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The Finance & Revenue core (FA) provides general accounting for Encore OS — the general ledger, accounts payable and receivable, chart of accounts, bank reconciliation, budgeting and forecasting, expense management, fixed assets, project accounting, tax reporting, and financial analytics.
FA vs PM: FA owns general accounting. The healthcare revenue cycle — claims, eligibility, and ERA — lives in Practice Management.

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How the books flow

Daily AP/AR and bank activity post to the general ledger, which drives period close, budgeting and forecasting, and tax reporting. Bank feeds arrive through Plaid for reconciliation.
Finance general ledger journal entries list

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Key surfaces

1099 reporting

Vendor tax workflow — 1099-NEC and 1099-MISC.

1099 forms

Form generation and filing.

API reference

Developer integration surface for finance data.

Module settings

Tenant configuration for the FA core.

Plaid setup

Bank-connection integration for reconciliation.

Security considerations

PHI/PII guardrails for financial data.

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Get oriented in FA

1

Configure the core

Set tenant options in module settings and connect banks via Plaid.
2

Run the books

Record AP/AR, journal entries, and reconciliations against the general ledger.
3

Report & close

Produce budgets, forecasts, and tax filings such as 1099 reporting.

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By role

Daily AP/AR, journal entries, and reconciliations. Connect banks in Plaid setup.

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Scope at a glance

  • General ledger & close — chart of accounts, journal entries, period close, intercompany.
  • AP / AR — bills, vendor management, customer invoices, collections.
  • Banking & cash — bank reconciliation, cash management, treasury, Plaid integration.
  • Budgeting & forecasting — budgets, rolling forecasts, scenarios.
  • Tax reporting — 1099-NEC, 1099-MISC, sales tax, jurisdiction reporting.
  • Fixed assets & projects — capital tracking, depreciation, project accounting.

VBP data pipeline

Value-based payment ties between clinical quality and finance.

Specs

Source specifications for the FA core.

Compliance tracking

Financial compliance crosswalk and evidence.