Analyze revenue by specialty, drill into spending categories, and track asset appreciation. View verified financials for a single location or roll them up for your entire portfolio.
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Standardized P&Ls, granular expense breakdowns, and verified asset logs. Get the complete financial picture in one view.
Balance Sheet
A live snapshot of assets, liabilities, and equity.


Source Verified P&L's
Auto-generate deal-ready P&Ls directly from live bank and PMS or EHR feeds.


Revenue by Specialty
Understand the true source of production instantly.


Fixed Assets
Track real-time book value and automated depreciation for all clinical equipment.


Subscriptions
Automatically categorize every recurring vendor to see exactly where your overhead is going.


Securely connect your banking via Plaid and sync your PMS or EHR/EMS to establish a verified data foundation.


Use our digital scanner to log equipment and calculate real-time depreciation instantly.
Automated bookkeeping for sellers. Diligence-ready data for buyers. Access the single source of financial truth that bridges the gap to a close.

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From your first valuation to your final exit. Access the data, privacy, and verified buyers you need to close on your terms.