RichDoc SaaS

Clinic groups running multiple branches rarely lose to a lack of data — they lose to data that never agrees with itself. Revenue lives in CRM exports whose columns drift between branches, bookings sit in a separate system, and ad spend tells yet another story. RichDoc SaaS was built to collapse that fragmentation into a single operating view for a four-branch aesthetic clinic operation, where treatment-level revenue, channel attribution, and the booking-to-visit funnel finally reconcile against one another.

The hard part is not the charts; it is trust in the numbers behind them. Months of ledgers arrive in inconsistent CRM formats, so ingestion is idempotent — the same Google Drive file or sheet can be re-parsed and backfilled without double-counting, a discipline the Puppeteer-driven collection and parsing pipeline enforces end to end.

What makes it engineering-notable is treating messy operational reality as a reconciliation problem rather than a reporting one. A layer of SQL views powers branch-by-channel-by-treatment cross-analysis, surfaces no-show hotspots before they bleed margin, and feeds an automated week-over-week report — turning a regulated clinic's scattered spreadsheets into a measurable, self-correcting system of record.