Every practice's books. One group P&L.
Each practice runs its own QuickBooks Online or Xero file. GeniusDental connects all of them, maps each one to your group chart of accounts, and rolls them into one group view: consolidated P&L, 4-wall EBITDA by location, budget vs actual, and the pack your lender asks for. Your team works with it in Excel or Google Sheets.
Live data syncs from QuickBooks and Xero. No migration, no exports, no long-term contract.
| 4-Wall P&L ($k) | Main St | Oak Ridge | Lakeside | Mill CreekNEW, MAPPED | Group |
|---|---|---|---|---|---|
| Collections | 412 | 356 | 298 | 187 | 1,253 |
| Doctor & clinical comp | (165) | (146) | (125) | (81) | (517) |
| Supplies & lab | (54) | (47) | (41) | (27) | (169) |
| Staff & admin | (58) | (52) | (46) | (35) | (191) |
| Occupancy | (31) | (28) | (26) | (22) | (107) |
| 4-wall EBITDA | 104 | 83 | 60 | 22 | 269 |
| Margin | 25% | 23% | 20% | 12% | 21% |
Sample layout with illustrative figures. Your pack is built in your format.
The month-end you're probably running now
Groups between their first few acquisitions and an Intacct or NetSuite migration tend to hit the same four walls.
One export per practice
Every close starts with pulling a P&L out of each QuickBooks or Xero file and pasting it into a master spreadsheet.
Charts of accounts that don't match
Each acquired practice arrives with its own account names. "Lab Fees," "Dental Lab," and "Outside Lab" all need to land in one line.
The master file breaks
Add a location, rename an account, or restate a month, and the formulas that tie the group together quietly stop tying.
The lender pack is a project
EBITDA by location, leverage and coverage schedules get rebuilt by hand every quarter, right when the team has the least time.
Keep your practice analytics. We handle the GL.
Practice analytics tools read your PMS for production, collections, and recall. GeniusDental reads your general ledger. They answer different questions, and most groups need both.
No PMS connector required, and no migration project.
What your finance team gets
The Genius Sheets platform connects every practice ledger and keeps it in sync live. Our team builds your group pack on top of it with you, in your format.
Consolidated P&L by practice
Every practice side by side with a group total, by month, quarter, or trailing twelve. Balance sheet and cash flow too.
Group chart of accounts
We map each practice's accounts to one group COA with you, once. When a practice adds an account, we review where it lands with you so it doesn't fall out of the total.
4-wall EBITDA by location
See each office's contribution before corporate overhead, ranked and trended, so underperforming locations stand out early.
Budget vs actual
Per-location and group budget vs actual with variance in dollars and percent, built from the budgets in your books.
Management fee eliminations
MSO and practice entities on one consolidation, with intercompany management fees eliminated so the group total isn't double counted.
Drill to the transaction
Click any number in the pack to see the ledger lines behind it, so variance questions get answered in the meeting.
Acquired a practice? It's in next month's pack.
Adding a location shouldn't mean rebuilding the workbook.
Connect the file
The new practice's owner or bookkeeper authorizes their QuickBooks Online or Xero file. Full history comes in, no exports.
Map it to the group COA
Our team maps their accounts to your group chart of accounts with you, once. Anything ambiguous goes to you for review.
It shows up in the pack
The new column appears in the consolidated P&L, 4-wall EBITDA, and lender schedules, with pre-close history for comparison.
Is GeniusDental a fit?
We'd rather tell you up front.
A strong fit if you
- Run 5 to 30 practices, each on its own QuickBooks Online or Xero file
- Consolidate by hand in spreadsheets today and want that to stop
- Are acquiring and need new practices in the pack quickly
- Report to a lender or sponsor on EBITDA and covenants
Probably not a fit if you
- Need PMS dashboards for office managers (production, recall, huddles)
- Have already moved to Sage Intacct or NetSuite
- Run QuickBooks Desktop (we connect to QuickBooks Online and Xero)
Frequently asked questions
Not today. GeniusDental reads your general ledger in QuickBooks Online and Xero. Most groups keep a practice analytics tool for PMS metrics and use GeniusDental for the financial pack. If you want production or collections next to ledger data, tell us on the demo; we're scoping that with early customers.
Same platform, same data connections. GeniusDental adds the dental group pieces on top: a group chart of accounts built for dental, an acquisition onboarding workflow, 4-wall EBITDA and lender pack templates, and a team that works with dental groups.
Yes. Connect QuickBooks Online and Xero files under one login and roll them into the same consolidation.
Ledger data syncs live from every connected practice's QuickBooks Online or Xero file, and your workbook updates when you open it or click Refresh.
No. Your practices keep their books where they are. GeniusDental sits on top as the consolidation and reporting layer.
Those replace your books. GeniusDental works on the QuickBooks Online and Xero files your practices already have, so there's no migration project. If a move is already scheduled, we'll tell you on the call whether this is worth doing first.
By group, based on the number of practices you connect, with no long-term contract required. Book a demo and we'll quote your group on the call.
Every practice ledger connects to and syncs on the Genius Sheets platform. Your team views and edits the pack in Excel or Google Sheets, whichever it already uses.
See your group's numbers in one place
In 30 minutes we'll walk through a sample group pack built on live QuickBooks and Xero data, then scope what yours would look like.