Getting started
1 of 5 done
- Import your first P&L
- Review your account mappingReview mapping
- Close your first gapSee the top gap
- Connect QuickBooks so it updates automaticallyConnect
- Invite your team or consultantInvite
Your coach
You are $469,200 in the black for 2025. Labs is overspending by about $50,400 a year, so start there. Open full analysis
January to December 2025
$83,400 is costing you every year.
6 categories run over benchmark, worth $100,800 if you close them all. Netted against the 2 categories running under benchmark, your total expense gap is $83,400.
The one thing to do next
Start with Labs.
$50,400
That is what Labs is overspending. It runs at 9.2% of revenue against a 5.0% benchmark.
Where the money is
Ordered by the dollars you can recover.
- Over benchmark
$50,400
overspent this year
$110,400 spent, 9.20% of revenue against 5.00%
- Over benchmark
$19,200
overspent this year
$91,200 spent, 7.60% of revenue against 6.00%
1 account to review - Over benchmark
$13,800
overspent this year
$37,800 spent, 3.15% of revenue against 2.00%
3 accounts to review - Over benchmark
$11,400
overspent this year
$23,400 spent, 1.95% of revenue against 1.00%
1 account to review - Over benchmark
$4,800
overspent this year
$16,800 spent, 1.40% of revenue against 1.00%
- Over benchmark
$1,200
overspent this year
$37,200 spent, 3.10% of revenue against 3.00%
- On target
Nothing to recover
at benchmark
$70,800 spent, 5.90% of revenue against 6.00%
- On target
Nothing to recover
at benchmark
$343,200 spent, 28.60% of revenue against 36.00%
| Category | Spend | Percent of revenue | Benchmark | What you could save | Do this |
|---|---|---|---|---|---|
Over benchmark | $110,400 | 9.20% | 5.00% | $50,400 | |
Over benchmark1 account to review | $91,200 | 7.60% | 6.00% | $19,200 | |
Over benchmark3 accounts to review | $37,800 | 3.15% | 2.00% | $13,800 | |
Over benchmark1 account to review | $23,400 | 1.95% | 1.00% | $11,400 | |
Over benchmark | $16,800 | 1.40% | 1.00% | $4,800 | |
Over benchmark | $37,200 | 3.10% | 3.00% | $1,200 | |
On target | $70,800 | 5.90% | 6.00% | None | |
On target | $343,200 | 28.60% | 36.00% | None |
Cash flow through the year
Your accounting totals
Revenue
$1,200,000
Expenses
$730,800
Net income
$469,200
Net margin
39.1%
-0.9% against 40.0%
Latest imports
dental-practice-pl-2025-quickbooks.xlsx
Sep 16 2026, 588 records, January to December 2025
Completeddental-practice-pl-demo-2025-tidy_1.csv
Sep 16 2026, 0 records, January to December 2025
FailedThis file doesn't have monthly columns. We need at least one column per month (for example "Jan 2025") to import. Re-export from QuickBooks with Reports, then Profit and Loss, then Customize, then Display columns by: Month, and upload the new file.
Fix and retry