Accounting & Global Finance
Designed for multi-national healthcare organizations requiring hierarchical reporting, multi-currency support, and cross-border tax compliance.
Hierarchical Financial Reporting
HQ Level — view consolidated revenue across all international branches in a single dashboard
Branch Level — isolated financial tracking for regional compliance (US/MD, Romania, Canada)
Service-Level Analysis — track profitability by clinical department (ABA, Dental, Pediatrics, Mental Health)
Drill-down — click any aggregate to see individual transactions
Multi-Currency & Cross-Border Billing
Dynamic conversion — real-time billing in USD, RON, and CAD based on the patient's branch location
Tax compliance — automatic calculation of VAT (Romania) and Sales Tax (CA/US) per jurisdiction
Global payouts — support for international payment gateways with automatic reconciliation
Exchange rate tracking — historical rates stored for audit trail
Journal Entries & General Ledger
Double-entry bookkeeping — every transaction creates balanced debit/credit entries
Auto-posting — daily revenue, payroll, and insurance payments auto-post to the GL
Manual entries — create adjusting entries for non-system transactions
Chart of accounts — customizable per branch with standard healthcare account categories
Audit & Compliance
DDA Approval (Maryland) — specialized compliance reporting for Maryland Developmental Disabilities Administration
GAAP/IFRS Ready — standardized financial exports for external audit and tax preparation
RBAC Financial Locks — restrict sensitive financial data to authorized CFO and Management roles only
Immutable audit trail — every financial event logged with user, timestamp, and before/after values
Integration
QuickBooks / Xero sync — automated GL journal export on configurable schedule
Payroll systems — Gusto, ADP integration via CSV export
Insurance remittance — ERA (835) auto-posting to patient accounts
POS integration — Synalux POS EOD journals flow directly into the practice GL
Technical Architecture
Branch-level accountants see only their regional data via PostgREST-level RLS policies. The global CFO has full visibility across all branches.