Platform / Reporting and QuickBooks
Revenue by treatment, package redemption velocity, lifetime value per patient, no-show recovery. Two-way QuickBooks sync keeps the books current without double entry.
Operating dashboard
+12% vs prior
+8% vs prior
+34% vs prior
-22% vs prior
Retention
QuickBooks sync
Sales · 4001
Sales · 4001
Financing income · 4020
Refund · 4901
Every report the clinic asks for
No more CSV exports. No more reconciling payouts against the scheduler by hand. No more emailing the bookkeeper a screenshot of the calendar.
Today, this week, this month, this quarter. Compared against the prior period.
Which services drive revenue and which carry margin. By provider and by location.
From sale to last redemption. Spot packages leaking before they expire.
Lifetime value per patient. Tag VIPs and segment them for recall campaigns.
Shift over time. See how much revenue the financing program is adding.
Live, two-way, reconciled. No double entry.
30 days free
Start a free trial and set up your clinic in a few minutes. No card needed. Prefer a walkthrough first? Book a 30-minute demo.
