Because every dollar in and out already carries its location and provider, the practice P&L is a view, not a project. Budgets, KPIs, provider compensation and a cash forecast built from the schedule and AR sit on top.
| Location | Net revenue | Expenses | Margin |
|---|---|---|---|
| Midtown | $218,440 | $152,310 | 30.3% |
| Riverside | $164,120 | $128,905 | 21.5% |
| Oak Park | $103,650 | $81,224 | 21.6% |
| Total | $486,210 | $362,439 | 25.5% |
Capabilities
P&L by location, entity, provider or procedure, with a location comparison matrix, trend and seasonality, and a what-if for adding a provider or a site. Click any number to see the journals behind it.
Budgets by account, month and location in a grid, with versions (original, reforecast) and CSV import. Custom KPIs with targets alert the right people when they drift. Pin what matters to a dashboard.
Comp plans with base salary, percent of collections or production, tiers and draws. Monthly statements are generated, adjusted, approved and exported to payroll. Providers see their own numbers in the app.
Anonymized, cross-practice comparisons of supply cost per procedure, labor ratios, collection and no-show rates by specialty and region. This ships once the network is large enough to be meaningful, and after legal review of what can be shared.
Who uses it
Permissions carry a location scope and an approval limit. The same limits apply to agents acting in this module.
Questions
From Treso's ledger: cards, bills, deposits, payments and payroll, each tagged by location and provider as it happens. There is no month-end allocation step.
Yes. Budgets are by account × month × location, with original and reforecast versions per fiscal year.
Works with
QuickBooks, Xero and NetSuite sync, a close checklist, journal entries with approval and a CPA console.
Learn moreDeposits, 835 remittances and your PM ledger, matched. AR by payer, underpayments as work.
Learn moreImport runs from your payroll provider, fund them from the practice account, book labor by location.
Learn morePre-launch
The demo opens Insights 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.