Full cash control and invoice without bureaucracy
Financial dashboard, cash flow, and transactions connected to scheduling and medical records. Issue NFS-e directly from the platform and get a clear view of your clinic's financial health.
Financial management built
for clinics
From reception payment to invoice issuance, the financial module eliminates parallel spreadsheets and centralizes everything in the Octor ecosystem.
Financial Dashboard
Overview with charts and metrics: revenue, expenses, balance, and trends. Make decisions with real-time updated data.
Cash Flow
Record income and expenses, categorize transactions, and track daily balance with clarity and control.
Payment in Scheduling
Link payments to appointments. Visual tags like "Payment Confirmed" or "Pending" appear directly on the calendar.
NFS-e Issuance
Issue electronic service invoices via Focus NFe integration. Tax registration, A1 certificate, and issuance without leaving the platform.
Activity Log
Complete history of actions in the financial module for internal audit and change traceability.
Multi-clinic
Tenant isolation: each practice sees only its financial data, with security and LGPD compliance.
From consultation to
automatic payment
Financial does not live in isolation. It natively connects with Scheduling and Medical Records so every appointment generates the correct cash register entry.
Scheduling + Cash
When confirming an appointment, record payment in the same flow. Reception and finance work with the same information.
Billing by service
Procedures registered in scheduling feed values and categories into cash flow, reducing manual entries.
Integrated NFS-e
via Focus NFe
When enabled by the practice, the module syncs tax data and issues NFS-e with encrypted digital certificate and per-clinic isolation.
Simplified tax registration
Configure CNPJ, municipal registration, and provider data once. The platform handles synchronization with the Focus NFe API.
Secure A1 certificate
Digital certificate stored with per-tenant encryption. Issuance via HTTPS directly to api.focusnfe.com.br.
Tax compliance
Invoices and tax metadata retained per legal tax period. The practice remains the controller of tax data.
Scheduled, attended, invoiced
CRM, Scheduling, Medical Records, and Financial share the same patient and service base. Less rework, more control.
Financial data protected
Per-clinic isolation, certificate encryption, HTTPS on all integrations, and LGPD compliance as data processor.
