Insights
/mo · annually
+$199 one-time setup fee
Best for:
Practices and partners looking for novel insights.
Live PMS + QuickBooks sync
Payor Impact Dataset
Procedure Profitability Dataset
Provider Contribution Dataset
Expense Structure Dataset
Get Insights
Guided
/mo · annually
+$299 one-time setup fee
Best for:
Practices and partners looking to measure their performance across multiple locations.
Everything in Insights, plus:
Fee Schedule Analysis
Performance Index
Spending Benchmarks
Rate Benchmarks
Get Guided
Interpretation
/mo · annually
+$399 one-time setup fee
Best for:
Practices that want AI analysis, clear next steps, and a roadmap for growing profit.
Everything in Guided, plus:
Profit Path
Workspaces & Reports
Profit Drivers
Targets
LiveDocs
AI-Driven Fee Negotiation
Most popular
Get Interpretation
Your data stays yours
Bank-grade encryption in transit and at rest. Clear ownership: export or delete anytime, no lock-in.
The foundation — in every plan
PMS + QuickBooks sync
Documents & Contracts aggregation
Live profit metrics
35+
35+
35+
Payor Impact Dataset
What each payor actually pays you — and what they cost you.
Procedure Profitability Dataset
Margin per procedure, not just production volume.
Provider Contribution Dataset
Each provider’s real contribution to practice profit.
Expense Structure Dataset
See how your production becomes profit, after adjustments, procedure costs, and overhead.
Guided onboarding
Benchmarking and Performance
Fee Schedule Analysis
Track every payor's fees, code by code, over time.
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Performance Index
Your practice, benchmarked against peers.
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Profit Path
A step-by-step roadmap of what to do next and what each step is worth.
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*Fee Negotiation
Better rates built from your data.
PULSE picks which payors to negotiate next, and when.
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Next Action
Your next best move, with the AI analysis behind it.
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Targets
The right codes to negotiate, payor by payor, with a target rate for each.
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LiveDocs
AI reads your provider agreements and turns them into data you can act on.
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Support
Priority
Priority
No waiting. We connect to your practice, map your data, and have your dashboard live with real findings, usually within twelve business days.
1
Day 0
Select Insights, Guided, or Interpretation based on how deeply you want to engage with your practice data. Complete the setup form.
2
Day 1–3
Connect your data sources
We support Dentrix, Eaglesoft, Open Dental, QuickBooks, QB Online and others. The connection takes under 30 minutes and needs minimal IT support. It is the most critical step.
3
Day 3–6
Data mapping & metric population
After connecting, your data imports automatically and settings are configured to match your practice. Just answer a few questions about your accounts, contracts, and team.
4
Day 7–14
Platform finalization
When your platform is ready, you will hear from our team or your trusted advisor. Explore your data, set up notifications, then pick one lever to pull toward a more profitable practice.
Frequently asked questions
Everything owners and partners ask before booking a demo. Still curious? Ask for a free analysis.
What is ProfitSocket?
ProfitSocket is an AI-directed profit operating system for dental practices. We reduce the effects of insurance adjustments, eliminate insurance dependency, and grow profit across payors, providers, procedures, and expenses.
How is ProfitSocket different from my practice management software?
How is ProfitSocket different from other office analytics software (Dental Intel, Jarvis, etc.)?
Can ProfitSocket help me renegotiate fee schedules or drop a payor?
What systems does ProfitSocket connect to?
How do dental CPAs, consultants, and other partners use ProfitSocket?
What are Workspaces?
