Healthcare accountants & advisors
Every client practice, one console.
Your clients' cards, bills, deposits and payroll are already journaled by location when you open the books. The CPA console shows each practice's close status, missing receipts and sync errors, and lets you act on all of them at once.
| Practice | Close | Missing receipts | Sync | Entries waiting |
|---|---|---|---|---|
| Northline Dermatology | Locked Oct 6 | 3 | OK | 0 |
| BrightSmile Dental | Open · 4 tasks | 11 | 2 errors | 1 |
| Clearview Eye | Locked Oct 4 | 0 | OK | 0 |
What matters here
Three problems Treso is built around
Chasing receipts and categorizations
Receipts are matched at swipe; coding follows rules you can review. Request what's missing across every client with one action.
Month-end that starts on the 1st
A close checklist per client, manual entries with approval, reconciliations with reviewer separation, and a close package ZIP for your files.
The GL your firm already uses
Treso syncs to QuickBooks Online, Xero and NetSuite with mappings per client. Your workpapers don't move.
In numbers
What the practice sees
Synthetic figures from the demo tenant, shown the way the app shows them.
Modules
The pieces that matter most
- Treso AccountingQuickBooks, Xero and NetSuite sync, a close checklist, journal entries with approval and a CPA console.Live first
- Treso SpendCards per location and provider, receipts matched as they arrive, policies that fit a practice.Live first
- Treso BillsAP inbox with OCR, approval chains, payment runs and vendor records with W-9s on file.Live first
- Treso BankingAn operating account where deposits land, cards and bills are funded, and every movement is on the ledger.Live first
- Treso InsightsP&L by location, provider and procedure; budgets, KPIs, provider comp and a cash forecast.Coming next
- Treso PayrollImport runs from your payroll provider, fund them from the practice account, book labor by location.Coming next
Pre-launch
The CPA channel is how Treso reaches practices first.
Healthcare accountants on the waitlist get the console for their clients and a referral arrangement at launch.
Other solutionsPre-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.