Insights
/mo · annually
+$199 one-time setup fee
Best for:
Offices and partners looking for novel insights.
Live PMS + QuickBooks sync
Payor Impact Dataset
Procedure Profitability Dataset
Provider Contribution Dataset
Expense Intelligence Dataset
Threshold Alerts
Tools: Calculator, Estimator, Auditor & Tracker
Get Insights
Guided
/mo · annually
+$299 one-time setup fee
Best for:
Teams looking to collaborate on practice performance and strategic decision-making.
Everything in Insights, plus:
Report Studio
List Reports
Fee Schedule Analysis
Performance Index
Get Guided
Interpretation
/mo · annually
+$399 one-time setup fee
Best for:
Progressive insights - using novel data and AI to grow monthly profit and practice value.
Everything in Guided, plus:
AI Agent
Chatbot
LiveDocs
Dynamic Reporting
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 Intelligence Dataset
Spending patterns benchmarked against comparable practices.
Threshold Alerts
Calculator, Estimator, Auditor & Tracker
Guided onboarding
Proactive AI alerts
PULSE flags anomalies before they show up in your P&L.
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PULSE AI chatbot, full access
Ask questions about your numbers in plain English.
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Guided discussion topics
Structured walkthroughs of the conversations that move profit.
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17
17
Financial glossary
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32 terms
32 terms
Report Studio
Build and brand your own report layouts.
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Dynamic Reports
Ready-made reports that update with your live data.
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20+
Quarterly interpretation touchpoints
A structured quarterly review of what changed and why.
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60-min onboarding session
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Team Collaboration & Workspaces
Shared decision rooms for owners, advisors, and staff.
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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 7–12
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? We’ll walk you through it on your own numbers.
What is ProfitSocket?
ProfitSocket is a profit operating system for dental practices. We show you not only how profit is made but help you sustain it 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?
