Finance
Practice finance, synced automatically
Every approved treatment plan becomes a draft invoice in Xero, reconciled against Dental4Windows without manual entry.
Xero connected · last sync 09:24
Total Revenue
$412,880
+8.4% MoM
Total Expenses
$246,190
+2.1% MoM
Net Profit
$166,690
+14.2% MoM
Outstanding Balances
$38,410
-6.0% MoM
Invoices from Plans
128
34 this week
Payment Plans Active
27
+4 this month
Profit & loss
August 2026 · pulled from Xero
- Treatment income$396,400
- Laboratory fees-$68,200
- Clinical consumables-$31,400
- Salaries & wages-$112,800
- Rent & facilities-$24,600
- Marketing-$9,190
Net profit$166,690
Plan to invoice
Automated hand-off
Plan
Okafor · zirconia pathway
6 items · $8,320
Xero
Draft INV-2291
Created 09:24 · staged deposit $1,240
Case profitability
Revenue against laboratory and chair cost
| Patient | Treatment | Revenue | Lab | Chair | Margin |
|---|---|---|---|---|---|
| Marcus Okafor | Zirconia crown 47 | $8,320 | $980 | $1,240 | 73% |
| Priya Raman | Ceramic onlay 24 | $2,480 | $420 | $560 | 60% |
| Elena Castillo | Implant assessment | $1,180 | $0 | $380 | 68% |
| Grace Whitfield | Anterior crown 11 | $3,960 | $720 | $640 | 66% |
| Daniel Roth | Full-arch provisional | $14,200 | $3,860 | $2,980 | 52% |
Dental4Windows ↔ Xero sync
Reconciliation log for today
- 09:24Dental4WindowsClinical note written · OkaforSynced
- 09:24XeroDraft invoice INV-2291 created ($8,320)Synced
- 09:02Dental4WindowsTreatment plan appended · RamanSynced
- 08:47XeroPayment allocated · $1,200 BeaumontSynced
- 08:31XeroRetry after rate limit · succeededRetried
- 08:04Dental4WindowsPatient record created · WhitfieldSynced
42 records reconciled today · 0 unmatched · next sweep 18:00Healthy