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Financial Planning Meets Real-Time Ops
No more end-of-month wait. Build better forecasts with live performance data.
Real-Time Financial Intelligence
Get the live data you need to provide better financial planning advice for dental practices.
Real-Time Collections Data
No more waiting for end-of-month reports. Get live collections and expense data for accurate forecasting.
Profit Margin Monitoring
Track profitability trends and identify opportunities for financial optimization in real-time.
Custom Reporting
Generate financial reports tailored for partner networks and advisory relationships.
Expense Tracking
Monitor practice expenses and identify cost-saving opportunities through detailed analytics.
Revenue Forecasting
Build more accurate financial forecasts with historical performance and trend data.
Partner Integration
Seamless integration with accounting systems and partner networks for comprehensive planning.
Better Planning with Live Data
Help your dental practice clients make smarter financial decisions with real-time performance insights.
Live financial dashboard access
Integration with QuickBooks and other accounting systems
Partner network reporting capabilities