Let’s be honest—most of us didn’t get into veterinary medicine because we love accounting. But running a clinic means keeping a close eye on your finances, and the difference between “doing okay” and “actually thriving” is knowing exactly where your money is coming from (and where it’s going).
That’s where Digitail’s financial reports come in. No more scrambling to balance the books at the end of the month or wondering why money feels short when your schedule is packed. These reports put the financial pulse of your clinic right in front of you, so you can make informed decisions—without drowning in spreadsheets.
Ever had an end-of-day closeout where the numbers don’t quite match? That heart-sinking moment when you realize there’s a missing payment somewhere? The Payments Report saves you from that headache.
It tracks every payment made to your clinic—who paid, how they paid, which team member processed it, and even card details (when available). If there’s a discrepancy, you’ll see it before it turns into a bigger problem.
And if you’ve ever been curious about which payment methods your clients prefer—cash, card, mobile pay—this report lays it all out. No more guesswork about whether it’s time to invest in contactless payments or rethink your transaction fees.
A packed schedule doesn’t always mean a healthy bottom line. The Sales Report gives you the full picture of every sale, whether it was part of a visit or a counter transaction. It breaks down totals, taxes, payments received, and balances still outstanding.
It’s also great for spotting trends. Are wellness plans making a difference in client spending? Are certain procedures consistently undercharged? Are unpaid balances creeping up? This report helps you track revenue patterns so you’re not just “busy”—you’re profitable.
When was the last time you checked which services are actually driving revenue? The Production Reports give you a deep dive into sales performance by provider or service.
Whether you’re a clinic owner evaluating salaries and commissions or an associate looking to track your own numbers, these reports give you real insight into performance. If you’re thinking about adjusting pricing, offering new services, or setting revenue goals, this is where you start.
If outstanding balances are growing, you need to know exactly where to follow up before it turns into a cash flow crisis. None of us want to spend our limited free time chasing overdue invoices but having clear information makes it easier to approach those conversations and set up solutions that work for both the clinic and the client.
Sometimes clients overpay. Sometimes they have a refund sitting on their account. The Credit Balance Report helps you keep track of those numbers so that client credits don’t get lost in the shuffle.
It’s one of those “small but mighty” tools that prevents those awkward “Wait, don’t I have a credit?” conversations at checkout.
No one got into veterinary medicine to spend their days analyzing financial reports but knowing your numbers means less stress, better decisions, and a healthier business.
With Digitail’s financial reporting tools, you don’t have to guess. You don’t have to cross your fingers and hope it all works out. You just log in, check the numbers, and know exactly where your clinic stands.
Ready to get a handle on your finances? Check out Digitail’s reports today.
Digitail is the all-in-one cloud platform that allows you to run your entire practice with one single tool. We are your trusted partner to enhance patient engagement, streamline your processes, and grow your practice.
