Your templates. Every client practice. Updated without exports.
You already build monthly packs for dental group clients. GeniusDental connects each client's QuickBooks Online and Xero files to your own Excel templates, so consolidation, location P&Ls, and covenant schedules update without exports.
Keep your deliverable
Your firm's pack format is part of what clients pay for. Keep it. GeniusDental fills it from the ledgers instead of from pasted exports.
One login, every client
Connect every client practice file under one login, across QuickBooks Online and Xero, and switch between groups from the same workbook.
Reuse your mapping
Build a dental group COA once and reuse it across clients. New acquisitions at a client map to the same structure.
Working with firms
We're setting up partner terms with a small number of dental-focused firms. If you serve dental groups, we'd like to hear what your monthly close looks like today and what a partnership would need to include for your firm.
Show us the pack you deliver today
We'll walk through how your firm's template would read each client's ledgers directly, and what it takes to get there.