A Weekly Finance Check That Fits a Busy Clinic Schedule

Running a clinic leaves little time for accounting — but skipping financial reviews entirely often leads to surprises later: unposted receipts, missed billings, or cash flow gaps. The good news is, clinics don’t need a full-time finance routine to stay on top of their numbers. A simple, once-a-week finance check — done right — can keep everything organised and predictable.

Here’s what that routine looks like in real life, and how ccMonet helps clinics keep it efficient, accurate, and stress-free.

1. Mondays: Confirm Collections and Bank Deposits

Start the week by ensuring all payments from the previous week — consultations, packages, insurance claims — are correctly received and matched.
With ccMonet’s AI Bank Reconciliation, every incoming payment is automatically linked to the right invoice, whether from PayNow, card terminals, or corporate clients.

Instead of spending hours checking statements, you can simply review flagged items (like duplicate or unmatched payments) and clear them in minutes.

2. Midweek: Review Outstanding Invoices

By Wednesday, it’s a good time to check for unpaid bills or incomplete insurance submissions. Unsettled payments often hide quietly in manual systems.

ccMonet helps clinics track these automatically — showing a clear list of pending invoices, patient names, and due dates. You’ll always know what’s collected, what’s pending, and what needs follow-up, without sifting through multiple systems.

3. Fridays: Check Expense Uploads and Vendor Bills

Clinics deal with recurring supplier expenses — lab fees, consumables, cleaning, medical supplies. End the week by ensuring these bills are uploaded and categorised.
With ccMonet, staff can simply snap or forward invoices during the week; the AI extracts details (vendor, GST, date, amount) and logs them instantly.

By Friday, all that’s left to do is review the automated summary — not re-enter data.

4. Weekly Dashboard Review: Revenue and Cost Ratios

Before wrapping up, take five minutes to glance at the ccMonet AI Insights Dashboard. It summarises weekly revenue, cost categories, and payment trends across services and doctors.

This gives owners a real-time feel for:

  • Service categories driving the most income
  • Any unusual cost jumps
  • Revenue per practitioner or outlet

You’ll spot trends long before the monthly close — making it easier to plan, not just react.

5. Monthly Close Becomes Effortless

When these small weekly checks run smoothly, month-end closing becomes nearly automatic.
All receipts, bills, and reconciliations are already in place — leaving only quick verification for compliance and reporting.

ccMonet’s expert review team ensures all data remains compliant with Singapore’s accounting and tax standards, giving clinic owners peace of mind with zero extra admin.

The “One Hour a Week” Finance Habit

In total, this weekly routine takes less than an hour — yet it prevents 90% of accounting headaches clinics face later.

With ccMonet, every part of that workflow — from payments to insights — happens automatically in the background.

Stay compliant, stay confident, and keep your clinic’s finances in sync — one hour a week is all it takes with ccMonet.