Close the Month Faster with Clear Revenue Roll-Ups

Consolidated, monthly revenue report and A/R insights that help finance and operations close the books faster and spot leaks before they grow.

The Problem: Slow Month-End Closes & Revenue Blind Spots

Finance, billing, and operations teams often face:

Delays in reconciling merchant deposits with expected cash.

Manual tracking of Days-in-A/R and payer aging.

Unexplained bank variances and write-offs.

Disconnected exports with no audit-ready traceability.

The result? Lengthy month-end closes, missed revenue leaks, and inefficient collection efforts.

The Solution: One Monthly View for Cash, A/R, and Reconciliation

CERTIFY Health’s Monthly Revenue Reports roll up payments, adjustments, claims activity, and reconciliation status into a concise month-level view.

Key Features & Functionality

Consolidated roll-ups

Gross vs. net revenue, refunds, adjustments, and write-offs.

A/R metrics

Days-in-A/R, aging buckets, payer breakdowns.

Reconciliation insights

Batch vs. bank deposit matching, surfaced exceptions.

Drilldowns

Link from monthly summaries to daily transactions and receipts.

Flexible exports

PDF/CSV with scheduled delivery.

Role-aware views

Finance, billing, and executive-ready summaries.

Why CERTIFY Health

Most systems give you raw exports or IT-heavy dashboards. CERTIFY Health provides role-aware monthly revenue reports that link transaction → batch → bank with reconciliation exceptions baked in. The result:

Faster, more confident month-end close.

Transparent audit trails with batch IDs and receipt links.

Prioritized exception handling so billing teams focus only on what matters.

Metrics & Proof Points

Reduce reconciliation time by surfacing exceptions and linking to transaction history.

Track key KPIs: Net cash collected, Days-in-A/R, % batches reconciled, top unpaid payers, dispute/chargeback rate.

Integrations

Monthly Revenue Reports connect seamlessly with payment gateways and processor logs, batch reconciliation feeds, patient accounting and claims/RCM statuses, and accounting exports in CSV or PDF (with optional GL mapping).

Automate Your Month-End Close

Spot leaks, reconcile faster, and give leadership the KPIs they need—all from one monthly monthly revenue report.