Connect EMR data to finance reporting without turning Excel into the ERP.

EMR/EHR systems track clinical activity and billing at the encounter level, while the general ledger records financial results. They use different definitions of revenue, timing, and contractual adjustments. Without a designed integration, finance reconciles them by hand in spreadsheets, which is slow and error-prone. The fix is a mapped, reconciled data flow into Sage Intacct.

Finance needs revenue, AR, contractual adjustments, and cash mapped to the GL by provider, location, department, and service line, with a reconciliation that proves the numbers tie out. The goal is control and better reporting, not just moving data faster. Integrations should create traceability, not move bad data faster.

Depending on the systems, data can flow through native APIs, scheduled export and import, middleware, or Microsoft tools like Power Automate and Power BI. We choose the approach that gives control, an audit trail, and maintainability, rather than the quickest connector that breaks at the next update.

We design integrations to keep protected health information out of the general ledger where it does not belong, and to apply least-privilege access. Finance needs the financial data, not the clinical detail. We build HIPAA-aware without overclaiming a compliance guarantee.