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PortfolioRollup

Normalises financials from every acquired hospital onto one chart of accounts.

Notify meIn development · not installable yet

What it is

Maps each newly acquired hospital’s own chart of accounts onto the group’s standard one, so group reporting adds up real numbers instead of approximations.

Who uses it: Built for: Every specialty
Reads: Acquired hospital’s financials
Writes: Normalised group financials
Never: It does not change how the acquired hospital books its own transactions locally — only how they roll up.
Access: Only people whose role includes it — the clinic owner decides who
Your data: No PHI. Hosted in Boston, United States. On uninstall: Nothing to remove yet — this app is in development.

How it works

The usual shape of a settings app. PortfolioRollup’s own steps are written from its screen when it ships.

Set it onceChoose how it should work for each branch.
Apply itEvery app that uses the setting picks up the change.
Audit itEvery change is kept with who made it and when.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not change how the acquired hospital books its own transactions locally — only how they roll up.

AI in PortfolioRollup

AskQuestions about what is on screen — “What needs attention in PortfolioRollup today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

Questions clinics ask

What does PortfolioRollup do?

Normalises financials from every acquired hospital onto one chart of accounts. Maps each newly acquired hospital’s own chart of accounts onto the group’s standard one, so group reporting adds up real numbers instead of approximations.

What data does PortfolioRollup read and write?

PortfolioRollup reads acquired hospital’s financials and writes normalised group financials. Its data class is No PHI. Every app works on the same patient record — nothing is copied into a silo.

What does PortfolioRollup deliberately not do?

It does not change how the acquired hospital books its own transactions locally — only how they roll up.

What happens to our data if we uninstall PortfolioRollup?

Nothing to remove yet — this app is in development.

Is PortfolioRollup available today?

Not yet — PortfolioRollup is in development and cannot be installed. Join the waitlist and we will tell you when it opens.

Join the waitlist for PortfolioRollup

PortfolioRollup is in development and cannot be installed yet. Leave your name and number: the waitlist decides what we build next, and we will tell you when it opens.

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