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No More Guesswork. No More Spreadsheets.

Unlock instant, accurate financial data from any PMS without bothering your clients. Our AI agents fetch, clean, and organize the numbers — so you can focus on higher-value advisory work.
See It In Action

The CPA’s Reality Today

DSO or solo client — same problem.

You’re stuck chasing down AR reports, outdated spreadsheets, and unclear production numbers. By the time you get clean data, the opportunity’s already gone.​

With Dentistry Automation, AI agents plug directly into PMS systems and deliver the financial clarity you’ve been begging for.

​AI Agents ✅ | Manual Report Requests ❌

Built for Dental Accounting and Advisory

​ Real-Time Data. Real-Time Decisions.
Whether you serve 3 practices or 300, our AI agents give you real-time visibility into key metrics without client-side friction.

KPI Dashboards Tailored for CPAs

Collections, production, AR, adjustments, and net revenue — all at your fingertips.

AI Agents ✅ | Emailed Excel Files ❌

AI-Powered Payment Reconciliation

Know what’s posted, what’s missing, and what’s mismatched — instantly.

AI Agents ✅ | Manual Ledger Checks ❌

PMS Data Extraction via DentalBridge API

Pull clean financials from Dentrix, Open Dental, Denticon, and more — no dev team needed.

AI Agents ✅ | Client-Exported PDFs ❌

Practice & Provider-Level Financial Views

Break down performance by operatory, provider, and procedure code — without asking clients to dig it up.

​ AI Agents ✅ | Partner Practice Blind Spots ❌​

Upgrade From Bookkeeper to Strategic Partner

Automate the Low-Value Work. Deliver Insights That Matter.
You don’t need a 10-person back office to operate like a DSO. Our AI agents bring the same technology used by multi-location groups — without the complexity or cost.
  • Skip the data entry and start analysis instantly
  • Spend less time reconciling and more time advising​
  • Automate multi-location financial roll-ups
  • White-label dashboards for client deliverables
AI Agents ✅ | Billable Hours on Busywork ❌

CPAs Who Use AI Agents Gain a Competitive Edge

“We used to spend 10–15 hours per client per month pulling and cleaning reports. Now it’s 15 minutes. We’ve scaled without adding staff.”​
— Dental CPA Firm Partner, TX
What You’ll See:
  • Cleaner financials
  • Higher client retention
  • New advisory revenue streams
  • More proactive recommendations
  • No more PMS headaches

AI Agents ✅ | Overhead Inflation  ❌​

Plug-In Ready. Scales With Your Firm.

No Engineering. No Client Disruption.
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PMS integrations pre-built and tested

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SOC 2 & HIPAA-compliant

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Client dashboards ready in 7 days

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Your team gets training + white-labeled tools

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Works seamlessly with your existing accounting stack

AI Agents ✅ | Onboarding Friction ❌

Modern CPAs Use AI Agents

Start in 30 Days. See ROI in 60.​

Your front desk shouldn’t be a claim follow-up team. Let AI agents handle what they’re best at
— so your people can focus on what matters most.​

AI Agents ✅ | Humans ❌

Schedule a CPA Demo

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