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Business Intelligence
Get paid faster, grow smarter
Automated billing that connects treatment to payment, plus AI-powered analytics that reveal where your revenue is hiding.
30%
Faster collections
95%
Claim acceptance rate
$0
Hidden fees
Billing & Payments
Treatment to invoice to payment — automatically
Invoices generated from treatment records. No double-entry, no manual work.
Auto Invoices
Card & ACH
Insurance Claims
Payment Plans
Wellness Plans
Financial Reports
Invoice #INV-2024-0142
Paid
Bill To
Sarah Johnson
Patient: Max (Golden Retriever)
Date
Feb 4, 2024
| Service | Amount |
|---|---|
| Annual Wellness Exam | $75.00 |
| DHPP Vaccination | $32.00 |
| Heartworm Test | $45.00 |
| Heartgard Plus (6 mo) | $65.00 |
| Total | $217.00 |
Paid via Visa •••• 4242
Payment received
$217.00 • Just now
Insurance Claims
This monthLuna
Trupanion
$342.00
Approved
Buddy
Nationwide
$187.50
Pending
Bella
Embrace
$523.00
Approved
Insurance Integration
Simplified insurance claims
Submit claims directly to major pet insurance providers. Track status and receive reimbursements faster.
- Direct submission to Trupanion, Nationwide, Embrace & more
- Auto-populate claim forms from treatment records
- Real-time status tracking and notifications
- Direct deposit reimbursements
Analytics & Reporting
Data-driven decisions
Real-time dashboards and reports that give you complete visibility into performance.
Revenue (MTD)
$48,230
+12%
Appointments
847
+8%
No-Show Rate
4.2%
-15%
Avg Transaction
$187
+5%
JanFebMarAprMayJunJulAugSepOctNovDec
Revenue Opportunities
12 detected
Vaccination
$85Max (Golden Retriever)
DHPP booster overdue by 3 weeks
95%
Diagnostic
$220Luna (Siamese)
Senior panel recommended
88%
Dental
$450Charlie (Beagle)
Grade 2 dental disease noted
92%
AI-Powered
Revenue Intelligence
AI automatically detects revenue opportunities — missed vaccinations, overdue diagnostics, lapsed preventatives — each with confidence scoring.
- Vaccination reminders
- Diagnostic recommendations
- Preventative care gaps
- Dental assessments
- Senior wellness panels
- Follow-up scheduling