN procedure split

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.

Pending ruleset
Let's talk it through

The first concrete step is Plato API access.

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.