AI Skill Finance skills

SG Clinic Bookkeeping Kit

Monthly books for GP, dental and specialist clinics. Snap supplier receipts into a register, match the bank statement against day end takings (cash, NETS, card, PayNow), CHAS, MediSave and panel or TPA claim payments, tick each line by hand, and get a Profit and Loss with claims receivable, card fees, cash over or short and drug stock movement. It never posts or edits an entry: you decide.

Problem it solves

Receipts in a shoebox, a bank statement nobody has matched, and a clinic P&L that mixes up claims received with revenue.

Inputs it needs

Receipt photos, the clinic management system day end or week end report, and the month's bank statement export.

What you get

Receipt register traced to each photo. Every bank line explained: takings, claim, receipt or standing item. Bank proof to 0.00, cash on hand check and claims receivable.

Will not do without you

Never posts or edits an entry. Asks you to confirm any receipt it cannot read clearly, and keeps unexplained lines visible until you decide.

Price

S$64.50 one-off (11.11 price until 11 Nov, then S$129). SGD, no GST.

Case study: the problem it fixes

Illustrative scenario, not a client story

A two-doctor GP clinic keeps a shoebox of supplier invoices and a bank statement full of NETS, card and MOH lines. At month end someone guesses which deposit belongs to which week, CHAS money received for last month gets counted as this month's revenue, and the doctor sees a profit figure nobody can explain.

Why it costs money, not free

Clinic books have traps a general bookkeeping template misses: card fees netted off settlements, takings in transit, claims receivable and drug stock. The kit builds those rules in, proves the bank to 0.00 and shows every unexplained line, so the P&L can be trusted. Every kit is written and tested by a Chartered Accountant (Singapore), kept to current Singapore rules, and comes with the artifact, templates and setup sheet, not just a prompt.

Screenshot of the Clinic books: snap, match, P&L artifact included with SG Clinic Bookkeeping Kit, with sample numbers
Included artifact: Clinic books: snap, match, P&L. Sample screen with illustrative numbers, not customer data.

How it works

  1. Reads receipt photos into a register
  2. Checks each day end period ties: billed equals payments plus claims
  3. Matches bank lines to takings, claims, receipts and standing items
  4. You tick every line and decide the exceptions
  5. Builds the bank proof, cash check and the monthly P&L
  • Skill instructions (SKILL.md) for receipt capture, matching and the clinic P&L
  • Python script for the bank proof, cash and claims checks and the P&L
  • Clinic chart of accounts and clinic notes (claims, GST, drug stock)
  • Sample takings, receipts and bank statement with dummy figures
  • Clinic setup sheet for schemes, fee rates and settlement days
  • Interactive artifact: Clinic books: snap, match, P&L (opens in your browser or in Claude)

Two ways to start

Buy this skill

S$64.50 one-off (11.11 price until 11 Nov, then S$129). SGD, no GST. Instant download after payment.

Get a free costed proposal

Need it built around your own systems instead? Get a written proposal with a fixed price within 3 working days, then a 30-minute call.

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