What you produced, and what you actually collected.
A practice can be busy, well reviewed and fully booked, and still lose a tenth of its production somewhere between the chair and the bank.
Read-only by default. Anything that would change your ledger is proposed for your confirmation first.
Real client numbers, no signup — it opens straight away.
From real engagements
Illustrative, for a $2M practice. Claims denied and never refiled, patient balances past the point anyone chases them, and write-offs taken to clear a report rather than because the money was gone.
Illustrative. The carrier pays less than the contracted fee, it posts as paid in full, and the shortfall becomes an adjustment nobody ever enforces.
Clients described by industry only · figures out of their own ledgers
What you get
Everything the job actually takes.
Production against collection
What each provider, procedure and payer produced and what actually arrived, not a practice-wide collection rate.
Underpayments while you can refile
Carrier payments checked against your contracted fee, so a payer paying short is a conversation this month rather than next year.
Patient credits kept separate
Money paid ahead of treatment tracked as a balance you owe, not as revenue you earned.
Lab invoices billed twice
The same case invoiced twice, found by document number and shown as a pair with vendor, amount and date.
Production with nothing behind it
Work your schedule says was done, with no payment and no open claim in the ledger, every line ranked by how recoverable it is.
Answers before the window closes
Ask what is outstanding and how much is still inside the filing window, from the ledger rather than from a month-old report.
Simple, transparent plans
Pick the level of support you want.
The AI comes with every plan. What changes is how far it goes — Essential tells you what your numbers are, Professional works out why they moved and what to do next.
- ›Real-time accounting dashboard
- ›Live P&L, cash flow & balance sheet
- ›AI chat — ask what your numbers are
- ›Automated 24/7 reporting
- ›Email support
- ›Everything in Essential
- ›AI that explains why a number moved
- ›Strategy and what-if scenarios
- ›Multi-location tracking
- ›POS, PMS, payroll and CRM connected
- ›Priority support
- ›Everything in Professional
- ›Hands-on bookkeeping
- ›Loan- & bank-ready packages
- ›Dedicated advisor
Starting takes you through signup to checkout — no long-term contracts, cancel anytime. Setup fee waived for a limited time.
Tell us your collection rate. We'll tell you what is actually still collectible.
Real client numbers, no signup — it opens straight away.
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848