One operating memory
Join appointment activity, practitioner compensation, and expense settings so the assistant answers from the same model every week.
AI-first assistant for small clinics
Ask your clinic what needs attention before Monday.
ClinicBuddy.AI is an AI-native operating assistant for clinics running on Cliniko and finance exports. It reads the numbers, explains what changed, and keeps the owner dashboard ready for weekly decisions.
AI owner briefing
Harbour Physio pulse
Revenue, practitioner utilization, and missed capacity translated into the decisions that need attention.
Revenue
$182k
+12% MoM
Utilization
84%
On target
No-shows
2.1%
-0.4 pts
Open slots
18
This week
Ask
What should I look at before payroll?
Answer
Two unused afternoon slots, one high-value cancellation, and one margin-heavy practitioner schedule need review.
Assistant follow-up
Next questions
- Which open slots are most valuable to fill first?
- Is practitioner margin improving or only revenue?
- What changed versus the same week last month?
AI-native workspace
A clinic analyst that starts with your operating data.
ClinicBuddy combines the dashboard, the explanations, and the follow-up questions in one assistant-led workspace, so owners can move from metric review to action without spreadsheet archaeology.
Ask, then drill down
Ask why a metric moved, who contributed to it, and what to check next without building a report first.
Action-first summaries
See where to fill capacity, when to review costs, and which practitioner mix needs attention before the week gets away.
Setup
Designed for owners without a BI team or prompt engineering habit.
A guided setup gives the AI assistant clean clinic context, then turns it into reliable dashboard views and plain-language answers.
1
Profile
Confirm clinic name, currency, and the operating years you want to analyse.
2
Map
Load Cliniko team data, add compensation, and import or enter yearly operating expenses.
3
Ask
Review KPIs, charts, and AI answers as part of your weekly clinic rhythm.
For owner-operators
Built for decisions between patients, payroll, and rent.
The assistant favours useful signals over vanity metrics, so you can ask sharper questions and move from review to action faster.
- Ask what drove revenue changes without exporting and reconciling spreadsheets.
- Spot underused capacity before it becomes a monthly surprise.
- Keep practitioner and expense assumptions transparent for AI-backed answers.
Sample assistant note
Friday review
Revenue is up 9% from repeat visits. Utilization is flat because two rooms sat open. Margin improves if expenses stay inside the current plan.