Fractional CFO for dental practices

See the real health of your dental practice

One dashboard for collections, production, insurance profitability, overhead, AR aging, and reappointment rate. Know exactly where your practice stands — without spreadsheets.

Try the live demo →

Practice Health dashboard preview — screenshot coming soon
Financial dashboard

Your financial dashboard built for dental practices

Track every dollar your practice earns, spends, and writes off. Categorized automatically, updated daily. Built around how dental practices actually run — not generic small-business accounting.

  • Collections + production, side by side
  • Overhead split into the categories that matter (payroll, lab fees, supplies, marketing)
  • AR aging with projected collectible math baked in
  • Doctor pay + take-home calculator for owner-operators
See your numbers
Financial dashboard screenshot
Operational signals

Practice Health Score that means something

Financial reports tell you what already happened. Practice Health tells you what's about to. We surface the operational signals that drive your next month's revenue.

  • Reappointment rate — the patients you haven't rescheduled yet
  • Hygiene performance per provider
  • New patient growth tracked monthly
  • Lost-patient worklist for Tuesday morning front-desk outreach
Track what matters
Practice Health screenshot
Insurance profitability

Insurance profitability, decoded

Which carriers actually pay you? Which ones bury you in write-offs? Compare carriers side by side and see where each payer dollar lands.

  • Net production by carrier
  • Write-off rates that surface your bottom carriers
  • Payer mix split (Commercial / Medicaid / Self-Pay)
  • Per-carrier patient counts + net per patient
See your carriers
Carrier profitability screenshot
Insights

Your CFO in the dashboard

DentBooks watches your numbers and surfaces what changed. Spend trends, doctor comp ratios, marketing efficiency, vendor concentration — flagged before they become problems.

  • Take-home margin tracking for owner-operators
  • AR aging projections by collectible window
  • Vendor + carrier concentration warnings
  • Plain-language alerts — no MBA jargon
Get the alerts
Insights tile screenshot

“Quote pending — Hanna to provide.”

Spotted a 16.6pp drop in April reappointment rate that we acted on immediately
Photo
pending
Hanna Park, DDS
Hanna Park Dental · Houston, TX
How it works

Three steps to clarity

Connect your data sources once. We do the categorization, aggregation, and analysis. You see the dashboard.

1

Connect your bank

Plaid handles the bank connection — the same way Mint and Robinhood do. Takes about 2 minutes. Read-only access.

2

Connect Open Dental

Optional but recommended. Practice Health tab activates with reappointment rate, hygiene performance, and carrier profitability. About 10 minutes to set up.

3

See your dashboard

Refreshes daily. Mobile-first — check between patients. Drill into any tile for the underlying transactions.

Pricing

Plans for every practice size

Solo practitioner to multi-doctor group. All plans include daily syncs, Practice Health, and full historical data.

Starter
$250/mo
Per practice, billed monthly

Solo practitioner, 1 location, financial dashboard core.

See details
Concierge
$1,499/mo
Per practice, billed monthly

Multi-location groups + monthly review call with founder.

See details

Ready to see your numbers clearly?

Built with first beta practices. Request early access — we'll get you set up and walk you through the first sync personally.