Complete Pre-Accounting System for Clinics
Full financial control with multi-currency billing, installment tracking, income-expense management, and detailed audit trail. 150+ currencies, automatic exchange rates, complete transparency.
Manual Accounting Chaos Automated Financial Control
Common Problems
- Sales and payment records kept in Excel, high risk of errors
- Sales, payments and debt tracking scattered across different systems, no unified view
- No visibility into which services generate revenue or which staff drives the most sales
- Installment tracking is manual, due payments are missed
- Income-expense reports aren't real-time, end-of-month surprises occur
- Multi-currency transactions are complex and error-prone
- No audit trail — who changed what and when is unknown
Estesoft Solutions
- All sales and payments recorded automatically with real-time reporting
- Sales, payments, installments and debt tracking on one screen — fully integrated
- Detailed sales reports by service, product, staff and payment method
- Automatic installment plan creation, overdue debt alerts and reports
- Income-expense reports update in real-time, cash flow always visible
- 150+ currency support with automatic exchange rate updates
- Every transaction has an audit trail — who, when, what changed is fully recorded
Complete Financial Ecosystem
Everything you need to manage billing, accounting, and collections in one integrated platform designed specifically for healthcare providers.
Smart Billing & Sales Management
Multiple Payment Methods
Credit card, cash, account sales, and installment payment options
Installment Sales
Flexible payment plans with automatic installment tracking
Staff-based Pricing
Different pricing per staff member with automatic calculation
Auto Currency Conversion
150+ currencies with real-time exchange rate updates
Discount Authorization
Role-based discount permissions and approval workflows
Stock & Status Control
Real-time stock levels and service availability checks
Invoice Line Management
Service Staff Selection
Assign primary and assistant staff per service line
Auto Price Calculation
Dynamic pricing based on service, staff, and currency
Package Management
Bundle services with automatic price adjustments
Propose & Reservation
Track proposed services and reserved items
Line-level Currency
Different currencies per invoice line with conversion
Assistant Staff Roles
Multiple assistant assignments with role definitions
Income-Expense Management
Income Tracking
Detailed revenue tracking by category, date, and staff
Expense Categories
Comprehensive expense management with custom categories
Debt-Credit Tracking
Complete accounts receivable and payable management
Cash Management
Daily cash flow tracking and reconciliation
PDF/Excel Reports
One-click financial reports in multiple formats
Deposit Tracking
Record and track patient deposits
Multi-Currency Support
150+ World Currencies
Support for all major and minor world currencies
Auto Rate Sync
Real-time exchange rate updates from global markets
Instant Conversion
On-the-fly currency conversion in all transactions
Base Currency Conversion
Automatic conversion to clinic's base currency
Rate History
Historical exchange rate tracking and reporting
Installment & Collection Management
Installment Tracking
Comprehensive installment sales monitoring
Payment Plans
Flexible payment schedule creation and management
Auto Reminders
Automated payment due date notifications
Overdue Management
Late payment tracking and follow-up workflows
Collection Performance
Detailed collection metrics and success rates
Aging Analysis
Debt aging reports with actionable insights
Complete Financial Control Flow
From sales to accounting, manage every financial aspect seamlessly
Cash, credit, installment sales with multi-currency
Real-time revenue monitoring by category
Comprehensive expense tracking and categorization
Instant PDF/Excel reports with full audit trail
Start Transforming Your Healthcare Practice Today
An AI-powered platform for healthcare providers of all sizes — secure, GDPR-compliant, and ready to scale with your practice.