Upload remittance PDFs or emails, extract payment data, and automatically reconcile against your invoices or bank statement — all in one tool.
Works with:HalaxyClinikoNookalAny CSV
Payment reconciliation is the biggest time sink in allied health clinic admin. You receive remittance advice from NDIS, health funds, and Medicare as PDFs and emails. Then you manually cross-reference them against your invoices or bank statement. This tool automates the entire pipeline in four steps.
Step 1: Upload your remittance advice — PDF files from NDIS/health funds/Medicare, .eml email files, or paste email text directly. The tool supports all three input methods.
Step 2: Review the extracted payment data. The extraction engine pulls invoice numbers, patient names, service dates, amounts paid, and adjustments from your remittances. Review everything in a clean table before proceeding.
Step 3: Upload your records to match against — either a Halaxy invoice CSV or a bank statement CSV. Choose whichever source you want to reconcile.
Step 4: Instant results. The reconciliation engine uses multi-pass matching: first by invoice number (exact), then by amount + name similarity, then by fuzzy amount + date proximity. Every match gets a confidence score (High, Medium, Low) with a clear explanation of why it was matched.
This replaces three separate manual workflows — parsing remittances, extracting email payment data, and reconciling against your books. What used to take a full day per week now takes minutes. Export the full reconciliation report as CSV for your records or Xero import.
All processing happens locally in your browser — no data is uploaded to any server.
How it works
📤
Upload Remittances
PDF files, .eml emails, or paste email text
🔍
Extract Payments
Auto-detect invoice #, amounts, dates
🔗
Match Records
Against invoices or bank statement CSV
📊
Review & Export
Confidence scores + full reconciliation CSV
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Sign up to use Payment Reconciliation
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Frequently Asked Questions
What remittance formats are supported?
PDF remittance advice from NDIS (bulk payment summaries), major Australian health funds (Medibank, HCF, BUPA, ahm), and Medicare statements. Also supports .eml email files or pasted email text from payment notification emails.
How accurate is the matching?
High confidence matches (exact invoice number or exact amount) are very reliable. Medium and Low confidence matches should be reviewed — the tool explains exactly why each match was made so you can verify quickly.
Can I reconcile against bank statements instead of invoices?
Yes. After extracting remittance data, you choose whether to match against a Halaxy invoice CSV or a bank statement CSV. The matching engine adapts to whichever source you choose.