Software, not a person
Finance Officer (software)
Reads your P&L and bank file in seconds, turns your bank file into a monthly profit-and-loss, ranks the money moves by dollars.
Practice CEO / For every practice
Drop in last month's reports. See the three changes worth the most money.
Three software officers (Finance, Operations, Marketing) read your reports and show the three moves to look at this month. Free.
Your files are read in your browser.
Sample office. Invented numbers.
Finance Officer (software) · sample month
Your pay was found inside wages, so staff cost reads 28.6%, in range. Three money moves: supplies coding, card fees and a loan question.
Overhead63.8%In range · usual 55 to 65%
Team28.6%In range · usual 24 to 30%
Lab8.0%In range · usual 5 to 10%
Collections a monthOct 2025 to Sep 2026, Maple Street (invented)
Sep $85,300
Top action this month
Check how supplies are coded, then get quotes
How it works
Three steps, any day you ask.
01
Drop in reports
Your P&L, a bank file and your practice software's reports, as PDF, Excel or CSV. No typing, no bank login.
02
Read the page
Each officer writes one page: what it read, what changed since last month, and what it would do. Every range shows where it comes from.
03
Do the three
The top action from each officer, with the steps, what to say at the huddle and a message to text the team. Tick them off; next month you see what moved.
Your three officers
Software, not a person
Operations Officer (software)
Reads your practice software's reports, writes the huddle and the plan, and hands the team the script.
Software, not a person
Marketing Officer (software)
Shows how the world sees you, builds the review habit, and counts what each new patient cost.
Your training taught you the work. Nobody mentioned the finance firm, the consultant, the bookkeeper and the marketing agency you'd be paying to run the rest.
The face behind the officers
I built an AI team to run my own business. Here's the same team for your practice.
- Your files are read in your browser.
- Practice CEO is an AI coach. It reacts to the numbers you enter. It is not a lawyer, CPA or licensed adviser, and you stay in charge of every decision.
- Not affiliated with any software vendor.
Questions owners ask
What does it cost?
Everything is free right now, and nothing can be bought today. Paid plans may start later; the planned price for one practice is $49 a month, the office manager seat is free and extra team seats are planned at $9 a month each. See price and plans.
Which reports do I drop in?
The ones you already print each month: your profit and loss, a bank CSV and your practice software's month-end reports, as PDF, Excel or CSV. Nothing connects to your bank or practice software. Which reports to export.
Does it work on a phone?
Yes, the site works in a phone browser, and you can save it to your home screen from there. If you would rather not choose files on a phone, open the sample month to see a finished result first.
Is there a year-end checklist?
Yes. There is a free year-end checklist of questions to ask your CPA, and a 2027 planner. Both are in the footer. Open the year-end checklist.