Enhancing Transparency with Data-Driven Solutions

A national eyecare services platform with over a dozen clinics faced major challenges with financial visibility and data reconciliation. Without a reliable way to track revenue or collections across systems, the organization struggled to calculate accurate net income or perform a Cash to EBITDA walk.

Acclarity was brought in to design a data-driven solution that cleaned up the general ledger, automated reconciliation, and delivered clear visibility into revenue and collections. By structuring financial processes and using advanced data tools, Acclarity turned disconnected data into real-time insights for smarter decision-making.

KEY TAKEAWAYS

$ 1 M

For MSO consisting of 14 clinics, $1M Accounts Receivable was identified

500 %+

ROI achieved

Acclarity enables clients to gain accurate, real-time financial insights by automating complex data processes, uncovering hidden revenue, and providing clear visibility into cash flow, improving decision-making for long-term growth and profitability.

THE CHALLENGE

A national eyecare services platform struggled with lack of internal controls, no clear visibility into A/R, collections, financial reporting, and difficulty reconciling revenue and expenses. With no process in place, the company was unable to accurately calculate net income or assess its financial health, hindering strategic decision-making. Acclarity implemented a comprehensive ETL process using Alteryx to integrate data from their ERP system, CareCloud, along with creating a Cash to EBITDA walk to ensure accuracy in financial reporting. Additionally, we helped clean up their general ledger and provided detailed analysis, giving them newfound visibility into their collections and cash flow.

ACCLARITY APPROACH

To improve financial visibility and control, Acclarity implemented an ETL process using Alteryx to reconcile data between the client’s ERP system, bank statements, and financial records—automating what was previously manual and error-prone. We developed a collections waterfall analysis to identify revenue trends by payor and CPT code, revealing missed payments and aging receivables. A Cash to EBITDA walk model was introduced to support accrual-based accounting and provide accurate visibility into EBITDA. We also established internal controls, implemented dashboards to monitor A/R, enhanced data input accuracy through training, and helped define KPIs to track financial performance, empowering leadership with clear, actionable insights.

RESULTS THAT RESONATE

By implementing automated analytics and structured financial processes, Acclarity helped a 14-clinic healthcare organization uncover $1 million in previously uncollected accounts receivable—delivering a 560% return on investment. With new internal controls, KPI tracking, and drill-down revenue insights, the company gained clear visibility into collections and cash flow, enabling faster, data-driven decision-making. The result: less manual work, greater financial clarity, and a roadmap to improved operational performance.

LET'S GET CLEAR.

Enough about us — we want to hear from you. Let’s connect.

CONTACT US TODAY