Connect operational records with billing and practice finance. Reconciliation tools help you expose unexplained differences and turn them into a clear review process.
Reconciliation calculators
CRM-to-Billing Revenue Leakage Calculator
Reconcile eligible CRM value against invoices, separate legitimate exclusions and model annual recovery scenarios.
Dental Production & Payroll Reconciliation Calculator
Compare dental payroll with your chosen production or collection target and inspect monthly reconciliation differences.
Law Firm Intake Automation ROI Calculator
Model intake automation time savings, incremental matter contribution, first-year ROI and setup payback.
Prepare the data before calculating
Align customer or transaction identifiers, reporting periods, currency, and adjustment rules. Record known exclusions separately. Keep a trail from the modeled totals back to the source records.
Investigate the signed variance
A positive gap and a negative gap can point to different issues. Review duplicates, unmatched transactions, late invoices, and credits. Do not annualize a short period until you understand its seasonality and cutoff effects.