Less manual checking. More visibility into pending items.
We can automate checks, payment reminders and control routines, sending discrepancies to whoever decides in finance.
What usually gets stuck
- Card terminal fees that differ from the contracted rate, without anyone noticing.
- Cash closed with an unexplained difference.
- Outstanding payments chased late or forgotten.
Common situations; the first conversation confirms what happens in your clinic.
What can change
Data from the system, the card terminal and the bank is compared; discrepancies become tasks for finance; payment reminders follow the approved tone; payments and adjustments still require approval.
What we can implement
- Automation
Authorized payment reminders
Identifies eligible bills and situations, prepares the notices in the approved tone and routes the exceptions.
How to evaluate: Late payments · Defaults · Manual collection time
- Automation
Pre-reconciliation
Compares transactions and entries when the data allows; discrepancies go to finance for review.
How to evaluate: Hours saved · Pending items
- Person
Payout and receivables check
Flags differences for investigation and organizes a review report for finance.
How to evaluate: Discrepancies detected · Review time · Amounts recovered, when proven
Limits
- Payments, refunds and adjustments only with human approval.
- The automation uses only authorized access, and credentials stay protected.
- Reconciliation depends on the reports and statements available from each bank and card processor.
Possible solution, subject to an assessment of the clinic's systems and process.
How it works in practice
The system records, the automation carries out what was authorized, the team steps in when needed and Unitta Flow tracks it all.
Card reconciliation · week
Contract rate: 2.99%| Day | System sales | Card terminal | Fee charged | Credited to bank | Status |
|---|---|---|---|---|---|
| Mon | $4,820.00 | $4,820.00 | 2.99% | $4,675.88 | Matched |
| Tue | $5,310.00 | $5,310.00 | 2.99% | $5,151.23 | Matched |
| Wed | $3,980.00was $4,380.00 | $3,980.00 | 2.99% | $3,861.00 | Fixed by Bruno |
| Thu | $6,150.00 | $6,150.00 | 3.49% | $5,935.36 | Dispute opened |
| Fri | $5,740.00 | $5,740.00 | 2.99% | $5,568.37 | Matched |
Mon
Matched- System sales
- $4,820.00
- Card terminal
- $4,820.00
Tue
Matched- System sales
- $5,310.00
- Card terminal
- $5,310.00
Wed
Fixed by Bruno- System sales
- $3,980.00was $4,380.00
- Card terminal
- $3,980.00
Thu
Dispute opened- System sales
- $6,150.00
- Card terminal
- $6,150.00
- Fee charged
- 3.49%
Fri
Matched- System sales
- $5,740.00
- Card terminal
- $5,740.00
UBruno's WhatsApp
Overcharged on Thursday: $30.75, under dispute with the card processor.
What happened in the systems
- 07:00SystemSystem sales, card terminal report and bank statement read
- 07:02AutomationWeek checked: 2 exceptions found
- 09:12UnittaAlert sent to Bruno's WhatsApp
- 09:24PersonBruno corrected Wednesday's payment method
- 09:31PersonBruno opened the fee dispute
- 09:32UnittaIn Unitta Flow: week reconciled and amount to recover tracked
How we measure
- Discrepancies found
- Review time
- Default rate
Metrics and baseline are defined before implementation. We don't promise gains before we know the operation.
Where this solution usually fits
Other solutions
SolutionsWant to see what could be automated in your clinic?
Tell us which part of your operation you want to improve. Our team will reach out on WhatsApp.