v2.0
AI Financial Analytics

See Everything.
Miss Nothing.
Multi-Location Support with AI Powered Co-Pilot.

Unified dashboards for DSOs and multi-location practices. Connect your PMS, accounting, and payroll. Spot issues before they cost you.

Your Data is Costing You Money

Scaling a DSO breaks traditional reporting. Spreadsheets can't keep up.

Fragmented Systems

Data scattered across PMS, QuickBooks, and payroll software.

Lagging Indicators

Reports are 3 weeks behind. You're driving blind.

The "Why" Gap

See collections dropped, but can't find the root cause.

Invisible Leaks

Missing subtle patterns in supply costs or write-offs.

TIME (H)
VARIANCE
Anomaly Detected
Now

A/R Spike Detected

$42,500+18.4%
> 90 DaysTarget: < $10k

Insurance claims pending at West Creek.

Connector Line

Don't Wait for Month-End to Find Leaks.

ScoutIQ monitors your data 24/7. Our AI establishes a baseline for every location and alerts you immediately when metrics deviate from the norm.

  • Instant Deviation Alerts

    Know instantly if collection percentages drop or supply costs spike at any location.

  • Payroll Creep Detection

    Get notified when labor costs exceed percentage-of-revenue targets mid-month.

Before: The Sunday Night Hell

Dentrix_Export.csv
Updated 48h ago
Quickbooks_v2.csv
Missing Location 3 data
Eaglesoft_Data.csv
Updated 72h ago
With ScoutIQ

After: One Dashboard, Real-Time, 60 Seconds

S
All Locations Dashboard
5 locationsLive Sync
Total A/R
$387,420
12%
vs last mo
Collections (30d)
$1.18M
18%
vs last mo
Avg Days in A/R
43
8 days
faster
Over 90 Days
$34,200
Only 8.8% of total
Insight: Recall rate at Location 4 dropped 23%.
Search providers, patients...
MA
Production
$142,302
Adjustments
-$2,104
Net Collect
98.2%

Provider Performance

ProviderProductionTargetStatus
MA
M. Azzopardi
$43,324
104%
Excellent
PC
Paula C.
$38,110
92%
On Track

One Dashboard. Every Metric. Real-Time.

ScoutIQ unifies all your data sources into a single, AI-powered analytics platform.

Unified Multi-Location View

See performance across all locations, or drill down to individual providers, procedures, or patient demographics. One dashboard replaces 10+ reports.

  • Compare locations side-by-side instantly
  • Track provider performance by any metric
  • Segment by insurance, procedure type, patient age
  • Identify top and bottom performers in seconds

Real-Time Data Sync

No more waiting for nightly imports or manual exports. ScoutIQ pulls data from your PMS, accounting, and banking systems in real-time.

  • Updated every 15 minutes automatically
  • See today's production as it happens
  • Catch issues the same day they occur
  • Make decisions on current data, not last week's

Custom KPI Tracking

Track the metrics that matter to YOUR business. Create custom dashboards, set goals, and monitor progress toward targets.

  • Build unlimited custom dashboards
  • Set KPI targets and track performance
  • Automated performance reports
  • Benchmark against industry standards

Ask Questions in Plain English

Don't want to navigate dashboards? Just ask your AI Co-Pilot any question about your practice data and get instant answers.

  • "Which location has the highest A/R?"
  • "Show me providers below production targets"
  • "Why did collections drop this month?"
  • No technical skills required—just ask
Live Intelligence

Ask Anything.
Get Answers instantly.

ScoutIQ speaks your language. No SQL, no pivot tables. Just ask.

scoutiq_engine_v2.ts
Connected
User
Select a question...
AI-Powered Intelligence

Ask Anything About Your Practice

Instantly retrieve data or get strategic advice. No complex reports—just clear answers.

Aggregate Metrics

User Query

"Show production vs. collections by location."

LocationProdColl%
Downtown$142k$138k97%
West Creek$98k$82k83%
North Hills$115k$110k95%
Total$355k$330k93%

User Query

"What's our overhead trend?"

58%
MAY
59%
JUN
57%
JUL
⚠️ 75% Spike
AUG
60%
SEP
58%
OCT

Detailed Lists

User Query

"Patients with unscheduled treatment > $1k."

Results47 Found
JD
John Doe
Crown (D2740)
$1,200
45 days
SM
Sarah M.
Implant (D6010)
$2,400
12 days
View All 47 Patients

User Query

"Provider acceptance rates this month."

Dr. Smith78%
Dr. Jones45%
Root Cause Analysis

"Why did production drop?"

Provider Absence

Dr. Chen sick leave: -$38k impact

Cancellation Rate

Spiked to 18% (Avg 11%)

Growth Opportunity

"Add Ortho services?"

Revenue Potential$550k/yr

Based on 847 eligible patients in current base.

Action Plan

"Reduce No-Shows"

Current rate: 14%.
Estimated loss: $8,400/mo.

AI-generated action plan based on top performing locations.

1

Automate Confirmations

Enable 2-way SMS for 48h & 2h windows.

2

Deposit Policy

Trigger $50 deposit for 2+ broken appts.

Built for the Whole Team

Secure, role-based access for everyone from the C-Suite to Office Managers.

Team Management
User
Role
Access Level
Status
ED
Elena Davis
elena@apexdso.com
Regional Mgr
5 Locations
MP
Mark Peters
mark@apexdso.com
Office Lead
Single Location
SJ
Sarah Jones
sarah@apexdso.com
Analyst
View Only

Unified Intelligence

Everything needed to manage profitability across multiple locations.

View full feature list

Unified Multi-Location View

Replaces 10+ spreadsheets. See consolidated P&L and operational KPIs in one dashboard.

Real-Time Data Sync

15-minute refresh cycle. Connects directly to Dentrix, Eaglesoft, OpenDental, and QBO.

Smart Anomaly Detection

Catch issues same-day. AI alerts you when supply costs or labor % deviate from norms.

Predictive Forecasting

Prevent, don't react. Forecast cash flow and collections based on scheduled production.

Custom KPI Tracking

Your goals, your view. Build custom scorecards for regional managers and office leads.

Plain English Questions

No technical skills needed. Ask natural language questions to explore your data.

Stop Guessing.
Start Knowing.

Join the data-driven DSOs that are increasing EBITDA by an average of 14% in their first year.

Free for 30 daysNo credit card needed2 hour setup