One of our healthcare provider clients struggled with inefficient billing processes due to disconnected systems. They needed a solution to accurately differentiate between billable and non-billable hours across their CRM platform (WriteUpp) and accounting system (Xero). This manual reconciliation process was consuming valuable staff time that could be better spent on patient care.

We developed a comprehensive data integration solution that automated the flow of data between WriteUpp and Xero. Our team implemented business-specific mapping rules to automatically classify different types of activities and created interactive PowerBI dashboards with drill-through capabilities to provide instant visibility into billing patterns. The solution included automated validation checks to ensure data accuracy across systems

Staff time was redirected from administrative tasks to billable patient care, while real-time dashboards enabled data-driven insights into billing patterns and resource allocation. The automated categorisation eliminated human error in billing classification. This digital transformation initiative successfully converted non-billable administrative hours into revenue-generating activities, directly improving the practice's bottom line.