/ The Clinic Ledger · free 2-minute tool

The Clinic Close Scorecard

Jane doesn't sync to QuickBooks or Xero, so every month someone exports CSVs and reconciles by hand. This estimates what that costs your clinic, flags where the books break, and scores how clean your close really is.

Runs entirely in your browser. Nothing is saved or sent. Figures are estimates from your inputs, your diagnostic gives you your real numbers.

01, Your clinic

Region

Sets currency, tax rules (GST/HST vs sales tax) and default Jane Payments rate.

# of practitioners Physios, chiros, RMTs, etc. billing through Jane.

Patient visits / month Rough is fine. Pre-filled from practitioner count, edit freely.

Average fee per visit In CAD, before tax.

Hours / month spent exporting Jane + reconciling: 4 hrs

1 hrtypical: 3 to 6 hrs12 hrs

Bookkeeping labour rate / hour Loaded cost of whoever does it (staff, bookkeeper, or your time).

Jane Payments rate (%) Default = Jane's online rate. Verify yours at jane.app.

02, Where books break

Do you use Jane Payments to take card payments?

Do you sell prepaid packages, memberships, or gift cards?

Do you pay practitioners on a percentage / fee-split model?

Do you sell taxable products (orthotics, supplements, retail) alongside treatment?

Does your month-end close finish within a week?

0Close score

Your Clinic Close Maturity Score

A self-assessment of how cleanly your Jane data reaches your ledger, not a comparison to other clinics.

Estimated annual cost of the manual close

Hours per month on export + reconciliation, at your labour rate, over a year. This is the time a clean pipe gives back.

Processing fees flowing through your books / year

Booked from the net deposit alone, this amount understates your revenue and turns the bank rec into a manual chase.

What the scorecard flagged

Want your real numbers?

This is an estimate from your inputs. The fixed-fee Clinic Diagnostic puts hard figures on it, your actual close cost, the deposits that don't tie, and the fixes worth making, with no retainer after.

Book the Clinic Diagnostic →

How to read this. These are representative estimates from what you entered, not a guarantee for your clinic, and not accounting or tax advice. The "typical 3 to 6 hrs" range is a triangulated figure from bookkeeping practice guides, not a formal survey. Jane Payments rates change and vary by plan and region, confirm yours at jane.app. Whether a given item is exempt or taxable depends on your services, province/state, and registration status; confirm treatment with your accountant. The score is a self-assessment of process maturity, not a benchmark against other clinics.