Oswald connects your practice management system and accounting software into a single financial intelligence layer — turning your front desk into billing experts and your bookkeeper into a strategic advisor.
The average practice leaks 8–15% of potential collections through insurance underpayments, unbilled procedures, and slow AR follow-up. Your staff knows something's off, but they don't have the tools to catch it systematically.
Your bookkeeper spends 15–25 hours per month pulling PMS reports, matching bank deposits, reconciling insurance payments, and assembling KPIs in spreadsheets. Your front desk spends hours chasing down why claims didn't pay correctly — without the expertise to know what "correct" looks like.
You find out about financial problems 3–4 weeks after month-end. By then, the claims that caused the gap are aged, your staff has already moved on to this month's chaos, and the fix is reactive instead of preventive.
Link QuickBooks and your PMS in minutes. Oswald pulls financial and operational data automatically — no manual exports, no chasing down reports.
AI maps your chart of accounts to dental benchmarks, reconciles production against collections, flags insurance underpayments by payer and procedure code, and identifies patterns your team doesn't have time to see.
Get a prioritized list of findings — ranked by dollar impact — with specific recommendations like "Delta underpaid code D4341 by $87 on claim #12345."
Built to work independently or together — pair Billing Intelligence with Accounting for a complete revenue-to-reporting layer.
Your front desk and billing coordinators shouldn't need 10 years of experience to catch insurance underpayments. Oswald reviews every claim, compares payments against your fee schedule and historical payer behavior, and alerts your team to discrepancies in plain English.
Oswald flags every claim paid below your contracted rate, identifies the specific procedure codes and amounts, and provides ready-to-use appeal language. "Blue Shield paid $215 for D4341. Your contract rate is $285. Underpaid by $70."
Track which insurance companies consistently underpay, which procedure codes trigger denials, and which claims are sitting in limbo past standard processing windows. Turn anecdotal frustration into systematic data.
No insurance billing jargon. Oswald tells your team exactly what's wrong, how much money is at stake, and what action to take. "This claim needs a corrected claim form. Expected recovery: $150. Priority: High."
Automatic alerts when claims hit 30, 60, or 90 days without payment. Prioritized by dollar value so your team focuses on the biggest recoveries first, not just the oldest claims.
Your bookkeeper shouldn't be spending 25 hours a month on data entry and reconciliation. Oswald automates the grunt work — bank reconciliation, deposit matching, chart of accounts management — and delivers real-time financial dashboards that actually reflect how dental practices operate.
Oswald matches every bank deposit to the corresponding PMS transactions automatically. Insurance EFTs, credit card batches, CareCredit deposits — all reconciled without manual lookups.
Pre-mapped to dental practice benchmarks. Lab fees, continuing education, hygiene supplies, associate compensation — categorized correctly from day one.
Production vs. collections, payer mix analysis, provider productivity, overhead by category — all updated daily, not assembled manually at month-end. Built for owners, not CPAs.
Automatically calculates associate compensation against collections by provider, verifies guaranteed minimums, and flags discrepancies. No more spreadsheet math every pay period.
Logs into CareCredit, Sunbit, and other financing portals, matches batch deposits to patient accounts, accounts for merchant fees, and posts everything to QuickBooks automatically.
All the KPIs your fractional CFO or accountant needs — production, P&L vs. budget, cashflow, provider-level profitability — generated automatically. Close goes from 2 weeks to 2 hours.
You're doing $800K–$1.5M in collections. Your office manager handles billing, your bookkeeper comes in twice a month, and you're tired of flying blind between month-end reports. Oswald gives you the financial intelligence of a 10-location group without the overhead.
You're doing $1.5M–$3M in collections. You have a dedicated billing coordinator and a part-time bookkeeper or fractional CFO. Oswald turns your team into specialists — your biller catches underpayments like a 20-year veteran, and your bookkeeper focuses on strategy instead of reconciliation.
Give you dashboards and reports but leave you to figure out what they mean and how to fix problems. You still need a specialist to interpret the data.
Combines AI-powered software with dental finance expertise. We don't just show collections are down 12% — we tell you Blue Shield underpaid perio maintenance codes in 18 claims totaling $4,200, and here's the appeal template.
Are built for 50+ location DSOs with dedicated finance teams. Overkill for a 2-provider practice — and priced accordingly.
Purpose-built for 1–5 location independent practices. Enterprise-grade financial intelligence at a price point that makes sense when you're doing $1M in collections, not $50M.
80% of their time on data entry and reconciliation, 20% on advisory.
Those percentages flip. The software handles the grunt work. Your bookkeeper or fractional CFO spends their time on payer negotiations, associate comp optimization, and growth strategy.
Early access is open for dental practices, fractional CFOs, and dental-specialized accounting firms. Rolling enrollment for practices in California, Texas, and Florida.
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