Ophthalmology & optometry
Premium elective revenue and surgical finance, on one ledger.
Premium IOL upgrades and refractive surgery are paid by patients before the procedure; the medical side settles through payers weeks later; the equipment costs more than most practices' payroll. Treso holds the deposits, reconciles the remits and finances the lasers.
| Procedure | Date | Estimate | Deposit | Status |
|---|---|---|---|---|
| LASIK · both eyes | Oct 14 | $4,400 | $1,000 | Held |
| Premium IOL upgrade | Oct 16 | $2,900 | $500 | Held |
| LASIK · both eyes | Oct 21 | $4,400 | $0 | Estimate sent |
| Premium IOL upgrade | Oct 22 | $2,900 | $2,900 | Paid in full |
What matters here
Three problems Treso is built around
Deposits before the procedure
Card on file and deposits at booking, estimates up front, and patient liabilities that sit on the balance sheet until the surgery date.
Equipment that must earn its keep
Equipment financing on a vendor quote with 12–60 month terms, and a P&L by procedure that shows what the laser returns.
Two entities, one group
Practice and surgery center as separate entities with their own accounts, consolidated with intercompany eliminations at close.
In numbers
What the practice sees
Synthetic figures from the demo tenant, shown the way the app shows them.
- Financed
- $310,000 · 60 months
- Procedures, 12 mo
- 412
- Revenue attributed
- $1.81M
- Monthly payment
- $6,120
- Margin after payment
- 48%
Modules
The pieces that matter most
- Treso PayText-to-pay, card on file, payment plans, memberships and financing, posted back automatically.Coming next
- Treso CapitalWorking capital, term and equipment financing underwritten on what the practice actually collects.Coming next
- Treso BankingAn operating account where deposits land, cards and bills are funded, and every movement is on the ledger.Live first
- Treso AccountingQuickBooks, Xero and NetSuite sync, a close checklist, journal entries with approval and a CPA console.Live first
- Treso InsightsP&L by location, provider and procedure; budgets, KPIs, provider comp and a cash forecast.Coming next
- Treso Front DeskBooking with deposits and estimates, reminders, waitlist backfill, intake, and an AI receptionist.Later
Pre-launch
Ophthalmology follows the dermatology and dental launches.
Join the waitlist to be part of the design-partner group for surgery-center entities and premium-lens deposits.
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.