Financial management software

Healthcare Finance Software for UK Care Providers

Built for the unique financial demands of UK private healthcare, Access Financials helps care providers consolidate finances, automate billing, and meet strict regulatory standards, all while improving care delivery.

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Trusted by Health and Social Care providers in the UK

Today's UK Healthcare Financial Reality

Private care providers face unique financial pressure that generic accounting systems can’t solve.

Staffing costs have surged with the latest National Living Wage increase, while insurance billing and self-pay revenue streams demand precision to protect margins. Add rising compliance demands from CQC and Making Tax Digital, and finance leaders are spending more time firefighting than driving growth.

For Finance leaders in healthcare, spreadsheets and basic accounting packages have become barriers to effective financial management rather than enablers of success.

Why Healthcare Finance is Different

Managing private care finance means you're juggling multiple entities, diverse revenue streams, and strict regulatory requirements while every penny saved could mean better patient care.

What makes your finance function unique:

Multi-Entity Operations - Consolidate finances across care homes, departments, or service lines while maintaining individual P&L visibility
Complex Revenue Mix - NHS contracts, local authority funding, private payers, insurance, and means-tested contributions all with different billing requirements
Regulatory Maze - SORP compliance, CQC financial viability, NHS submissions, VAT partial exemptions, Making Tax Digital - all with strict deadlines
Cost Management Pressures - Track agency staff, medical supplies, capital projects, and operational costs by location, department, or even individual patient
Generic accounting software wasn't built for this complexity. You need a solution that understands private healthcare finance from the ground up.

Compliance Confidence

Pre-configured templates for NHS returns, CQC submissions, and SORP (FRS 102) reporting
One-click SOFA generation and automated Charity Commission return mapping
Built-in Gift Aid automation and VAT partial exemption handling
Full audit trails and approval workflows to support clean audit opinions
Making Tax Digital (MTD) compliant with digital tax submission tools

Why it matters: With increasing scrutiny from regulators and funders, having a system that ensures compliance by design reduces risk and saves weeks of manual prep.

Strategic Visibility

Real-time dashboards with drill-down to transaction level
Multi-entity consolidation with individual P&L visibility
Flexible reporting by location, department, cost centre, or patient
Two-way Excel integration for advanced analysis and board reporting
Predictive cash flow forecasting and AI-powered variance alerts via Access Evo

Why it matters: With live data at your fingertips, you can respond to funding changes, cost pressures, and operational challenges in real time, not weeks later.

Operational Efficiency

40% faster month-end close through automated bank reconciliation and batch processing
Automated billing across NHS contracts, local authorities, and private payers
Real-time budget checks and commitment tracking to prevent overspend
Streamlined expense claims, invoice approvals, and purchase order workflows
Seamless integration with payroll, HR, and care management systems

Why it matters: In a sector where every pound counts, automation helps you do more with less, without compromising on accuracy or control.

Connected Systems

Integration with Access PaySuite, Expense Management, and HR systems
Flexible API connectivity for third-party system integration
Multi-dimensional cost tracking by location, cost centre, project, and department
Automated data flows eliminate duplicate entry and manual reconciliation

Why it matters: With data flowing automatically between systems, you reduce time spent on manual entry and the risk of errors.

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Reduction in Month-End Close Time

Automated consolidation and pre-built reports mean finance teams close their books in days, not weeks.

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Average Efficiency Savings Achieved

Detailed cost visibility and real-time monitoring help identify savings opportunities to meet challenging efficiency targets.

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Audit Compliance

Comprehensive audit trails and automated controls ensure clean audit opinions and regulatory compliance.

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Increase in Productivity

Automation of routine tasks frees your finance team to focus on strategic analysis and business partnering.

Project Accounting for Capital Investments

Track capital projects including building refurbishments, facility expansions, and infrastructure upgrades
IT system implementation financial management for EHR rollouts, digital transformation, and technology investments
Real-time project dashboards showing budget vs actuals, committed costs, work in progress, and forecast-to-complete
Multi-phase project tracking for complex capital programmes with staged funding and approval workflows
Project-level reporting by business unit, client, cost code, or funding source for complete visibility
Automatic fixed asset creation upon project completion for seamless depreciation tracking

NHS Trusts & Foundation Trusts

Service line reporting and patient-level costing
NHS contract monitoring and reconciliation
Capital project tracking and business case analysis
Integration with NHS systems including ESR

Mental Health & Community Services

Cost per care pathway analysis
Block contract management and activity reconciliation
Multi-disciplinary team cost allocation
Outcomes-based commissioning support

Care Home Groups & Providers

Multi-site consolidation with individual home P&Ls
Resident billing and means-testing calculations
Occupancy and revenue per available bed analysis
CQC compliance reporting and KPI tracking

