Multi-location groups & PE-backed platforms
One finance stack for every practice you add.
Each acquisition brings its own bank, its own cards, its own books and its own PM. Treso gives the platform one onboarding playbook, one chart of accounts with entity and location on every line, and one consolidated close.
| Practice | Locations | Net revenue | EBITDA | Close |
|---|---|---|---|---|
| Northline Dermatology | 3 | $486k | $118k | Locked |
| Westshore Skin | 4 | $512k | $109k | Locked |
| Prairie Derm Associates | 2 | $241k | $44k | Locked |
| Ridgeview Dermatology | 5 | $702k | $131k | Open · 2 tasks |
| Harbor Aesthetics | 2 | $188k | $51k | Locked |
| Eliminations | — | −$38k | $0 | Auto |
What matters here
Three problems Treso is built around
Onboarding an acquisition in days, not quarters
Entities, locations, roles and card programs provisioned from a template; QuickBooks or NetSuite mappings copied from a sibling; the first benchmark report in the first month.
Consolidation that doesn't live in a spreadsheet
Consolidated statements across entities with intercompany eliminations, a location comparison matrix, and a portfolio roll-up with drill-down to the journal.
Controls a sponsor expects
Approval limits by role and location, dual control on payee changes, SSO and SCIM, quarterly access reviews with evidence, and an audit chain that can't be edited.
In numbers
What the practice sees
Synthetic figures from the demo tenant, shown the way the app shows them.
| Step | Owner | Done |
|---|---|---|
| Entities, locations, roles from template | Treso | Day 1 |
| Cards issued · policies copied | Platform finance | Day 3 |
| AP inbox live · vendors imported | Office managers | Day 5 |
| NetSuite mapping from sibling | Controller | Day 8 |
| First benchmark report | Treso | Day 30 |
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 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 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 CompliancePosture score, access reviews, BAA e-sign, consents, data requests and a PHI access log.Live first
Pre-launch
Design partners wanted: one or two MSO platforms for the launch cohort.
If you are consolidating dermatology or dental practices, we'd like to build the onboarding playbook with you.
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.