Email / PDF
The insurer’s remittance report
For allied-health clinics managing NDIS and insurer payments
Still juggling inboxes, PDFs, Cliniko, and Xero just to match insurer payments to the right patient?
Every insurer payment sends your team searching through remittance emails and PDFs, Cliniko records, and Xero payment lines to work out where it belongs. When one deposit covers several invoices, the search becomes slower and mistakes become easier to make.
Request a workflow walkthrough
Takes about one minute. No phone number required.
Cliniko
The clinic invoice record
Xero
The accounting context
The payment arrived. The explanation didn’t.
Match NDIS and insurer payments without the pain
Reconexa brings the remittance, invoice details, Cliniko record, and relevant Xero evidence into one workspace—so your team can see what belongs together, handle payments that cover several invoices, and approve what happens next.
From remittance to a review-ready match
Collect the payment evidence
Supported Gmail and Microsoft 365 mailboxes sync on a schedule. Reconexa can process supported email bodies and PDFs, retrieve compatible YourRemittance links, and accept a manual PDF upload when another portal still sits in the way.
- Email body
- PDF report
- Manual upload
Understand and match the payment
Reconexa reads each invoice in the remittance, checks invoice numbers and amounts in Cliniko, finds the matching Xero bank lines, and groups payments that cover several invoices into one batch payment.
- Cliniko invoice
- Xero evidence
- Batch payment
Approve and complete the work
Your team reviews or corrects the evidence, confirms batch payments, creates the approved Xero output and supporting PDF when ready, records the approved Cliniko payment, and completes bank reconciliation in Xero.
- Operator review
- Approved output
- Visible history
See the whole payment story as one connected system
The evidence stays attached to the decision
Remittance details, Cliniko records, and relevant Xero evidence remain visible in the same comparison.
Connected evidence
- Source remittance and attachments
- Extracted payer, dates, and amounts
- Matched Cliniko invoice and status
- Relevant Xero payment evidence
- Edits, notes, and review history
Reconexa prepares it. Your team approves it
Operators review clear and uncertain matches, confirm batch payments, approve downstream work, and complete bank reconciliation in Xero.
Batch payments and exceptions
Because one payment does not always mean one invoice
Related invoices stay grouped while uncertain, mismatched, or failed work stays visible until someone reviews it.
- Matched
- Review
- Mismatched
- Failed
Reconexa began inside a clinic, not on a software whiteboard
Caroline Cooper runs a large physiotherapy clinic. Her team was tracing insurer payments across three separate sources: a PDF report received by email, the invoice record in Cliniko, and the corresponding accounting context in Xero.
That often meant three windows across three monitors just to understand where one payment belonged. Every manual step introduced another opportunity to select the wrong patient, overlook a payment, or spend more administrative time correcting the records.
Pete Cooper started Reconexa with Caroline to bring that scattered payment story into one reviewable workflow—reducing the work required to understand each payment while keeping the final decision with the clinic.
Pete Cooper
Founder
Caroline Cooper
Strategist
Show us how your payments arrive. We’ll show you where Reconexa fits
Tell us which systems you use, how remittance information reaches your clinic, and where the process creates the most administrative work. We’ll review it before we speak and tailor the walkthrough around your actual payment workflow.
Common questions
What systems and remittance formats are supported?
Reconexa currently supports Gmail, Microsoft 365, Cliniko, Xero, compatible email content and PDFs, YourRemittance links, and manual PDF uploads. For other applications or portal formats, tell us how your workflow runs and we’ll check whether we can support it.
Does Reconexa reconcile Xero automatically?
No. Reconexa prepares and matches the supporting work, can create the approved Xero output with its attachment, and keeps the status visible. Your team completes bank reconciliation in Xero.
What happens when a match is uncertain?
The record remains visible for review. An operator can correct extracted fields, inspect the source, select the relevant evidence, upload a PDF, or retry failed processing. Uncertainty is not silently treated as success.
Can Reconexa work with another application?
Possibly. Tell us which application you use and what your workflow needs, and we’ll check whether we can support it.