How rich is your financial data?

Posted: 25/03/2021

Running a private practice without easy-to-access financial reporting is like operating without tools. Hero provides granular insight into your daily invoicing and payments and helps you break this down into specific revenue categories. You can take this one step further with our Xero integration.


Our bespoke financial reporting tool will allow you to:

1. Filter the download to display the results you require:

  • Generate reports from user-defined timeframes
  • Dictate whether you would like to download invoices, payments or both
  • Filter the download by invoice date, appointment date, or payment date
  • Decide whether you would like to see a specific practitioner or all practitioners

3. Analyse data from custom invoice categories, gain insights into which treatments are popular at the practice

3. Upload our CSV into Xero or Quickbooks in less than a minute

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