Jeeve Pay

Multi-merchant reconciliation, automated

Auto-calculate clinician service fees, reconcile HICAPS receipts against your PMS, and push service fee invoices straight to Xero. Save 10+ hours a week on bookkeeping.

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

Your complete multi-merchant
financial operations layer

Jeeve Pay automates the financial back-office work that multi-merchant Australian dental practices create. Service fee calculations, HICAPS reconciliation, end-of-day settlement verification, and service fee invoices pushed to Xero - whether patient payments go to the practice or directly to each practitioner. No more spreadsheets.

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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.

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3-way data reconciliation

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

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Automated service fee calculation

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

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Service fee invoices to Xero

Service fee invoices generated per clinician and pushed directly to Xero as drafts. No manual data entry required.

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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 and spreadsheet reconciliation. 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 service 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
  • Built to support the service-fee model many practices rely on for dental payroll tax
  • Discrepancy detection with balance tracking

Service Fee Summary

Feb 2026
ClinicianGrossAdj.NetFee (60%)
SC
Dr Sarah Chen
$28,400 -$360 $28,040 $16,824
JP
Dr James Park
$24,600 -$180 $24,420 $14,652
LN
Dr Lisa Nguyen
$19,200 -$240 $18,960 $11,376
RH
Dr Rachel Hart
$16,800 $0 $16,800 $10,080
Total Service Fees $52,932
↓ Download ABA
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 Collections
$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

Service fee invoices, pushed to Xero automatically

Once Jeeve Pay calculates your clinician service fees, it generates invoices and pushes them directly into Xero. No manual data entry, no spreadsheets, no waiting for your bookkeeper. Each clinician gets their own invoice with a full breakdown.

  • Service fee invoices auto-generated per clinician
  • Pushed directly to Xero as draft invoices
  • Full breakdown of collections, fee percentage, and balance
  • Eliminates manual bookkeeper data entry

Service Fee Invoices → Xero

• Connected
Dr Chen - Service Fee Invoice $17,040 ✓ Pushed
Dr Park - Service Fee Invoice $14,760 ✓ Pushed
Dr Nguyen - Service Fee Invoice $11,520 ✓ Pushed
Dr Hart - Service Fee Invoice $10,080 ✓ Pushed
4 invoices totalling $53,400 All synced to Xero
End-of-Day Settlement

Daily receipts verified against your terminal and cash book

Jeeve Pay shows each day's receipts grouped by payment method so you can validate totals against your HICAPS terminal receipts and cash book journals. The cash book is built into Jeeve, so with one click you can confirm the cash amounts match what's in your PMS - an important fraud prevention mechanism.

  • Daily receipts grouped by payment method
  • Validate against HICAPS terminal receipts
  • Built-in cash book with one-click PMS verification
  • Fraud detection and cash discrepancy alerts
  • Issues flagged same-day, not weeks later

End of Day - 27 Feb 2026

All clinicians
HICAPS / EFTPOS
$6,840
24 receipts
Health Fund
$1,280
8 claims
Cash
$420
3 payments
Total Receipts
$8,540
35 transactions
HICAPS Terminal $8,120 vs PMS $8,120 ✓ Match
Cash Book $420 vs PMS $420 ✓ Match
✓ Confirm Cash Book
View Full Breakdown
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

Built-in cash book verification catches discrepancies between PMS receipts and actual cash on hand. One-click validation flags issues the same day, not weeks later.

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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 and bank settlement in one place - whether patient payments go to the practice or directly to each practitioner. Know exactly where your money is at all times, with a clean, well-documented service-fee arrangement to support your dental payroll tax position.

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Automated Reporting

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

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10+ Hours Saved Weekly

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

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Dental Industry Specific

Settlement and service fee processes designed specifically for Australian 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.