Regular expenses kept in your head
Rent, salary and subscription due dates are left to memory.
Expense Automation
Clinic expense tracking: every expense on record, its invoice right beside it.
Record rent, salaries and supplies on one screen. Attach the invoice, separate the withholding tax, see the period total.
Don't keep it in your head, put it on record
Expenses belong on one screen, not in a notebook.
Record each expense with its group, category and amount. Open a recurring task for monthly payments; once paid, you enter the expense.
Familiar problems
How much went out in expenses this month?
If revenue is tracked but expenses stay scattered, your profit becomes a guess at month end.
Due dates are missed
When a late payment goes unnoticed, late fees follow.
Expense items stay hidden
At month end, what went where is guesswork.
What changes
Before and after.
You pay the same expenses; you see item by item where the money went.
Today
Expenses are paid from memory
Due dates are missed.
With Clineo
Recurring task — You open a task for monthly items like rent; complete it and the next one opens by itself. You enter the expense yourself.
Today
Invoices go missing
You can't find the document when you need it.
With Clineo
Invoice file — You attach a PDF or image invoice to the expense; the document stays beside the record.
Today
Cash flow isn’t visible
Decisions are made on guesses.
With Clineo
Period summary — You see expenses by category and income by payment method on the same dashboard.
Why Clineo
Get your expenses in order.
Expense automation shares the same data as accounting and reports.
Group them
Fixed costs, purchases, taxes: every expense in its place.
Withholding tax
Gross, withholding and net are calculated separately.
Link to an account
It comes off the cash or bank account you pick.
Category breakdown
Track expenses item by item.
Recurring task
Open the monthly payment as a task with a due date.
Documented records
Add a note and an invoice file to every expense.
How it works
Expense tracking in four steps.
Expense automation shares the same data as accounting and reports.
Enter the expense
Fill in group, category, amount and date.
Pick the account
Mark the cash or bank account you paid from.
Attach the document
Upload the invoice as a PDF or image.
It’s recorded
The payment is recorded in finance.
Note: You enter expense records yourself; Clineo doesn't write recurring expenses on its own. You keep handling official accounting with your accountant.
Works together with
Which modules does it connect with?
Expenses are the half of finance that has to be read together with revenue.
Accounting
revenue and expenses are gathered in one place
Inventory Management
track supplies in their own category
E-Invoice Integration
run the document side linked
Basic Reporting
see the period's expense total in a report
Doctor Commission Calculator
commissions are a regular expense item too
AI assistant
Neo tells you this month's expenses.
Say "Bu ay gider ne kadar" (how much in expenses this month) and Neo gives the total and record count. Say "Gider ekle" (add expense) and it asks the amount, sums it up and waits for your approval.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
Start by entering this month's expenses: rent, salaries and supplies. Add the file where there's an invoice. At month end, you see the category breakdown on the Finance dashboard. For monthly items like rent, open a recurring task too.
FAQ
Expense Automation FAQ
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoDoes expense automation replace accounting?
No. It’s for clinic cash management; you continue to handle official accounting with your accountant.
Which plan includes this feature?
Expense Automation is part of the Clineo Smart plan. The Enterprise plan includes everything in Soft and Smart, so it’s available there too.
Which expenses can I record?
You enter records under rent, supplies, salaries, bills, lab, taxes and other. Each record is one-off, so you add a new one each month.
Can I document the expenses I pay?
Yes. You add a note and an invoice file to the expense, and it stays traceable item by item.
How do I track expenses with variable amounts?
Each month you enter the actual amount as a new record. Items like electricity go under the "Bills" category.
Can I categorize expenses?
Yes. There are seven categories and three groups: fixed costs, purchases, taxes. The Finance dashboard shows the category breakdown.
Ready when you are
Get your expenses in order.
Open the demo and try Clineo in your own clinic flow. Your account opens right away, free for 14 days.