The financial OS for specialty practices
The financial side of your practice, connected.
Cards, bills, banking and the books on one ledger, with every dollar tagged by location and provider as it happens. Then revenue, patient payments and the front desk on the same foundation.
Pre-launch. First for dermatology and dental groups; early practices help shape what ships next.
| Merchant | Card | Location | Amount | Status |
|---|---|---|---|---|
| Meridian Medical Supply | Clinic supplies · 4412 | Midtown | $1,284.50 | Within policy |
| Alder Dermatopathology | Lab · 0931 | Riverside | $642.00 | Receipt attached |
| Northgate Parking | Dr. Chen · 7720 | Midtown | $18.00 | Memo needed |
| Cloudline EHR | Software · 2201 | All | $2,150.00 | Recurring |
| Prairie Linen Service | Facilities · 5518 | Oak Park | $390.25 | Within policy |
One practice view
See your practice's financial picture together.
Money in from payers and patients. Money out to vendors, cards and payroll. The accounting that connects both sides. Treso holds all three on one ledger, so a question like “what did Riverside earn on cosmetics last month?” is a filter, not a project.
Money in
- Insurance deposits and 835 remittances
- Patient payments, plans and memberships
- Booking deposits and estimates
- Working capital when you choose it
Your practice
One double-entry ledger. Every line carries entity, location and provider. Posted journals are never edited.
Money out
- Cards per location and provider
- Distributor, lab and rent bills
- Payroll funded from the operating account
- Supplies at par levels
Accounting that connects both sides
Synced to QuickBooks Online, Xero or NetSuite with your mapping. A close checklist, journal entries with approval, statements that drill to the line, and a console for your CPA.
Three pillars
Spend. Revenue. Patient money.
Ramp proved the model for the spend side. Healthcare needs the other two as well, and nobody holds all three.
Spend
Cards, expenses, bill pay, an operating account and the books: the daily finance tool for a practice administrator, free and funded by interchange.
Learn moreRevenue
Deposits reconciled to remittances and your PM, AR by payer and location, underpayments as a worklist, a P&L you can trust by the 6th.
Learn morePatient money
Text-to-pay, plans, memberships and financing, with a front desk that collects a deposit at booking, all settling into the same account.
Learn moreWhat connects to what
Beside your EHR, not instead of it.
Treso owns the money layer and reads the systems you already run. Connections ship with the specialties they serve, through sync partners first and native integrations as they are certified.
- ModMed
- Nextech
- Dentrix
- Eaglesoft
- Open Dental
- Curve
- Availity
- Waystar
- Stedi
- QuickBooks Online
- Xero
- NetSuite
- Sage Intacct
- Gusto
- ADP
- Paychex
- Partner banks
- Issuer processor
- Card networks
- Partner lenders
Names are the systems Treso is built for; availability of each connection depends on the specialty launch and partner certification.
Roadmap, honestly
What's live first, and what's next.
Treso launches with cards, expenses, bill pay, banking and the books. The rest is built and running against sandbox partners, and ships phase by phase as integrations are certified. The demo shows all of it.
- Cards & expensesCards per location and provider, receipts matched as they arrive, policies that fit a practice.
- Bill pay & vendorsAP inbox with OCR, approval chains, payment runs and vendor records with W-9s on file.
- Operating accountAn operating account where deposits land, cards and bills are funded, and every movement is on the ledger.
- Accounting & closeQuickBooks, Xero and NetSuite sync, a close checklist, journal entries with approval and a CPA console.
- Security & HIPAAPosture score, access reviews, BAA e-sign, consents, data requests and a PHI access log.
- Revenue reconciliationDeposits, 835 remittances and your PM ledger, matched. AR by payer, underpayments as work.
- P&L & insightsP&L by location, provider and procedure; budgets, KPIs, provider comp and a cash forecast.
- Patient paymentsText-to-pay, card on file, payment plans, memberships and financing, posted back automatically.
- Working capitalWorking capital, term and equipment financing underwritten on what the practice actually collects.
- Payroll fundingImport runs from your payroll provider, fund them from the practice account, book labor by location.
- Front deskBooking with deposits and estimates, reminders, waitlist backfill, intake, and an AI receptionist.
- Grow (marketing)Closed-loop ROI from lead to collected revenue, reactivation, reviews and referring physicians.
- AgentsClose, reconciliation, collections, policy, procurement and support agents that propose; people approve.
Why Treso
Built at the intersection of financial infrastructure and practice operations.
We have run finance platforms where a journal that doesn't balance is a bug, and we have sat at the front desk where a patient's balance is a conversation. Treso is what happens when those two rooms share a ledger.
The ledger is the product
Every movement of money posts a balanced journal with location and provider on it. Dashboards are views of the ledger, never a second copy.
Patient data stays in its lane
Identity in an encrypted vault, referenced by token. Nothing protected in logs, texts, URLs or model prompts.
People approve; software proposes
Approval limits by role and location apply to agents the same way they apply to a new hire.
Beside the EHR
Treso reads your practice management system and never edits it. Your clinical system of record stays yours.
Pre-launch
Join the practices shaping Treso before launch.
Early practices get a hand with setup, direct access to the team, and a say in which connections ship first. Tell us what the financial side of your practice looks like today.
- Dermatology and dental first; other specialties on the list
- CPAs and MSO platforms welcome as design partners
- No patient information needed, ever
Pre-launch
Join the practices shaping Treso before launch.
Tell us what the financial side of your practice looks like today. Early practices get a hand with setup, and a say in what ships next.