Product
One platform. Three apps. Thirteen modules on one ledger.
A Practice app with role-based screens, a Patient app with no passwords, and an Ops console for Treso's own team. Modules turn on by phase; nothing migrates, nothing is re-entered.
The platform
What every module shares
One ledger
Double-entry, integer cents, entity, location and provider on every line. Posted journals are immutable; corrections are reversals.
The practice graph
Patients (as tokens), appointments, providers, locations, entities, payers, vendors, SKUs and transactions, synced with your EHR/PM, clearinghouse, GL and payroll.
Roles with limits
Owner, location manager, front desk, billing, provider, controller, CPA. Permissions carry a location scope and an approval limit.
Security as a foundation
MFA policy, idle timeout, IP allowlists, audit chain, PHI vault, BAA, access reviews and a public trust center.
Agents on the same rules
Seven agents propose actions within your approval limits and leave a PHI-free trace. Kill switch per agent.
Three apps, one shell
Practice, Patient and Ops apps share tokens, components and the ⌘K command palette. Every list searches, filters, sorts, pages and exports.
Launch
Live first
The daily finance tool for the practice administrator: cards, bills, the account they're funded from, the books they land in, and the controls around all of it.
Treso Spend
Cards per location and provider, receipts matched as they arrive, policies that fit a practice.
- Cards for every location, provider and purpose
- Receipts and coding without the chase
- Approvals the way the practice decides
Treso Bills
AP inbox with OCR, approval chains, payment runs and vendor records with W-9s on file.
- One inbox for every bill
- Approval rules that read like your policy
- Payment runs that respect cash
Treso Banking
An operating account where deposits land, cards and bills are funded, and every movement is on the ledger.
- Accounts per entity, one view across the group
- A bank feed that already knows your books
- Transfers, payees and sweep rules
Treso Accounting
QuickBooks, Xero and NetSuite sync, a close checklist, journal entries with approval and a CPA console.
- Sync to the GL you already have
- A close checklist that remembers
- Journal entries with guardrails
Treso Compliance
Posture score, access reviews, BAA e-sign, consents, data requests and a PHI access log.
- Security settings with a preview of who's affected
- Access reviews and agreements
- Consents, data requests and the PHI log
After the PM connection
Coming next
The other side of the ledger: deposits reconciled to remittances, a live P&L, patient payments, working capital and payroll, once your practice management system is connected.
Treso Revenue
Deposits, 835 remittances and your PM ledger, matched. AR by payer, underpayments as work.
- Matching that explains itself
- Underpayments, denials and silence as a worklist
- Payers and contracts with versions
Treso Insights
P&L by location, provider and procedure; budgets, KPIs, provider comp and a cash forecast.
- Statements by any dimension, down to the journal
- Budgets, KPIs and dashboards
- Provider compensation without the spreadsheet
Treso Pay
Text-to-pay, card on file, payment plans, memberships and financing, posted back automatically.
- A patient app with no password
- Statements, text-to-pay and gentle follow-up
- Plans, memberships and financing
Treso Capital
Working capital, term and equipment financing underwritten on what the practice actually collects.
- Offers from live collections
- Four products, one application
- Servicing you can see
Treso Payroll
Import runs from your payroll provider, fund them from the practice account, book labor by location.
- Import, compare, approve
- Funded when cash allows
- Labor analytics and provider true-ups
With the front office
Later
The front office on top of the money layer, and the agents that run the back office.
Treso Front Desk
Booking with deposits and estimates, reminders, waitlist backfill, intake, and an AI receptionist.
- Booking with money attached
- Reminders, recall and a waitlist that works
- Intake, insurance and eligibility
Treso Grow
Closed-loop ROI from lead to collected revenue, reactivation, reviews and referring physicians.
- ROI you can tie to the ledger
- Campaigns, booking links and call tracking
- Reactivation and reviews
Treso Agents
Close, reconciliation, collections, policy, procurement and support agents that propose; people approve.
- Seven agents, one set of rules
- Proposals you can read, edit and audit
- Automations and a knowledge base
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.