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Financial clarity for dental practices, on autopilot

Oswald connects your practice management system and accounting software into a single financial intelligence layer — surfacing the insights that matter, before your bookkeeper even opens QuickBooks.

Request Early Access How It Works

The Problem

Your PMS and your books live in different worlds

Production ≠ Collections

The average practice leaks 8–15% of potential collections through insurance underpayments, unbilled procedures, and slow AR follow-up. You don't see the gap until weeks later.

Manual Reconciliation

Your bookkeeper spends 15–25 hours per month pulling PMS reports, matching bank deposits, reconciling insurance payments, and assembling KPIs in spreadsheets.

Delayed Insight

You find out about financial problems 3–4 weeks after month-end. By then, the claims that caused the gap are aged, the leakage has compounded, and the fix is reactive.

How It Works

Connect once, see everything

Connect Your Systems

Link QuickBooks and your PMS in minutes. Oswald pulls financial and operational data automatically.

Oswald Does the Work

AI maps your chart of accounts to dental benchmarks, reconciles production against collections, and flags anomalies.

Act on Real Insight

Get a prioritized list of findings — ranked by dollar impact — with specific recommendations you can act on immediately.

Where the Hours Go

Every month, your team burns time on work that should be automatic

8–12 hrs

Reconciling bank deposits against PMS production reports

Matching insurance EFTs, credit card batches, and CareCredit deposits to patient accounts — one transaction at a time.

5–8 hrs

Categorizing and cleaning up QuickBooks transactions

Fixing auto-categorizations, splitting deposits by type, and making sure the chart of accounts actually reflects dental-specific expense buckets.

4–6 hrs

Assembling monthly KPI reports from scratch

Pulling production reports from the PMS, payroll from Gusto or ADP, expenses from QBO, and cross-referencing everything in a spreadsheet.

3–5 hrs

Reconciling patient financing deposits

Logging into CareCredit and Sunbit portals, matching batch deposits to patients, and accounting for merchant processing fees.

3–4 hrs

Payroll-to-production reconciliation

Calculating associate compensation against collections by provider, verifying guaranteed minimums, and mapping payroll to the GL.

2–3 hrs

Chasing answers about why collections don't match production

The owner asks. The bookkeeper digs. Nobody has a clear answer until someone manually traces the gap through write-offs, aging claims, and posting delays.

25–38 hours per month spent on work Oswald handles in minutes