Primary Care Networks & GP Federations

Practice-level financial management
QOF and enhanced service income tracking
PCN shared cost allocation
Integration with clinical systems

Integration with Care Management Systems & Funder Billing

Third-party system integration via flexible APIs to connect care management platforms with financial records
Automated data flows from operational systems to eliminate manual invoice creation and data re-entry
Multi-dimensional tracking by cost centre, location, project, and funding source for complex care environments
Custom reporting for funder requirements across NHS, local authority, and private payer contracts
Complete audit trails for all transactions maintaining CQC financial governance requirements
Integration with Access ecosystem including PaySuite for payroll and Expense for workforce costs

Healthcare Finance Transformation with Access Financials

Rapid Implementation

Our private healthcare specialists understand your sector's unique requirements. Implementation typically takes 8-12 weeks, with minimal disruption to operations.

Data Migration Excellence

Seamless transfer from Sage, QuickBooks, Exchequer, or legacy NHS systems. We preserve your historical data and reporting structures.

Ongoing Healthcare Expertise

We have a dedicated UK-based support team with healthcare finance experience. Regular updates ensure compliance with changing regulations and reporting requirements.

Continuous Innovation

As part of the Access Group, you will benefit from continuous investment in healthcare-specific features.

Healthcare-Grade Security You Can Trust

ISO 27001 certified data centres
NHS Data Security and Protection Toolkit aligned
GDPR and UK data protection compliance
Role-based access controls with full audit trails
99.99% uptime SLA with 24/7 UK support
Regular penetration testing and security audits

See Access Financials in action

Get a personalised demo tailored to your healthcare organisation's specific needs.

Book a demo

Our finance software is powerful when used alone and even stronger when used with our care management and HR software.

From the planning and commissioning through to delivery and monitoring of care services, our care management software offers a truly joined-up approach to quality care.

Access Workspace brings together your Access software, data and people, in one place. Giving your people a single login and giving your organisation a single source of data and insights to help you make the best decisions.

See complete Health and Social Care suite

Integrated solutions

Care and Clinical

Care Compliance

Care Foundations

Care Planning

Policies & Procedures

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Frequently asked questions

How does Access Financials help private care providers achieve efficiency savings?

Access Financials provides real-time visibility into cost drivers through multi-dimensional ledgers and automated budget checks. The software reduces administrative burden through automated invoice processing, bank reconciliation, and financial workflows. Care providers typically save significant time on month-end reporting and billing administration through automation and integration features.

Can the software handle complex care home billing scenarios?

Yes, Access Financials manages multiple funding sources including NHS contracts, local authority payments, and self-funders. The sales ledger handles complex invoice generation, credit notes, payment allocation, and Direct Debit processing. Automated workflows streamline the billing process while maintaining full audit trails for regulatory compliance.

How quickly can we implement Access Financials in a private healthcare setting?

Implementation timelinesThe implementation timeline depends on your organisation's complexity and specific needs. vary based on your organisation’s size and complexity, with Single-site care home taking between 8 and 12 weeks. This includes data migration, configuration, training, and parallel running.

Our UK-based healthcare implementation team ensures minimal disruption and full compliance from day one.

Does Access Financials integrate with care management systems?

Yes, Access Financials integrates with Access Care Management solutions and other Access products through the Access Evo platform. The modular design allows you to build a bespoke system tailored to your needs, with capabilities to integrate with third-party systems as required.

What reporting capabilities are available for healthcare organisations?

Access Financials includes hundreds of ready-made standard reports with the ability to create custom reports. Real-time dashboards provide instant visibility of financial performance with drill-down capabilities to transaction level. The software includes secure two-way Excel integration for advanced analysis and reporting.

How does Access Evo enhance private healthcare financial management?

Access Evo brings AI-powered automation to healthcare finance within a secure, closed environment. The AI Copilot provides intelligent insights and suggestions, while your personalised feed aggregates tasks across all Access products. Your data remains within the secure Access infrastructure, ensuring complete confidentiality and GDPR compliance.

Does the software support multi-site or multi-entity organisations?

Absolutely. Access Financials is ideal for care groups, federations, and NHS trusts with complex structures:

Consolidate finances across multiple homes, departments, or service lines
Maintain individual P&L visibility while reporting at group level
Automate intercompany transactions and eliminate spreadsheet consolidation

How does Access Financials support CQC and NHS compliance?

Access Financials includes built-in tools to help you meet key regulatory requirements:

CQC financial viability: Demonstrate sustainability with real-time dashboards, audit trails, and budget tracking
NHS reporting: Pre-configured templates for block contracts, activity reconciliation, and quality accounts
SORP (FRS 102): Automated SOFA generation and fund tracking
Making Tax Digital (MTD): Digital VAT submissions via Access Digital Tax
All data is stored in UK-based, ISO 27001-certified data centres.