KashFlow + Medical Practices: Faster Bank Import
Medical practices receive payments from insurance companies, Medicare, Medicaid, and patients — each with different reimbursement schedules and reconciliation requirements. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Medical Practices Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Convert practice bank statements to Excel to reconcile insurance reimbursements, patient payments, and vendor costs for accurate practice financial management.
The Medical Practices + KashFlow Workflow
Medical practice administrators reconcile ERA (Electronic Remittance Advice) payments from insurance companies against claims submitted, verify patient co-pay and deductible collections, track Medicare and Medicaid reimbursements, and match vendor payments for medical supplies and equipment. Bank statements are cross-referenced against practice management system billing reports to identify underpayments and denials.
Key terms you'll encounter: ERA payment, EOB, claim denial, CPT code.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 4-6 hours per week on insurance payment reconciliation and patient payment posting for a practice with 5+ providers
AI formats for KashFlow
Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out — dates in DD/MM/YYYY.
Import and reconcile
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping. KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow Features for Medical Practices
- KashFlow ready — Output formatted as CSV matching KashFlow's expected column structure
- Smart integration — KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
- Built for Medical Practices — Saves 4-6 hours per week on insurance payment reconciliation and patient payment posting for a practice with 5+ providers
- Software compatible — Output works directly with QuickBooks, Kareo, athenahealth
Import Steps for Medical Practices Using KashFlow
As medical practice owner, here's how to get bank data into KashFlow:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
KashFlow Import — Built for Medical Practices
Owned by IRIS Software since 2013. Positioned as entry-level cloud accounting for UK micro-businesses who find Xero and QuickBooks too complex.
Try Free — KashFlow + Medical Practices