Overview
Medfin is an AI powered business intelligence platform. We work with dental groups and clinics to provide them with up to date analytics/metrics across all their disperate data sources - from practice management systems, to accounting and CRM platforms.
Our goal is to make every dental practice more profitable, more valuable, and more data-driven — using the power of AI. The platform provides a wide variety of metrics across production, patients, NHS, treatments and practitioners, so you have all the data you need at your finger tips to make the best decisions for your clinic.
Medfin + Xero
Once Medfin is connected with your Xero account, Medfin syncs your Xero data for accounts, organisations, journals, invoices, and tracking categories each evening and runs calculations to provide you with up-to-date metrics on your dental clinic performance and profitability. Other features include, pulling invoices related to dental lab spend so it can be processed and categorised by AI on platform.
Getting started
Once you sign-up, a member of the Medfin team will reach out to better understand your requirements and answer any questions you might have. If you are happy to go ahead and get set up, you'll be invited to an onboarding page, where we guide you to connect your PMS, fully connect your Xero account, setup your plan provider (optional) and configure your platform.
