Track money in, money still owed, and who is driving results across services and staff. When the accountant or a leadership review needs the detail, download structured reports covering exactly the date range you are already looking at.
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Without a single financial view, owners piece things together from bank feeds and front desk memory. That makes it hard to spot underperforming services, have honest conversations about capacity, or chase outstanding balances before they become write-offs.
Still have questions? Contact our team.
Finance access is permission-controlled, so only the roles that should see revenue data can view and download it.
Exports are currently CSV only. Your accountant or finance partner can open these directly in Excel or Google Sheets for any further analysis they need.
No. Financial reports cover revenue and operational data. Client record exports are a separate feature with their own permissions and audit requirements.
Bring revenue, outstanding balances, and team performance together in one place, then back the story with date-bounded reports your finance partners can actually work with.
No card required • Cancel anytime
Other tools that work alongside clinic insights & reporting.
Marketing Campaigns
Win back quiet clients with rule-based email & SMS that respects consent, caps, & cooldowns.
Loyalty, Referrals & Gifts
Reward returning clients with points and tiers, run referral credits at checkout, and sell branded gift cards that spend like cash.
Platform Security & Access
Role-based permissions, MFA, audit logs, & guided onboarding so the right people see the right data.
Everything you need for clinic insights & reporting, built for aesthetic clinics.
Slice payments across any date range, chart trends by day, week, or month, and break totals down by service, staff member, and payment type. Outstanding balances on upcoming bookings are visible in the same view so nothing slips through.
Dedicated views show staff performance including how well their availability is being used, service throughput and yield, client behaviour, and booking patterns. Decisions get made on what is actually happening in the business, not on gut feel.
Pull revenue, staff, or service data for any date range you are already viewing and continue the analysis in Excel, Google Sheets, or whichever tool your finance team prefers.
