Finance Analytics

About

FINANCE

Every dollar accounted for. Every risk reduced.

Kaelio unifies financial and operational data so you can see margins in real time, forecast with confidence, and stop revenue leakage before it happens.

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TRUSTED BY LEADING HEALTHCARE SYSTEMS & ENTERPRISES

THE CHALLENGE

Finance shouldn’t be stuck looking backward

Without Kaelio, finance teams get buried in reconciliations and late insights. With Kaelio, you see margins, risks, and forecasts in real time.

Without Kaelio

Month-end closes that drag on for weeks

Revenue leakage hiding in spreadsheets

Delayed detection leading to costly surprises

Disconnected ERP, EHR, and billing systems

Finance stuck reacting instead of forecasting

With Kaelio

Close books 50% faster with automated reconciliations

Spot leakage and anomalies in real time

Variance alerts routed directly to owners

Unified P&L across ERP, EHR, and billing data

Finance leading strategy with forward-looking forecasts

HOW IT WORKS

From messy close to proactive finance — fast

From live P&Ls to automated variance alerts, Kaelio gives finance leaders the visibility and control they need to act with confidence.

01.

Connect & Aggregate

Pull data from EHR, ERP, payroll, and billing systems into one clean source.

02.

Automate & Detect

03.

Forecast & Scenario Plan

04.

Report & Comply

01.

Connect & Aggregate

Pull data from EHR, ERP, payroll, and billing systems into one clean source.

02.

Automate & Detect

03.

Forecast & Scenario Plan

04.

Report & Comply

FEATURES

Everything You Need to Run High-Performance Finance

Kaelio brings together the tools finance leaders need to control costs, protect revenue, and forecast with confidence.

Live P&L by Service Line

Drill down from enterprise view to department, site, or encounter-level margins.

Automated Variance Alerts

Catch anomalies in real time and assign them to the right owner.

Forecasting & Scenario Planning

Model budgets, cash flow, and margins under different “what if” conditions.

Audit-Ready Reporting

Generate compliance-ready reports with evidence trails

Revenue Leakage Detection

Spot missing charges, denials, and underpayments before they snowball.

Cross-Team Visibility

Give finance, ops, and clinical leaders a single, trusted source of truth.

WHY KAELIO FOR FINANCE

Turn every financial decision into a growth driver with Kaelio

From variance detection to margin forecasting, Kaelio helps finance leaders protect revenue, cut costs, and strengthen compliance—without slowing down operations.

20%

Reduced Revenue Leakage

Catch missed charges, underpayments, and denials before they impact your bottom line.

Faster Month-End Close

Automate reconciliations and variance checks, freeing your team to focus on strategy.

100%

Audit-Ready Confidence

Generate compliance-ready reports with evidence trails—no last-minute scrambles.

HOW KAELIO HELPS

Real-time financial clarity

Track revenue, margins, and risks as they happen—not weeks later.

Live P&L by Service Line

Drill from enterprise view to department, site, and encounter level.

Automated Variance Alerts

Flag abnormal spend or revenue drops instantly with owner and action.

Forecasting & Scenario Planning

Run “what if” models to guide smarter budget and margin decisions.

Audit-Ready Reporting

Evidence trails and exports ready for auditors and compliance checks.

Revenue Leakage Detection

Spot missing charges, underpayments, and denials before they snowball.

Cross-Team Visibility

Give finance, operations, and clinical leaders the same trusted numbers.

Get Started

Book a Demo

Integrations

Integrate with your Favorite CRM tools

Kaelio connects seamlessly with leading EHRs, ERPs, CRMs, and cloud platforms — including Epic, Oracle Cerner, Workday, Salesforce, AWS, and Azure.

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CRIO

Facebook Ads

Calendly

Salesforce

Microsoft

Outlook

Advarra Clinical

Conductor

Hubspot

RealTime

Key Benefits

Why choose Kaelio?

Our platform is designed to ensure your organization adheres to critical compliance standards like HIPAA and SOC 2, while optimizing operational efficiency and patient outcomes.

HIPAA Compliance

Protect sensitive patient data with industry-standard security protocols and encryption.

SOC 2 Certification

Trust that your data is handled with the highest level of security, availability

Data Integrity & Security

Maintain the integrity of your data while adhering to all regulatory requirements

Testimonials

Trusted by Healthcare Leaders

With over 100+ healthcare organizations served, here’s what they have to say