Your production data and your profit live in two systems that never talk

Dental & DSO Financial Architecture

Most dental owners fly blind: clinical data is trapped in Open Dental, profit lives in QuickBooks, associate pay takes days to reconcile, and the insurance lag makes cash flow a guessing game. We connect the systems, automate the math, and build the metrics buyers demand - so you run on numbers, not instinct.

Get Practice Clarity What We Build
Single & multi-location DSO & PE exit-ready

Quick answer

How do you fix dental practice accounting across Open Dental and QuickBooks?

Most dental owners run blind because their data is split: clinical production sits in Open Dental (or Dentrix or Eaglesoft), profit lives in QuickBooks, associate compensation takes days to reconcile, and the insurance payment lag turns cash flow into guesswork. The fix is to connect those systems into one source of truth. We build an automated data pipeline that pulls production, collections, and provider data out of the practice-management software into clean financials — often through a data warehouse such as BigQuery — so you can see chair-level and provider-level profitability in close to real time. We automate associate-pay calculations, reconcile insurance receivables, and produce the KPI dashboards and normalized financials that DSO and private-equity buyers and lenders expect. Whether you run one location or several, you stop rebuilding the numbers by hand and start running the practice on metrics. We set up the architecture and keep the monthly close tight.

Four Things Every Dental Group Needs

Open Dental → BigQuery profitability

We extract provider-level production from Open Dental, pipe it into a warehouse like Google BigQuery with Python, and merge it with QuickBooks for real-time dashboards showing profit per location and per chair - not just volume.

Automated associate compensation

Production or collections based, net of lab fees and write-offs, with hygiene costs separated from doctor costs. We reconcile Open Dental against actual deposits and calculate exact payouts - no more multi-day month-end scramble.

13-week cash flow forecasting

PPO checks take 30 to 90 days; payroll, rent, lab, and supplies don't wait. We map collection timelines against liabilities with automated banking feeds so you never get surprised before payroll.

Exit-ready DSO metrics

We build to the numbers buyers demand - overhead roughly 55-65%, lab fees under ~8%, supplies under ~10% - with consistent multi-location data so your data room is bulletproof before due diligence.

The Suspense Account Reconciliation Nightmare

Production on the floor almost never matches the cash that clears the bank - and the cause is a chaotic web of payment technology that your practice management software can't reconcile on its own.

Too many payment channels

Insurance ERAs from Delta Dental or Guardian, card payments via Stripe, and patient financing through CareCredit or Sunbit each settle differently - and none of them match the patient ledger cleanly.

Cash lands in a suspense account

The ledger records the gross patient balance, but the bank receives a bulk CareCredit deposit minus hidden merchant fees. When it can't be matched, it gets dumped into an unallocated or suspense account - and the gap grows.

What it costs you: patients get accidentally double-billed, insurance claims expire because the front desk can't tell who actually paid, and month-end close drags on for weeks while someone hunts down unallocated cash.

Automated Ledger Reconciliation

Using the same data pipeline that powers your dashboards, we automate the match between the clinical ledger, the Stripe and CareCredit merchant payout reports, and the bank feeds. We clear the suspense accounts, allocate every payment to the right patient, and drop your month-end close from weeks to hours.

How We Engage

  • Connect Open Dental, QuickBooks, payroll, and banking into one reporting layer
  • Build production-vs-collections, provider, and per-chair profitability dashboards
  • Automate associate and hygiene compensation reconciliation each pay period
  • Run a rolling 13-week cash flow forecast and monthly close
  • Prepare exit-ready financials and a clean data room for DSO or PE buyers

We work with the systems dental groups already use, including Open Dental, Nextech, QuickBooks, ADP, and Gusto.

Dental Accounting FAQs

Why can't I see profit per location or chair?
Because clinical data sits in Open Dental and profit sits in QuickBooks, disconnected. We extract provider-level data from Open Dental, pipe it into a warehouse like BigQuery, and merge it with your financials to show real profitability per location and per chair.
Can you automate associate compensation?
Yes. Pay is usually a percentage of adjusted production or collections, net of lab fees and write-offs, with hygiene separated from doctor labor. We reconcile Open Dental production against actual deposits and calculate exact payouts automatically.
How do you handle the insurance lag?
PPO reimbursements take 30 to 90 days while fixed costs leave on schedule. We build a rolling 13-week cash flow forecast with automated banking feeds so you see liquidity dips before they threaten payroll.
What do DSO/PE buyers want to see?
Clean, consistent multi-location data and overhead tracked to norms - overhead roughly 55-65%, lab fees under ~8%, supplies under ~10%. We build the model and data room to those standards so you're exit-ready before due diligence.

Run Your Practice on Real Numbers

A call covers your systems and where the profit and cash are really going. No commitment.

[email protected] +1 (206) 209-8210