Overview

What the middleware did on its last run, and what's queued for the next one. This is the view your bookkeeper and Dr Lim would both check.

Last sync i

Aug 1, 2026

Revenue processed i

$186,400

COGS sources reconciled i

4 of 4

Flagged for review i

Pipeline — last run

Click a stage for detail

Extract from Plato

Complete

Normalise

Complete

Classify

Complete

Consolidate COGS

Complete

Map & post to Xero

Complete

Recent activity

Monthly sync completed

342 visits, 128 invoices classified, COGS consolidated from 4 sources, posted to Xero.

Aug 1, 2026 · 06:02

Vendor discount file received

Medicine cost figures adjusted for July vendor invoice discounts before consolidation.

Jul 31, 2026 · 22:14

OB/GYN classification applied

54 procedure line items split by specialty using the locked ruleset.

Jul 31, 2026 · 22:09

Previous cycle synced

301 visits, 119 invoices classified, posted to Xero without review flags.

Jul 1, 2026 · 06:00

Answers your Q2 — patient visit reporting

Patient Visits

New vs. existing patients, and the Obstetrics/Gynaecology split — pulled straight from Plato's Visit Type report, no manual filtering.

Total visits this cycle

342

New patients i

128

Existing patients

214

OB / GYN split i

55 / 45

New vs. existing — last 6 months

New Existing

Visits by specialty i

Answers your Q3 — patient referral source reporting

Referral Sources

Where new patients are coming from, consolidated automatically. This is your strongest existing capability in Plato — the middleware just removes the last manual step.

Referral channels — last 30 days

342 tagged visits

Answers your Q4 — monthly revenue breakdown by stream

Revenue Streams

Plato's most straightforward native report, exported in structured, Xero-mappable format automatically.

GST treatment changes from March 2026 onward. The middleware normalises GST-inclusive vs. exclusive figures automatically so month-to-month totals below stay comparable — worth confirming your own reporting handles this consistently too.

Total revenue — last 6 months

This month, by category i

Answers your Q1 & Q5 — inventory categories, sales + COGS, P&L

COGS Consolidation

Revenue and cost, side by side, per category — assembled automatically from every source that used to require a separate manual step.

Revenue vs. cost by category

Revenue COGS

Cost sources feeding this report i

Source	Feeds into	Status	How it gets in
Plato product sales	Medicine, Vaccination	Connected	API — automatic
Vendor invoice discounts	Medicine, Vaccination	Manual upload	Monthly file intake
External lab/radiology invoices	Investigation	Manual upload	Monthly file intake
Consumables usage	Consumables	Flat estimate	$4/visit, pending real tracking

Inventory categories i

1 unconfirmed

Consultation Radiology Investigations Medicine Vaccination Procedures Doctor's Fees Antenatal Package Consumables Misc (being reclassified) 1 unused preset — rename?

Answers your Q2 & Q6 — visit specialty split, OB/GYN procedures

Classification Rules

The logic layer — how raw Plato records turn into the categories your practice actually reports on.

OB/GYN procedure classification is not switched on by default. The scheme was recently revised on your side — we'd lock a stable ruleset with you first, so automation doesn't bake in a moving target. Shown below as it would look once agreed.

New vs. existing patient i

Every visit tagged automatically based on patient history in Plato. No manual step, no change from how it works today.

Referral source consolidation i

Channels like Google Search, named-doctor referrals, GP referrals, CPAC and walk-in are consolidated automatically every cycle.

Procedures vs. Doctor's fees reclass i

Line items that land in Plato's generic "Misc" category get split automatically instead of reclassified by hand each cycle.

Misc — Cord Blood Collection → Procedures

Misc — Doctor Memo Fee → Doctor's Fees

OB vs. GYN procedure split i

Pending ruleset

Once locked, procedure-level line items would classify automatically by specialty, e.g.:

Doctor Fees — Emergency LSCS → Obstetrics

GYN Surgery → Gynaecology

Answers your Q1, Q4 & Q5 — mapping to Xero accounts

Xero Mapping & Posting Log

Where each category lands in your chart of accounts, and a record of every post — so nothing goes in twice.

Category → chart of accounts mapping i

Plato category	Xero account	Granularity
Consultation	4000 · Consultation Revenue	Category-level
Investigation	4010 · Investigation Revenue	Category-level
Medicine	4020 · Medicine Revenue / 5020 · Medicine COGS	Revenue + COGS split
Procedures (OB)	4031 · Obstetric Procedure Revenue	Specialty-level
Procedures (GYN)	4032 · Gynaecology Procedure Revenue	Specialty-level
Vaccination	4040 · Vaccination Revenue / 5040 · Vaccination COGS	Revenue + COGS split
Consumables	5050 · Consumables COGS	Category-level

Posting log

Coexistence with Plato's native Xero posting — confirmed per workspace

Date	Description	Amount	Status
Aug 1, 2026	July revenue & COGS — monthly journal	$186,400	Posted
Jul 1, 2026	June revenue & COGS — monthly journal	$171,220	Posted
Jun 1, 2026	May revenue & COGS — monthly journal	$179,860	Posted
Sep 1, 2026	August revenue & COGS — monthly journal	—	Scheduled

Beyond the six questions — built in for EDG eligibility and to cut manual review time

AI Assistant

Ask your numbers a question in plain English, and get automatic flags on anything that looks off before your bookkeeper has to go looking for it.

Ask your data

No spreadsheet, no filter menus — just ask

How does this month's OB revenue compare to last month?

Obstetrics revenue was $24,100 this cycle, up 8.2% from last month — driven by 3 additional LSCS procedures. View in Revenue Streams →

Which referral channel is underperforming?

"Events" dropped from 6% to 4% of tagged visits over the last two cycles — the only channel trending down this period. View in Referral Sources →

Ask about visits, revenue, COGS or referrals...

Anomalies flagged this cycle i

3 flagged, 0 need urgent action

Consumables COGS 21% above trend Review

Still on the flat $4/visit estimate — hasn't been recalibrated since Q1. Real usage tracking would resolve this automatically.

Medicine COGS 6% below expected Savings

July's Zuellig Pharma rebate landed slightly higher than the trailing average — already reflected in this cycle's P&L.

New-patient share up 4 points vs. 6-month average Info

Google Search referrals are the main driver — worth knowing before the next marketing spend decision.

Vendor discount matching i

This cycle — 2 of 3 auto-matched with high confidence

Vendor line item	Matched category	Confidence	Status
Zuellig Pharma — July rebate	Medicine COGS	98%	Auto-matched
DKSH — vaccine bulk discount	Vaccination COGS	95%	Auto-matched
Zuellig Pharma — packaging credit note	Medicine COGS	71%	Confirm — below 90%