You filed everything on time… and still got hit with a CRA penalty?

Let's change that. Read more below

Real Scenario

Scenario	Without ClinicFlow	With ClinicFlow
Starting Bank Balance	$42,000	$42,000
Insurer Payment Delay	Not visible	+$31,000 forecasted
GST, Payroll, Rent Due	-$47,000 surprise	Fully mapped 8 weeks in advance
Net Result	CRA Penalty + cash shortfall	3-step fix delivered via report & SMS

They got blindsided. ClinicFlow would’ve caught it 2 months earlier.

How it works

A one-time setup of all things technical is required. Will take about a day during which we connect your system, do a test run and make it ready to go. Quickbooks, EMR, CSV or Excel all work. And then it's Forecast, Report and Go

Forecast

We forecast 8 weeks ahead and estimate how the numbers will look for you

Report

We send you a 3 page report every Friday by email or text and with simple, actionable steps

Go Time

You simply need to take action as recommended and CRA penalties will be a thing of the past

ClinicFlow

ClinicFlow warns you about cash problems 8 weeks before they hit—so you can act, not react.It’s your clinic’s financial radar, delivered weekly by email and SMS.

✅ 8-week forecast PDF delivered every Friday
✅ SMS alerts before shortfalls, GST deadlines, and payroll hits
✅ 3 clear action items you can take immediately
✅ Works with QuickBooks, EMRs (Jane, Accuro, PS Suite), or just Excel
✅ No dashboards. No new software. Just smart cash visibility
✅ Optional Shield Plan: we pay CRA fines if we miss

This is NOT what your CPA does — it’s what saves you before your CPA finds the problem

Pricing

Plan	Core C$225/mo	Shield C$299/mo	Enterprise Custom
8-week forecast PDF (weekly)	✅	✅	✅
SMS alerts for GST, rent, payroll	✅	✅	✅
QuickBooks, Excel & EMR support	✅	✅	✅
Monthly data health scorecard	❌	✅	✅
CRA penalty protection (up to $10k)	❌	✅	✅
Multi-location dashboard	❌	❌	✅
White-labeled reports (your branding)	❌	❌	✅
Advanced GL mapping	❌	❌	✅

Optional Add-Ons

Add-Ons (Optional)	Price	What It Does
QuickBooks Migration	C$600 (one-time)	We migrate you from Excel or EMR-only to QuickBooks
Manual Forecast Setup (EMR-only)	C$199 (one-time)	We map your EMR + bank data for forecast without accounting software
White-Labeled Reports	C$99 setup + $10/mo	Add your clinic’s logo and colors to every report
Daily Forecast Alerts	C$49/mo	Get a mini daily check-in on cash balance risk
Payroll Risk Flag	C$29/mo	Alert if cash can’t cover payroll 7 days out
Bookkeeper / CPA Access Portal	C$19/mo	Let your bookkeeper access reports in real-time

FAQ's

1. Isn’t this what my CPA already does?

No. Your CPA looks backward—after the month ends. We forecast 8 weeks ahead and tell you what to fix before there’s a problem.

2. Is my financial data safe with you?

Yes. We use read-only access only, with encrypted file storage. No transactions, no shared access, no surprises.

3. What if we don’t use QuickBooks?

We work with EMRs like Jane, Oscar, Accuro, PS Suite—and even Excel or CSV files from your accountant.

4. What if we upload late or forget to send data?

We’ll remind you via email and SMS. If no data is received by Thursday 11 p.m., the report still goes out—but the guarantee is paused that week.

5. What does the weekly report include?

It shows your current cash, projected shortfalls, your top 3 next steps, and a timeline of rent, payroll, and CRA risk over the next 8 weeks.

6. How much does it cost, really?

Core plan is C$225/month. Shield plan is C$299/month and includes CRA fine protection. No contracts. Add-ons available if needed.

7. What if your alert misses and I still get fined?

If you're on the Shield Plan and data was on time, we reimburse the fine—up to C$10,000. Fast. No finger-pointing.

8. How are payments handled?

We use Stripe for secure monthly billing. You'll receive receipts automatically and can update or cancel anytime.

9. Can my bookkeeper or CPA access the reports?

Yes. Our CPA Portal add-on lets them view real-time reports and sync with your bookkeeping system.

10. How fast can I get started?

Most clinics are onboarded in under 1 hour. Connect QuickBooks or upload files today—your forecast is ready by next Friday.

Contact Us

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