For DSO’s

Digital, Data & AI Development for DSO’s

Turn fragmented data into clear decisions – across every site.

Most DSO’s don’t have a performance problem.
They have a visibility problem.

Data lives in silos. Definitions vary by practice. Reporting arrives late.
So leaders manage the group through spreadsheets, gut feel, and outdated snapshots.

That’s where EBITDA leaks.
And that’s where we come in.

The problem: “EBITDA” isn’t enough if you can’t explain it

In diligence, the questions are predictable:

Is EBITDA consistent month to month – or smoothed by timing and accounting noise?
Can you reconcile management accounts to cash, bank, and balance sheet?
Can you split performance by site, clinician, and treatment type?
Are associate pay, payroll, and lab costs allocated correctly?
Are central costs consistently treated across sites?
Can you defend your add-backs with evidence?

If the answers are unclear, valuation gets compressed, deal timelines slip, and financing gets more expensive.

What we build:
Institutional-grade finance for dental groups

This service is designed for DSOs that want reliable EBITDA tracking and an investor-grade reporting backbone – built to scale across geographies.

One Source of Truth Across the Group

We unify data from your core systems into a single, reliable layer – so every KPI means the same thing in every clinic.

Faster, Better Decisions

Real-time dashboards and automated reporting reduce lag, remove manual effort, and make performance visible before issues become expensive.

Operational Control at Scale

We surface variance by site, clinician, specialty, chair, and channel – helping you standardise what works and fix what doesn’t.

A Stronger Investor Story

Cleaner data, defensible metrics, and credible reporting builds trust with banks, buyers, and PE – and supports higher multiples.

What We Build

Executive Dashboards for DSO Leadership

A single view of the group – built around the numbers that matter to value creation:

Revenue, utilisation, and capacity by site
Contribution and margin by specialty and clinician mix
Patient pipeline, conversion, cancellations, and rebooking
Marketing performance and ROI by channel/location
Procurement, labs, and supplier spend visibility
Cash, working capital, and forecasting views
Site league tables, variance alerts, and trend tracking

Site & Practice Manager Dashboards

Operational dashboards designed for local action:

Chair time, appointment book health, DNAs, cancellations
Treatment plan conversion and follow-up effectiveness
Hygiene utilisation and recall performance
Patient experience signals and bottlenecks
Daily/weekly priorities driven by live data

Finance & Performance Reporting Infrastructure

We standardise the backbone so reporting becomes credible and scalable:

KPI definitions and group-wide reporting standards
Chart of accounts mapping and consistency by site
Automated management accounts packs
Budgeting, forecasting, and scenario modelling
EBITDA bridge reporting (what’s recurring vs what’s not)

Custom Software to Remove Repetitive Work

When dashboards reveal the problem, automation removes the friction:

Workflow tools for follow-ups, conversions, and patient reactivation
Task routing and escalation for operational issues
Automated data QA (flagging missing/incorrect inputs)
Procurement and supplier analytics workflows
Practice-to-HQ reporting automation without spreadsheet chasing

AI Layer for Decision Support

We develop AI features that help teams interpret the numbers – not just view them:

Performance anomaly detection (what changed, where, and why)
Forecasting models (capacity, revenue, staffing pressure)
Intelligent segmentation (patients, clinicians, sites, cohorts)
Natural-language Q&A over your dashboards (“What drove the drop in conversion last week?”)
Opportunity spotting (under-utilised capacity, pricing leakage, mix shifts)

How We Deliver (Without Disrupting Clinics)

Discovery & KPI Blueprint

We align on the outcomes, define the KPIs, and map where the truth currently lives.

Data Foundation

We connect sources, clean the data, standardise definitions, and build a reliable reporting layer.

Dashboard MVP

We ship an initial executive dashboard quickly – then iterate based on how leadership actually uses it.

Automation & AI Add-Ons

Once the foundations are solid, we automate recurring work and add AI features that drive action.

Rollout & Adoption

We support implementation across the group with training, documentation, and governance so it sticks.

Security & Governance

DSO data is sensitive. We treat it that way.

We build with a “secure by design” approach, including access controls, auditability, and clear governance around data ownership and usage — aligned with the standards DSOs and investors expect.

The Outcome

A DSO that:

Sees performance clearly across every site
Acts faster with less manual reporting
Improves utilisation, margins, and conversion through visible levers
Produces investor-grade reporting with confidence
Builds a scalable operating system — not just a collection of clinics

Visibility becomes control. Control becomes value.

Fancy Getting Started?

If you want unified dashboards, cleaner reporting, or AI-led insight across your DSO, we’ll help you build the right system — tailored to your group, your KPIs, and your growth plan.

Or give us a call:

UK
(+44) 20 7100 8788

US
+1 (929) 542 1710

India
(+91) 011 4759 7224

Get in touch to discuss your current stack, reporting pain points, and what “one source of truth” should look like for your DSO.