INNOVATION·IN·DENTISTRY

The Dental & DSO Business Guide

From Spreadsheets To Xero: Building A Modern Dental Finance Stack

22 October 2025 · 31:08

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What it is about

We share a practical finance playbook for dental clinics, from moving to cloud accounting to adopting accruals, daily bookkeeping, and metrics that drive better decisions. We also preview an AI-driven dashboard that unites PMS, accounting, and marketing data.• choosing Xero as the bookkeeping core and retiring spreadsheets• using HubDoc or similar for receipt capture and digital invoice flow• configuring bank feeds…

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