Dental practice finance management
Practice finances you can check, not just trust
Supplier invoices, bank and card spend and your cash position in one place, reconciled on evidence rather than guesswork.
Illustrative interface with fictional sample data.
From the inbox to the bank statement
Supplier invoices, bank and card spend, reconciliation and cash position.
- 01
An invoice board fed by your mailbox
Invoices sent to your accounts address are read automatically and land on a board: arrived, agreed and unpaid, and paid. Marking paid is one click.
- 02
Agreed, not assumed
An invoice arrives from outside the organisation, so it becomes a commitment only when someone agrees it, with who and when recorded.
- 03
Documents sent as links
When a supplier sends a Google Drive, Docs or Dropbox link instead of an attachment, MyPracti fetches the document and files it with the invoice.
- 04
Bank and card transactions
Transactions arrive from your connected bank feed, and each account shows how fresh its data is, so a broken feed never looks like a quiet week.
- 05
Reconciliation without fuzzy matching
Charged, invoiced, settled and banked side by side, per company. A match is made on evidence, never guessed.
- 06
Cash position and spend
Cash from confirmed balances, laboratory costs collated by lab, spending mapped to your own categories and marketing spend attributed to campaigns.
What changes for the people who handle the money
Nothing lost in an inbox
Every invoice has a place and a state, and the board shows when the mailbox was last read.
Fewer late payments
Agreed invoices carry their due dates, and paid ones are matched to the bank line that paid them.
A month end your accountant likes
Spend is categorised and evidenced as it happens, rather than reconstructed in a rush.
In development
- Direct accounting integrations, starting with Xero, so bills and payments sync both ways.
See your invoices and spend in one place
A 30-minute walkthrough of the areas you care about, with a member of the team. No obligation and no sales script.