Financial health pulse
78
Good · top quartile
Cash78
AR84
Costs71
Growth80
Demo · Read-only
AI · Virtual CFO
Your AI CFO
Ask anything. Or just look at what it noticed today.
What to do today
Four things your CFO would do this morning.
Move idle cash to Reserve
+$1,660/yrYou're holding $40,000 above your 60-day operating buffer in Checking. Moving it to Reserve at 4.15% APY would earn ~$1,660 over the next year.
94% confidence
Delta Dental claim aging
+$4,1803 claims worth $4,180 are past 30 days unpaid. Two have a missing-information flag — one click to resubmit.
97% confidence
Switch lab payments to ACH
−$1,440/yrYour lab accepts ACH but you're paying with card. Saves ~$120/mo in fees, no impact on rewards (lab is not a 4× category for ACH).
88% confidence
Hygiene chair utilization
+$42K/yrYour hygiene chair runs at 78% utilization. Industry top quartile is 85%. Adding 2 cleanings/week is $42K/yr.
81% confidence
Virtual CFO
Online · responds in seconds
AI
Morning, Dr. Chen. Cash is healthy this week — operating sits at $84.2K with $40K above buffer. Want me to sweep it?
What did we spend on supplies last month?
SCAI
$11,240 across Henry Schein, Patterson, and Crown Lab — about 6% under your trailing-3-month average.
−6.2% vs. 3-mo avg
Growth simulator
Drag the levers. See where Sterling Family Dental could land.
New patients / mo24
1050
24
Retention78%
5095
78%
Treatment acceptance64%
4090
64%
Projection
$1M projected ARR
+13% vs. current trajectory