For healthcare
Every location, every provider, one set of numbers.
For multi-location practices and health tech companies. Dear CFO keeps your books and receivables current, consolidates every location, and brings practice data in from the systems you already run.
Works with
Revenue per location
$186K
+6% vs plan
Visits this month
6420
+5% vs plan
Illustrative figures
The problem
Each location reports a little differently
Every clinic has its own books, its own reports and its own way of counting. Getting one view of the group means chasing spreadsheets, and the numbers arrive after the month that needed them.
- A set of books per location or entity
- Practice data in exports and spreadsheets
- Patient reviews on Google and Birdeye
Visit, provider and payer data from your practice-management or EHR exports comes in through Google Sheets or BigQuery.
QuickBooks Online
Xero
Google Business Profile
Birdeye
Google Sheets
Dear CFOOne live set of numbersHow it works
Everything flows into one live set of numbers.
Each system syncs on its own schedule into one managed warehouse. Statements, metrics and answers all read from it, so they always agree.
Live statements
P&L and balance sheet, current
Your metrics
Defined once, kept current
Answers
Ask in plain English
Numbers you can track
The numbers healthcare and health tech run on.
Illustrative figures
Revenue and margin by location
Each location’s P&L, consolidated or on its own.
5 locations
Provider productivity
Visits or revenue per provider, brought in from your practice system through Google Sheets or BigQuery.
84% of target
Patient reviews
Ratings and response times per location.
4.8★
across 5 locations
Cost per visit
Operating costs against visit volume.
$88 per visit
Budget vs actual
Each location scored against its budget every month.
+3.2%
ahead of budget
What you get
Built on the whole system.
Live financial statements
Your P&L, balance sheet and cash flow built live from QuickBooks or Xero, next to plan and forecast, for one company or several consolidated.
Learn moreKPI dashboards and scorecards
Define each metric once and use it everywhere: dashboards built from tiles, and a scorecard where every seat owns the numbers it is accountable for.
Learn moreAI financial analyst
Ask questions about your revenue, cash, customers and margins in plain English. Dear CFO answers from your own books and shows the work behind every answer.
Learn moreQuestions
Dear CFO for healthcare and health tech
Do you connect to our EHR or practice-management system?
Not directly. Their exports come in through Google Sheets or BigQuery and sit next to your books from QuickBooks or Xero.
Can we consolidate several locations?
Yes. Connect each company or location’s books and see them separately or consolidated.
Do you store patient health records?
Dear CFO is built for financial and operating data. Keep patient health information out of what you bring in.
See it against your own numbers.
Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.