Open Dental Insight
Financial Clarity for a Better Dental Practice
Busy Schedule. Full Chairs. Great!
Is every dollar earned received? Is your office profitable? Do you know why?
Is your office leaking revenue vs. your bank deposits?
Most practices never reconcile every payment source — and silently lose thousands.
- Cash collected but never deposited
- Paper checks sitting uncashed for weeks
- Credit card batches never matched to statements
- Cherry, CareCredit & Zelis payouts unreconciled
Is your office actually profitable — or just busy?
Production numbers look great. The bank balance tells another story.
- No reliable, up-to-date monthly P&L
- Accountant reports arrive months too late
- Income & expense categories messy or missing
- Decisions made on gut feel, not numbers
Do you know which part of your business needs improvement?
HR, Lab, Supply, Marketing — which one is quietly eating your margin?
- HR: overtime & overstaffing hidden in aggregates
- Lab: which cases, providers & labs cost the most
- Supply: vendor prices drifting without review
- Marketing: spending without clear ROI
Can you see every dollar of income & expense, categorized correctly?
Bookkeeping that's weeks old can't drive today's decisions.
- Manual categorization takes hours every month
- Same expense classified three different ways
- No clean breakdown by category or vendor
- Surprises at tax time — every time
Can you spot cost drift before it hits your bottom line?
Without a trailing 12-month view, small leaks become permanent losses.
- No trend view to catch creeping costs
- Seasonality confused with real problems
- Revenue shifts noticed only after a bad quarter
- No benchmark for month-over-month performance
Do you have a real plan — or are you flying blind?
Numbers without strategy are just noise. You deserve a roadmap.
- No executive-level summary of the business
- No one translating numbers into decisions
- Growth goals feel aspirational, not operational
- No clear next-step strategy or focus area
Open Dental Insight
info@opendentalinsight.com
(530) 505-1785
Reconcile every dollar. Understand every expense.
Decide with data.
A financial operations suite built for dental practices —
revenue reconciliation, automated classification, live P&L, and an executive roadmap.
1
Revenue-to-Deposit Reconciliation
Match every payment — Cash, Paper Check, Credit Card, Cherry, CareCredit, Zelis & more — against bank deposits automatically. Catch leaks before they cost you.
2
Automated Income & Expense Classification
Machine-learning engine auto-categorizes every transaction. One-click review and override. The model learns from your corrections and gets smarter every day.
3
Live P&L Analysis
Easy-to-use charts and tables anyone on your team can read. Drill from category down to individual transactions in seconds.
4
Trailing 12-Month Breakdown
Income and expense trends at your fingertips. Spot cost drift, seasonality, and revenue shifts before they hurt your bottom line.
5
Executive Business Report
Plain-English summary of progress, problems, and recommended solutions — delivered monthly. No more guessing where you stand.
6
Next-Phase Growth Strategy
Focus areas, quantitative goals, and a concrete roadmap. Your growth plan becomes operational — not aspirational.
EVERY PAYMENT SOURCE · EVERY EXPENSE CATEGORY · ONE SOURCE OF TRUTH
We reconcile and classify across all the channels your practice already uses:
Cash
Paper Check
Credit Card
Cherry
CareCredit
Zelis
Insurance EOB
Bank Feed
QuickBooks
Consultation
Free
No obligation.
Let's learn your pain points
and show you how we can help.
Financial Wellness Report
$500
We reconcile & analyze your data.
Refunded if you do not like it.
Credit toward future service if you choose us.
Deployment & Support
Customized
Tailored to your needs & budget.
We guide you until your team is ready.
Ongoing support on demand.