Where your numbers come from
Every figure on every page is pulled from a system you already use. Nothing on this dashboard is typed in by hand.
Connected
Demo dataThe clinical and scheduling system of record. Clinwis reads production, adjustments, collections, and patient flow every night.
- Daily production per provider
- Contractual adjustments (insurance write-offs)
- Collections (payments received)
- AR aging buckets (0–30, 31–60, 61–90, 90+)
- New patients per month
- Hygiene reappointment rate
- Case acceptance rate
- Scheduled working days per provider
Your books. Clinwis reads every expense line from the chart of accounts so cost-to-run, team cost, and true profit come straight from your ledger.
- Every expense line from your chart of accounts
- Payroll journal (wages, taxes, benefits)
- Loan interest and principal
- Owner draws and distributions
- Bank and credit card feeds mapped by category
Data trust
Nightly reconciliationAll three sources agree. Reconciled nightly at 2:30 AM.
Available to connect
If you don't use Dentrix, connect Open Dental or Eaglesoft instead — the same clinical fields, same nightly sync.
- Daily production per provider
- Adjustments and write-offs
- Collections
- AR aging
- New patients, hygiene reappointment, case acceptance
Optional. Adds provider-level pay so team-cost benchmarks break down by role (doctors, hygienists, assistants, admin).
- Wages by employee and role
- Employer taxes and benefits
- Bonuses and commissions
- Hours worked per pay period
Direct read of operating and reserve account balances so the 13-week cash forecast starts from today's actual cash, not last month's book balance.
- Daily operating account balance
- Reserve / savings balances
- Pending deposits and outgoing wires
Manual entry
The 10 minutes of typing that makes your numbers true.
Your data is 92% complete
Missing: payer-mix Medicaid %The more of this that’s filled in, the more honest your true-profit and valuation numbers get.
| Date | Vendor | Account | Location | Tag | Amount | Actions |
|---|---|---|---|---|---|---|
| Jun 22 | Patterson Dental | Dental Supplies | Main | $3,140 | ||
| Jun 20 | Glidewell Lab | Lab Fees | Main | $2,285 | ||
| Jun 15 | Riverside Plaza LLC | Rent | Main | Monthly | $8,400 | |
| Jun 14 | BMW Financial Owner lease — added back for true profit | Other | Main | MonthlyPersonal vehicle | $780 | |
| Jun 10 | Payroll — family member Spouse on payroll | Staff Wages – Front Office | Main | MonthlyFamily member wages | $2,300 | |
| Jun 8 | Google Ads | Marketing | Main | Monthly | $640 | |
| Jun 5 | Northwestern Mutual Owner life & disability | Other | Main | MonthlyOwner insurance | $1,450 | |
| Jun 2 | AAO Membership | CE & Dues | Main | $495 |
Connect QuickBooks — Sandbox
Live OAuthThis card is a working proof of the QuickBooks connection: a real authorization round-trip, real tokens, real API reads. Nothing pulled here touches any figure elsewhere in the demo.
This is a demo. In a live install, each nightly sync writes to your practice's private workspace; nothing is shared across practices.