Practice OS
Product
Platform overviewThree viewsAnalytics & financialsRevenue, A/R & payorsAccounting & taxPortfolio view
Who it's for
Independent practicesMSOs & groupsIntegrationsPricingSecurity
Account
Sign in Book a demo

Integrations

What we read today - and what we do with it.

This page lists only integrations that exist. Each entry names the data that flows and what the platform does with it. When a new source ships, it appears here - not before.

SourceHow it connectsWhat flowsWhat it powers
QuickBooks OnlineOAuth connection you authorize; scheduled pulls P&L, balance sheet, cash flow, general ledger Financial statements, expense drill-downs, close reconciliation, the tax desk
EZ Derm (EMR)The practice's own report exports, uploaded Charge lines, appointments, pending sign-offs Collections vs charges, provider productivity, A/R aging, payor performance
GustoOAuth connection; payroll and contractor exports Payroll runs, contractor payments Team & payroll views, expense reconciliation
Other EMRs & HR systemsGuided file ingest - format detected from content, confirmed before load Tabular exports (CSV, Excel, text) The same charge, appointment and payroll views, from whatever your system exports

Connections are authorized by you, read-only toward your ledger, and every load passes ingest gates - counts, coverage, freshness - before it reaches a dashboard. Disconnecting purges the pulled reports, including our durable copies.

Run a different stack?

Tell us what your systems export - the guided ingest reads most tabular formats.

Book a demo