Treso sees collections as they land, so offers reflect the practice today, not last year's tax return. Choose an advance, a revolving line, a term loan or equipment financing; repay from collections; watch health alerts before they become problems.
| Product | Amount | Terms | Status |
|---|---|---|---|
| Working capital advance | Up to $180,000 | Remit 8% of collections | Offer · 21 days |
| Revolving line | $120,000 | Draw and repay | Open · $0 drawn |
| Equipment · laser | $96,000 | 36 months · fixed | Quote needed |
| Term loan 2025 | $60,000 | 24 months | On pace · 14 of 24 |
Capabilities
The monthly offer is computed from deposits and collections already on Treso. Within the model's limit, approval is instant; above it, a credit specialist reviews and you see the reason either way.
An advance remitted from collections, a revolving line, a 6–36 month term loan with fixed installments, or equipment financing on a vendor quote. One wizard: product, details, documents, review.
Daily remittances or installments post automatically, principal and fee split on every one. Statements, early payoff, and health alerts when collections drop, repayment falls behind pace or cash runs thin.
Funding posts cash against a loan liability. Each remittance or installment splits principal (against the liability) and fee (to interest expense), by entity. Journals are never edited; a payoff posts the closing entries.
Who uses it
Permissions carry a location scope and an approval limit. The same limits apply to agents acting in this module.
Questions
Credit products are offered through Treso and its lending partners, subject to approval and the terms shown before you accept. Treso is not a bank.
Offers are computed from the practice's collections on Treso. Any credit check required before funding is disclosed in the application.
Works with
An operating account where deposits land, cards and bills are funded, and every movement is on the ledger.
Learn moreDeposits, 835 remittances and your PM ledger, matched. AR by payer, underpayments as work.
Learn moreP&L by location, provider and procedure; budgets, KPIs, provider comp and a cash forecast.
Learn morePre-launch
The demo opens Capital as Dana, who works in it every day at a synthetic dermatology practice. Owner, location manager, front desk, billing, provider, controller and CPA are each one click away, and nothing in it is real.