Fractional CFO for pediatric dental practices

See the real health of your pediatric practice

One dashboard for collections, production, insurance profitability, overhead, AR aging, and reappointment rate. Built for the unit economics of pediatric dentistry — not generic small-business accounting.

DentBooks Practice Health dashboard — Overview tab showing revenue, take-home, top issues, and top spend on mobile.
Financial dashboard

Your financial dashboard built for pediatric practices

Track every dollar your practice earns, spends, and writes off. Categorized automatically, updated daily. Built around how pediatric 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
DentBooks P&L tab — revenue, direct costs, gross profit, overhead, doctor pay, and net income for the current fiscal period.
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
Track what matters
DentBooks Practice Health tab — AR aging buckets and monthly new patient growth.
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
DentBooks Practice Health tab — carrier net production, gross-vs-net split, and net per hygienist.
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
DentBooks Top Issues tile — plain-language insights flagging spend deltas, AR rises, and reappointment-rate drops.
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.

Find what you're losing

Ready to find out what you're losing?

Most pediatric practices don't know how their PPO write-offs, recall conversion, and staff payroll ratios compare to the rest of the industry. We do — and we'll show you on a 30-minute walkthrough with real numbers from your own practice.

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.