Dental practice accounting software for accountants, carrying your brand

Dental labs bill per case, supply houses ship weekly and equipment leases hit on fixed dates. AI categorisation keeps those recurring vendors coded consistently, and bank reconciliation matches patient card deposits and insurer payments to statements. Your staff then focus on the few entries that do not look like a normal dental month.

The firm console lists every dental client with its close status and review items. When one office has a stack of unmatched insurer deposits, you see it on the list and can ask the office manager for remittance detail before month end.

• Code lab cases and supply orders consistently
• Match insurer and patient deposits to statements
• Track equipment lease and loan payments
• Send dentists a concise branded report

Many dental clients carry acquisition debt and pay associates on production. Clean, reconciled books make those conversations easier, and your firm stays responsible for associate compensation calculations, loan covenant reporting and tax positions. HelloBooks gives your team the reviewed data to support that work.

Owners who add a second office often keep it as a separate company. Higher plans support multi-entity books, so each location has its own ledger while you review both from one console. You can add unlimited staff with no per-seat charges as your dental book grows.

Each practice stays on a published HelloBooks plan, and your firm receives a firm discount on every client plan. HelloBooks bills only your firm. You set the monthly fee for each dentist and invoice them directly, perhaps with a startup package for a practice purchase and a steady monthly fee after.

Your firm owns the client data and can export it for lenders, brokers, a partner buy-in or a practice sale. Founding firms are being accepted now, which suits dental-focused practices ready to present one branded platform to every office they serve.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.