Reception's cashbook, replaced
See the money, per day, per doctor, per service
84,500
EGP · +12%
173
Visits
488
Avg
62%
Cash
The problem
Reception writes visits in a paper cashbook. The accountant reads it end of month. Half the entries are illegible, some are missing, and the doctor has no idea what they earned until 45 days later.
Revenue & Finance
Finance is the byproduct of running the clinic on Kashfy. Every visit that closes on the appointment board triggers a revenue entry - patient name, doctor, service, price, payment method, insurance if any. The finance dashboard updates in real time, so by 5pm you know exactly what the day earned.
The reports are surgical. Filter by any dimension: this week's revenue by doctor, this month's revenue by service, last quarter's cash-vs-insurance breakdown, this year's total. Export any view as PDF or CSV for the accountant. The 'reconcile the paper cashbook' ritual disappears.
Unpaid visits get their own view. A patient who left without paying (or with a deferred payment agreement) is tagged as 'balance due', with the amount and how long ago. Reception can nudge them on WhatsApp with one click, and the payment - when it comes in - closes the loop automatically.
Inside
- Real-time revenue by day, week, month, quarter, year
- Per-doctor breakdown for payouts and performance
- Per-service breakdown to see what's actually earning
- Filter by payment method (cash, card, insurance) or by provider
- Track unpaid balances with WhatsApp follow-up in one click
- Export any view as PDF or CSV for the accountant
- Insurance claim aging: see what's still unpaid by which company
- Petty-cash and expenses tracking on the same dashboard
Who this is for
Solo doctor doing their own numbers
Open the finance dashboard, see this week vs last week, done. No spreadsheet, no accountant call. Print the month at the end of the month.
Multi-doctor clinic paying per-visit commissions
Doctors get paid per visit at the end of the month. The per-doctor breakdown makes payout calculation a copy-paste job, not a two-hour reconciliation.
Chain with insurance claim workflow
Insurance claims sit unpaid for weeks. The aging view shows who owes what and for how long, so reception knows exactly which company to call.
Common questions
Can I connect Kashfy to my accounting software?
Yes. Export CSVs in a format compatible with common accounting tools, or use the API to sync directly.
What about VAT / sales tax?
Kashfy tracks tax per service based on your settings. The reports show revenue with and without tax, ready for filing.
How do I split revenue between the clinic and the doctor?
Set a per-doctor commission percentage or a fixed per-visit fee. The report shows the split automatically.
Are payments tracked in USD or EGP?
EGP by default. You can toggle to USD or SAR for foreign patients, and the finance dashboard shows both.
Ready to run revenue & finance on Kashfy?
First 50 bookings free. No card, no clock.
