ClinicBuddy.AI

Operational intelligence for clinics that want to run tighter.

Connect Cliniko and Xero, then ask anything about revenue, appointments, utilization, and forecasts. Get answers and next steps, not just dashboards.

Cliniko Xero Forecasting AI insights
Sample snapshot

Practice Pulse

Revenue, utilization, and cancellations in a single narrative view - not just charts.

Revenue $182k +12% MoM
Utilization 84% Stable
No shows 2.1% -0.4 pts
Waitlist 36 Active
Ask Are cancellations rising for Dr. Patel?
Answer Up 3% in the last 30 days; Fridays drive the change.
Weekly focus

Next best actions

  • Fill two open sessions for pediatrics on Tue and Thu.
  • Reduce late starts for Practitioner B by 8 minutes.
  • Review top 5 overdue invoices and automate reminders.

What you get

A single operating picture for the whole clinic.

From front desk to finance, everyone sees the same answers in plain language.

Unified data

Connect Cliniko and Xero, then map appointments, invoices, and payments into one clean model.

Decision-ready insights

Ask questions about utilization, revenue, cancellations, and capacity and get clear answers.

Operational focus

Turn insights into actions, from staffing tweaks to schedule optimization.

How it works

Connect, learn, and act in days.

No BI rebuild. Start with what you already have.

1

Connect

Securely link Cliniko and Xero. We ingest data with clear, auditable mappings.

2

Understand

Explore KPIs, drill into trends, and ask questions in natural language.

3

Improve

Act on recommendations, track impact, and keep your operations tight.

For operators

See the story behind the numbers.

ClinicBuddy turns raw system data into a narrative you can share with your team.

  • Explain revenue changes without digging through exports.
  • Spot scheduling bottlenecks and underused capacity fast.
  • Prepare weekly reviews with consistent, trusted metrics.
Sample narrative

Week 5 summary

Revenue is up 9% driven by orthopedics. Utilization is flat due to two late starts. Cancellations improved after reminder changes.

Revenue Utilization Retention

Start with the data you already have.

Connect your systems in minutes and get a clean, actionable picture of your clinic.