Accounting that grows with your practice.

Automatic GL posting. Services, payments, insurance write-offs and refunds post themselves. No double entry, no month-end catch-up.

Patient and insurance AR, tracked separately. See what patients owe and what insurers owe, each aged correctly. Insurance ages from the claim submission date.

GAAP-correct deposits. Deposits for prosthetics, orthodontics or large cases are held as a liability until the work is done, applied at invoicing with one click, and unused amounts are refunded properly.

Family accounts done right. Each family member has their own sub-ledger, while the guarantor still sees one consolidated family balance — just like the PMS your team knows.

Financial statements on demand. Income statement, balance sheet and trial balance, always up to date.

Safeguards built in. Warnings before closing an account with money outstanding, confirmed reopening, and balance checks that keep the books in line.

Every transaction carries its office. Every GL line is tagged with its office automatically.

Per-office financial statements. Filter the income statement, balance sheet and trial balance by office to compare locations side by side.

One set of books, full visibility. Keep a single corporation while seeing exactly how each office performs.

Fee guides per office. Import provincial, social-services and specialist fee guides each year, adjust per office, and let each patient ledger use the right schedule.

A multi-company structure. Set up your management company and each clinic's professional corporation, and assign each office to its company.

Office changes by date. When a clinic incorporates or changes hands, reassign it from a set date; history stays with the original company.

Company and office filters. Move from organization-wide statements to the company or office view you need.

Insurance AR for the whole organization. Claims, EOB-based payment posting, bulk remittance posting, a follow-up worklist and a DSO insurance AR report by office.

Role-based access. Keep insurance posting and financial functions with head office or selected staff.