Accounts, data, and access stay with the practice
Your accounts stay yours.
Why the approach is built this way
Financial work is necessary. Giving up control of the accounts and the history is not. Dental Finance Copilot is built so the practice keeps ownership while the work gets done.
What we do
We manage the ongoing financial work with AI support for efficiency. The accounts, the software access, and the historical data remain in the practice’s name. The management fee is structured to stay low. There is no lock-in designed to make leaving expensive or complicated.
What you get
You get reliable visibility into the practice without adding headcount and without transferring control of the financial system.
Access is not ownership
The model rests on one distinction. Management access is something the practice grants so the work can be done. Ownership is something the practice keeps. The two are never confused.
Management access is something the practice grants so the work can be done. Ownership is something the practice keeps. The two are never confused.
Granting access means the bookkeeping happens inside the practice's bank relationships and accounting software, where the owner can see it. Keeping ownership means those accounts, files, and records are in the practice's name before the engagement, during it, and after it.
That is why leaving is simple. Ending the relationship means removing access, not recovering data or rebuilding prior periods.
Ending the relationship means removing access, not recovering data or rebuilding prior periods.
What you can do at any time
Open your own books. Review any transaction or report against the underlying accounts. Change who has management access. End the relationship without rebuilding a single prior period. None of these require permission from a provider, because the practice never handed over ownership in the first place.
Review any transaction or report against the underlying accounts. Change who has management access. End the relationship without rebuilding a single prior period. None of these require permission from a provider, because the practice never handed over ownership in the first place.
The intelligence behind the whole system.
Diagnose what the practice needs. Support better execution across every Copilot service.
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