Automated Financial Reconciliation for Medical Clinics
+60%

faster data updates faster reconciliation compared to manual spreadsheets

90%

reduction in errors from missing/duplicate transactions

100+ hours

сlinics saving 100+ hours/month report in admin work

+60%

faster data updates faster reconciliation compared to manual spreadsheets

90%

reduction in errors from missing/duplicate transactions

100+ hours

сlinics saving 100+ hours/month report in admin work

ABOUT PROJECT
HealthCare is a financial reconciliation software designed to automate the process of matching transactions between different systems, such as bank accounts and electronic health records (EHR), for medical clinics. This technology aims to identify missing payments and enhance the financial reporting accuracy of healthcare providers
Location:
Ukraine
Project:
Paytrace
Date:
2025-present
Industry:
HealthCare, FinTech
CLIENT & Business context

Medical clinics often struggle with manual reconciliation of transactions between their bank accounts and EHR systems. HealthCare solves this problem with an automated reconciliation engine, smart error detection, and real-time reporting.

As a result, clinics reduce administrative effort, prevent missing payments, and achieve financial transparency.

Goal & Constraints
Turning financial reconciliation into an automated process
01/
Automate financial reconciliation between bank accounts and EHR systems to detect missing or duplicate payments.
02/
Ensure data privacy and compliance with HIPAA standards throughout all financial operations.
03/
Integrate seamlessly with both modern and legacy healthcare systems for consistent data flow.
04/
Deliver clear, auditable financial dashboards that enhance accuracy and support transparent reporting.
Product approach
Domain analysis focused on:
01/
Healthcare financial workflows and reconciliation patterns
02/
Challenges of missing payments in multi-clinic environments
03/
Security and compliance requirements (HIPAA)
04/
Benchmarking against manual spreadsheet-based reconciliation
Technical Architecture

Core Stack & Infrastructure

  • Backend: NestJS, TypeScript, PostgreSQL, TypeORM
  • Frontend: Next.js 14, React 18, TypeScript, Tailwind CSS
  • Deployment: Heroku with optimized build pipeline
  • Authentication: JWT tokens, bcrypt, cookie-based sessions
  • Integration: SendGrid (emails), Stripe (payments), Multi-format document processing

System Modules

UI/UX Features

Integrations

Key Features Built:

  • AI-Powered Document Processing: Multi-format parser (PDF, Excel, CSV) with intelligent extraction and validation using multiple parsing libraries for maximum compatibility.
  • Enterprise-Grade Security: JWT authentication, role-based access control, input validation, and comprehensive error handling with transaction rollbacks.
  • Real-time Analytics Dashboard: Interactive reporting interface with dynamic charts, drill-down capabilities, and multi-format export system.
  • Smart Reconciliation Engine: Advanced comparison algorithms for financial transactions with fuzzy matching, duplicate detection, and automated suggestion scoring.
  • Automated Business Logic: Background document processing, email notifications, subscription management, and billing reconciliation workflows.
JTBD
UI/UX Features
Planned features
01/

Scaling to support more EHR providers and banks

02/

Adding AI-driven anomaly detection

03/

Expanding analytics with predictive financial insights

04/
05/
Tech Stack & Tools Used
React
Next
TypeScript
Tailwind CSS
PostgreSQL
Heroku
Nest
TypeORM

Get in touch with us!

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  • vlad
    Vladyslav Tamashchuk
    CEO | Founder
    $100
    Consultation fee
  • max
    Max Blokhin
    Account Manager, Chief Sales Officer
    $0
    Intro call
  • oleh
    Oleh Chervinskyi
    Upwork Manager – Leadgen & Sales
    $0
    Intro call