77% see positive profit increases
19% faster invoice creation
8% average margin improvement
Why it matters
The cash flow struggle
Manual invoicing takes forever and creates bottlenecks
Billing errors eat into already tight margins
Complex funding arrangements create administrative nightmares
Chasing payments and struggling to make payroll on time
No visibility into which services are actually profitable
The smarter solution
Automate billing processes and reduce manual errors
Complete visibility into your financial health and cash flow
Streamlined workflows that connect care delivery to payments
Real-time insights that highlight profitable opportunities
What it does for you
Get paid faster
Cut down the time between service delivery and payment with automated, accurate invoicing.
Key features:
Completed visits generate accurate invoices based on care delivered
Invoice creation is quick and accurate within hours of billing period
Send invoices directly to payers by email for faster processing
Bulk invoice actions for stress-free month-end processing
Simplify complex billing
Handle even the most complicated funding arrangements with ease and accuracy.
Key features:
Manage multiple funders for a single client, splitting invoices seamlessly
Apply different rates (single, banded, fixed, service type, travel, holiday) and add recurring charges automatically
Pre-built reports give clear overview of all payers, contract names, and service types
Reduce payroll headaches
Generate accurate payroll data quickly while ensuring compliance and reducing errors.
Key features:
Generate gross pay data for import into your payroll tools
Identify carers at risk of falling below National Living Wage, and record necessary top-ups automatically
Complete overview of gross pay balances for each pay run, including the split between working time, travel time and mileage
Holiday pay accruals for accurate carer payments
Improve your profit margins
See exactly where your business is making money with detailed financial analytics.
Key features:
Profit and Loss analytics provide critical visibility into business health
Track invoiced amounts and delivered hours for any period
Get a clear view of all payers, contracts and service types
Key finance features:
Key capabilities:
Billing and Invoicing:
Single and bulk invoice actions
For stress-free month-end processing
Email invoices to payers
Direct system integration for faster payment
Split invoices for multiple funders
Accurate billing for complex funding arrangements
Flexible pay and invoice rates
Single, banded, fixed, service type, travel, and holiday rates
Invoice and payroll exports
Export data to the payroll and accounting system of your choice
Visit fees tracking
Additional costs like long-distance travel
Invoice templates
Pre-set configurations for consistent billing
Payment management:
Ad-hoc expenses and deductions
Record shopping, mileage, credit notes, and pay advances
Visit confirmation
Easy reconciliation process for accurate billing
Payer profiles
Active records of all payers and contracts
Funding and contracts setup
Accurate client contract records and management
Payroll and compliance:
National Minimum Wage
Top-up identification and recording
Holiday pay accruals
For accurate carer payments
See everything,
miss nothing
Analytics that drive better business decisions:
Financial health:
Pay Summary
Complete overview of gross pay balances for each pay run
Revenue Summary
Breaks down amounts invoiced and hours delivered for any period
Funding Sources
Clear view of all payers, contracts, service types and maximum hours
Profit and Loss
Shows estimated gross margin per client after payroll and invoicing
Operational efficiency:
Xero Invoicing Template
Download, adjust and export invoices directly to Xero
Mileage Reports
Track time spent travelling and distance covered per staff member
Holiday Pay Accruals
Helps accurately pay carers for accrued holiday time
ECM Reports
Provide visit logs formatted for electronic call monitoring requirements
Proof it works
77%
of agencies using Birdie Finance see positive increases in their profit margins after one year with Birdie.
45%
of time saved in finance processes by using Birdie
43%
increase in the percent of payruns created within 5 days of the end of the payrun period after one year.
Additional supporting stats:
19% faster invoice creation within 5 days of billing period
Invoicing time cut from full day to morning task
Reduced billing errors and faster payment collection
Ready to transform your finances?
Work smarter, not just harder with financial clarity that drives growth.
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99.9% uptime
99.9% uptime
99.9% uptime
99.9% uptime