Exception reporting
A focused list of what doesn't match and needs attention, rather than pages of raw data.
Our Technology
Technology that connects your entire operation.
Our proprietary reconciliation technology connects the systems you already use, compares their data, and shows you where the numbers don't agree, so you can act before small gaps become large losses.
- CPA-overseen
- Completely remote
- Works with the systems you already use
How it works
Connect. Reconcile. Flag. Report.
Better visibility across the systems you already use, without asking your team to change how they work.
Connect
Secure API or SFTP connections to the systems you already use, authorized by you.
Reconcile
Data from different systems is compared, record by record, wherever it should agree.
Flag exceptions
Mismatches are surfaced as exceptions to review, instead of hiding between systems.
Report
Results are shared in a login-protected client portal, with a CPA-overseen team to help you act.
Healthcare financial reconciliation
Seven reconciliations that show where money slips away
Each one compares two sources that should agree. When they don't, the difference is lost revenue, unsupported cost, or a reporting error.
BillingActual payments
Shows what was billed but underpaid or never paid.
ClaimsRemittances
Matches each payer remittance, adjustment, and denial to the claim it belongs to.
PayrollVerified service hours
Finds labor cost that isn't supported by verified visits or services.
AuthorizationsServices delivered
Catches services delivered beyond an authorization, and authorized hours left unused.
General ledgerOperational activity
Confirms that what happened in operations is what's recorded in the books.
RevenueActual cash collected
Separates revenue earned on paper from cash that actually arrived.
BudgetActual performance
Tracks results against plan so leadership can adjust early.
Reporting & analytics
From raw data to decisions
Reconciled numbers are only useful if leadership can see and act on them.
Management dashboard
One view of revenue, labor, cash, and receivables for owners and executives.
Financial analytics
Trends by payer, location, service line, provider, or caregiver, built on reconciled numbers.
AI Virtual CFO in HHACFO
For home health agencies, HHACFO includes an AI Virtual CFO to help interpret results and plan next steps.
Results are shared in a login-protected client portal.
Technology integrations
Works with the systems you already run
Secure API connections
Direct connections where your software supports them.
SFTP file transfers
Scheduled, secure exports for systems that work best with files.
You stay in control
We only use the connections you authorize, and we confirm what's available for your systems before you commit.
Systems we work with include
- HHAeXchange
- Alora Health
- AlayaCare
- Halo
- QuickBooks
- ADP
Plus other EHR, practice management, billing, pharmacy, payroll, and accounting systems. Ask us about yours.
Works alongside, never instead of
Our technology does not replace these systems. It connects them and gives you better visibility across all of them.
- EHR & clinical systems
- Agency & practice management
- EVV & scheduling
- Billing & clearinghouses
- Pharmacy & point of sale
- Payroll
- Accounting
Product · Home health
HHACFO
The platform we built for home health agencies: visit-level reconciliation of hours worked, payroll hours, and claims billed, with an AI Virtual CFO. See how we support home health agencies.
Need something built for your business? We also create custom software and dashboards.
FAQ
Frequently asked questions
Does your software replace our EHR, billing, or accounting system?
No. Our technology works alongside the systems you already use. It connects to them, compares their data, and reports where they disagree.
How do you connect to our systems?
Through secure API or SFTP connections that you authorize. We confirm which connections are available for your specific systems before you commit.
Which systems do you work with?
Systems we work with include HHAeXchange, Alora Health, AlayaCare, Halo, QuickBooks, and ADP, along with other EHR, practice management, billing, pharmacy, payroll, and accounting systems. Ask us about yours.
Who can see our data?
Results are shared in a login-protected client portal. Our privacy policy explains how we collect, use, and protect client data.
What is HHACFO?
HHACFO is the platform we built for home health agencies. It performs visit-level reconciliation of hours worked, payroll hours, and claims billed, and includes an AI Virtual CFO.
See it working with your own systems in mind
Request a software demonstration and we'll walk through reconciliation, exception reporting, and dashboards, and talk through which of your systems we can connect.