Jeeve Pay

Multi-merchant reconciliation, automated

Reconcile bank settlements, HICAPS transactions, and PMS production data across every clinician. Auto-calculate service fees and push it all to Xero. Save 10+ hours a week.

10hrs+ Saved weekly
100% Audit coverage
3-way Data matching
What Jeeve Pay Does

Your complete multi-merchant
financial operations layer

Jeeve Pay sits between your PMS, HICAPS, bank, and Xero to automate the financial back-office work that multi-merchant practices create. No more spreadsheets. No more manual reconciliation.

💰

Multi-merchant flow of funds

Track every dollar from patient payment through clinician accounts to service fee collection. Full visibility across all merchant accounts in real time.

🔍

3-way data reconciliation

Cross-reference bank settlement data, HICAPS transaction data, and PMS production records automatically. Discrepancies flagged instantly.

📈

Automated service fee calculation

Calculate clinician service fees from PMS production data using configurable fee structures. Handles tiered, flat-rate, and hybrid arrangements.

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Automated Xero push

Service fee invoices, settlement data, and reconciled figures pushed directly to Xero. Your accountant will thank you.

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Fraud prevention

Automated auditing catches payment discrepancies that manual processes miss. Know immediately when numbers don't add up.

10+ hours saved weekly

Eliminate manual bookkeeping, spreadsheet reconciliation, and Xero data entry. Your admin team can focus on patients, not paperwork.

Service Fees

Clinician service fees, calculated automatically

Pull production data from your PMS, apply configurable fee structures per clinician, and generate accurate service fee calculations. Handles the complexity of multi-clinician practices with different fee arrangements.

  • Pulls production data directly from your PMS
  • Configurable fee structures per clinician
  • Handles tiered, flat-rate, and hybrid arrangements
  • Automatic calculation on your schedule
  • Discrepancy detection with balance tracking

Service Fee Summary

Feb 2026
ClinicianProductionReceiptsFee (40%)BalanceStatus
SC
Dr Sarah Chen
$42,800 $41,640 $17,120 $0.00 ✓ Matched
JP
Dr James Park
$38,400 $37,920 $15,360 $0.00 ✓ Matched
LN
Dr Lisa Nguyen
$28,600 $27,810 $11,440 -$240 ⚠ Gap
RH
Dr Rachel Hart
$22,100 $22,100 $8,840 -- Pending
Total Service Fees Due $52,760
Reconciliation

Bank and HICAPS data, reconciled to your PMS

Cross-reference HICAPS transaction data and bank settlement data against your PMS records. Every payment is verified, every discrepancy flagged. No more manual matching in spreadsheets.

  • Cross-references HICAPS, bank, and PMS data
  • Flags incorrect or missing payments instantly
  • Detects anomalies through reconciliation patterns
  • Full audit trail for every transaction
  • Multi-clinician, multi-merchant support

Reconciliation - 27 Feb

Summary Transactions Exceptions
PMS Production
$8,420
32 transactions
HICAPS Settled
$8,420
32 transactions
Transaction
PMS
HICAPS
Match
Chen - HICAPs #4821
$285
$285
Park - HICAPS #4822
$420
$420
Nguyen - HICAPS #4823
$195
$0
Chen - HICAPS #4824
$510
$510
Xero Integration

Streamlined accounting, pushed to Xero automatically

Most accountants spend significant time manually inputting practice data into Xero every month. Jeeve Pay pushes service fee invoices, settlement data, and reconciled figures directly. Save your accountant hours every week.

  • Automated data push to Xero
  • Service fee invoices created automatically
  • Bank feed reconciliation assistance
  • Reduces manual accountant data entry
  • Complete audit trail in Xero

Xero Sync Pipeline

• Connected
🩺
PMS Data
Production records
💰
HICAPS
Transaction data
Jeeve Pay
Calculate + audit
📚
Xero
Auto-pushed
Service fee invoices 4 invoices ✓ Synced
Settlement entries $184,200 ✓ Synced
Reconciliation data 147 records ✓ Synced
Last sync 2 mins ago ✓ Live
Settlement Audit

End-of-day settlement with complete audit trail

Most clinics still use paper books to calculate cash. By the time an owner finds a discrepancy, it's weeks later. Jeeve Pay provides real-time settlement verification across all data sources, every single day.

  • Real-time settlement position
  • PMS, HICAPS, and bank data compared automatically
  • Merchant fee calculation included
  • Issues flagged same-day, not weeks later
  • Protect your practice from embezzlement

End of Day - 27 Feb 2026

All clinicians
PMS Production
$8,420
32 transactions
HICAPS Settled
$8,420
32 transactions
Bank Settlements
$8,180
After merchant fees
Merchant Fees
$240
2.85% average
PMS Total $8,420.00
HICAPS Total $8,420.00
Bank + Fees $8,180 + $240 = $8,420.00
All sources reconciled. Zero discrepancies detected.
Why It Matters

Modern settlements. Robust integrity.

Multi-merchant creates operational complexity. Jeeve Pay turns that complexity into a streamlined, audited workflow.

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Fraud Prevention

Automated reconciliation against HICAPS and bank data catches discrepancies that manual processes miss. Protect your practice from embezzlement.

Real-Time Visibility

Know your settlement position at any point in the day, not weeks after. Issues flagged immediately, not discovered during audit season.

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Cashflow Confidence

Track every service fee, every clinician payment, and every bank settlement in one place. Know exactly where your money is at all times.

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Automated Reporting

Service fee calculations, settlement reports, and clinician summaries generated automatically. No more spreadsheets or manual data entry.

🚀

10+ Hours Saved Weekly

Automated Xero sync, service fee calculation, and settlement reconciliation. Reclaim your admin team's time for patient care.

🎯

Dental Industry Specific

Settlement processes designed specifically for dental practices adopting multi-merchant with HICAPS. Built by people who understand dental finance.

Integrated with the tools you rely on

Ready to automate your financial back-office?

Join dental practices across Australia saving 10+ hours a week on bookkeeping with Jeeve Pay.