Dental finance platform
Every associate statement, traceable to the patient payment behind it.
Balansa connects to your practice management system and runs the whole financial side of a dental group: associate pay, chair profitability, AI bill pay, reception recalls and an audit-grade ledger. One login for the group, a separate ledger for every site.
Your group gets its own address, e.g. balansa.co.uk/flex.
- Cash-basis
- Pay follows the payment, not the invoice
- Per chair hour
- Profitability down to the room and session
- AI read
- Supplier and lab invoices coded automatically
- Locked months
- Approved periods that cannot silently move
Four systems your group is probably running in spreadsheets
Balansa replaces the pay spreadsheet, the profitability workbook, the invoice inbox and the recall list — and keeps them all on the same data.
Associate pay on cash collected
Effective-dated pay rules, lab and material deductions, approval and lock — July work collected in August pays in August, and the statement still shows the July date.
- Percentage, UDA and fixed-rate rules per practitioner
- Lab and material recharges split correctly
- Approve, lock and re-open with a full trail
Analytics that reach the chair
Profit per chair hour, utilisation and lost time — the numbers a practice manager can actually act on this week.
- Profit and revenue per chair hour, per room
- Utilisation heatmaps by day and session
- Lost time from cancellations and FTAs, costed
Bill Pay with AI invoice reading
Supplier and lab invoices read, coded and routed for approval, then paid in one bank-ready run.
- AI extraction of supplier, date, VAT and totals
- Approval thresholds and duplicate detection
- Bulk payment runs with bank-ready export
Reception recalls and reactivation
Patients overdue a check-up or sitting on an unfinished plan, surfaced daily with one-click WhatsApp outreach.
- Duplicate patient records merged on name and DOB
- Pre-filled WhatsApp messages, no copy-paste
- Chase history so nobody is messaged twice
Everything else in the box
Practice management sync
Connect Dentally with your own API key. Patients, appointments, treatments and payments sync incrementally.
Immutable ledger
Every allocation is a ledger entry. Nothing is edited in place, so a statement can always be traced to source.
Treatment-level margin
AI categorises treatments and plan providers so you see which clinical work actually earns.
Month-end that closes
Generate statements for every associate, review exceptions, approve and lock the period in one pass.
Exception queue
Unmatched payments, missing pay rules and orphaned treatments surface before they reach a statement.
Exports your accountant wants
Bank-ready payroll CSVs, statement PDFs and per-practice ledger exports.
Roles from owner to reception
Group owner, practice manager, associate and reception — reception never sees financial data.
Multi-site by design
One login for the group, a separate ledger and P&L view for every practice inside it.
AI monthly commentary
A written summary of what moved, what slipped and where the money went, every month-end.
One platform, four views
Everyone works from the same numbers, but nobody sees more than their role allows.
Group owner
Group-wide P&L, practice comparison, pay approvals, integrations and user management.
Practice manager
Their site's chair profitability, bills, exceptions and month-end close.
Associate
Their own statements, the payments behind them and every deduction line, self-serve.
Reception
Recall lists and WhatsApp outreach only — financial tables are blocked at the database.
From key to first pay run
- 1
Connect your practice system
Paste your Dentally API key in Settings → Integrations. It is verified, stored per group and never readable from a browser.
- 2
Map practices and practitioners
Match each site and clinician, set pay rules with effective dates, and import historic activity.
- 3
Run a parallel month
Generate statements alongside your current process, clear the exception queue and compare the two.
- 4
Approve, lock and pay
Lock the period, export the payroll file, and pay bills in the same run. Everything stays traceable.
Audit-grade by default
- Row-level security — a group can only ever read its own data
- Immutable ledger entries with a full audit log of who changed what
- Locked periods that cannot be silently re-stated
- Invite-only accounts, no public sign-up
- API keys encrypted server-side and never exposed to the browser
- UK data handling, built for practice and patient confidentiality
Simple pricing
Per practice, per month
£200
- Analytics and chair profitability
- Bill Pay with AI invoice reading
- Reception recalls and reactivation
- Immutable ledger, audit log and exports
- Unlimited users and roles
Associate pay add-on
Onboarding from £1,500
Includes data mapping, pay rule setup and a guided nine-step onboarding so your first month-end runs clean.
Talk to usCommon questions
Does it replace our practice management software?
No. Balansa sits on top of it. Dentally stays the clinical system of record; Balansa turns its data into pay, profitability and payments.
How does cash-basis pay actually work?
Pay follows the payment, not the invoice. Work done in July but collected in August is paid in the August run, while the statement still shows the July treatment date.
Can associates see each other's numbers?
Never. Associates only see their own statements, and reception staff see no financial data at all.
How long does onboarding take?
Most groups are running a parallel month within two weeks, including data mapping and pay rule setup.
See your group's numbers properly.
We set your group up, connect your data and run a parallel month with you.