From Spreadsheets To Xero: Building A Modern Dental Finance Stack

We share a practical finance playbook for dental clinics, from moving to cloud accounting to adopting accruals, daily bookkeeping, and metrics that drive better decisions. We also preview an AI-driven dashboard that unites PMS, accounting, and marketing data.

• choosing Xero as the bookkeeping core and retiring spreadsheets
• using HubDoc or similar for receipt capture and digital invoice flow
• configuring bank feeds and batch payments to save hours
• selecting a cloud PMS and reducing data silos
• adopting accruals instead of cash accounting for clarity
• tracking hourly rate, new patients, cancellations and NHS run rates
• forecasting tax and cash flow each month
• setting roles for manager, bookkeeper, accountant and fractional CFO
• keeping separate Xero files per practice for group operators
• migrating data cleanly and establishing approvals at scale

If anyone's interested, just please fill in this form, and then one of the team or myself will reach out to you in coming weeks and days to discuss. Drop me an email: urin at samera.co.uk

If you require any help, don't hesitate to reach out to the Samera team at www.samera.co.uk. We are all here to help you!

Thank you,

The Samera Team