Daniel · Finance

Books closed.
Before you ask.

Daniel is your practice’s AI bookkeeper. He connects to your bank accounts through Plaid and to QuickBooks, reconciles every transaction and closes the month. Then he tells you what matters: what you billed, what is still owed and which treatment leaves the most margin. No spreadsheets.

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Daniel Finance

How Daniel works

Daniel tells you how the money is doing. Before you ask.

Daniel pulls every transaction from your bank through Plaid, keeps QuickBooks current and flags what matters: what you billed, what is still to collect, and which treatment leaves the most margin. When there is something to do, he pitches it and the team runs it. Without opening a single spreadsheet.

✓ Reconciles your bank through Plaid and keeps QuickBooks current
✓ Catches deposits and payments still to be collected
✓ Tells you which treatment leaves the most margin

08:30

October is closed and reconciled in QuickBooks. You billed $312,000 and spent $187,400: a 40% margin, three points up from September.

Laser drove most of it: $96,000 billed at a 68% margin. Consults are still your lowest earner. Every bank transaction came in through Plaid; the full detail is in your dashboard.

And how is November looking?

At this pace, November lands around $290,000. A bit slower with Thanksgiving, but the second half of the month is already 70% booked. If anything shifts, I will let you know.

Text Message

Daniel finds money to collect. And Sara goes and collects it.

Here is the team working together: Daniel spots unpaid deposits, you approve with one text, and Sara writes each patient until the money comes in.

1 · Daniel and you · flags unpaid deposits

08:30

Went over the week. Your bank feed came in overnight, and you have $18,400 in deposits still unpaid across 7 upcoming appointments.

The three largest: Laura G. ($4,500, Thursday), Mark P. ($3,800, Friday) and Sophia T. ($2,900, Saturday). If you want, I will hand them to Sara to collect by text today.

Yes, go ahead. How much did we recover last month this way?

Last month Sara recovered $21,300 out of $24,000 pending, almost all within 48 hours. I am sending her the list now and I will let you know as payments come in.

Perfect, thanks

Delivered

Text Message

2 · Sara and the patient · collects it

09:05

Hi Laura, this is the office. The deposit for your Thursday 5:30 pm appointment is still pending. Here is the link to pay it and keep your spot. holasara.ai/pago/3d7q

Oh, it completely slipped my mind. Until when can I pay it?

No worries. If you pay today, your appointment stays exactly as it is. If you prefer, I can also move you to another time.

No, Thursday is fine. Paying now

Payment received. Your Thursday 5:30 pm appointment is confirmed and you will get a reminder the day before. Thank you, Laura.

Text Message

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