Now with AI-powered virtual CFO

Stop flying blind.
Run your practice
by the numbers.

Most dental practices don't know their true cost per patient, which providers are profitable, or where revenue is leaking. Jeeve gives you the answers, the tools, and an AI agent that acts on them.

Trusted by dental groups across Australia
Good afternoon, Dr Smith
Monday 24 March 2026
10
Actions Pending
$197K
Revenue at Stake
4
Alerts
$
Unbooked Treatment Plans - 16 Patients ($24,400)
Follow-up ready to send
Steven Gerrard - Production Record
Personal best, recognition email drafted
Dental Ceramics - Lab Fees Up 12%
Request updated pricing email drafted
!
Cash Flow Warning - June projected tight
Budget review recommended
Approve All Actions
Review List
Just now
3 leads converted
📈
Morning Huddle
18 patients today
AI Agent
$18K revenue found

Integrates with the PMS and accounting tools you already use

See what Jeeve can do for your practice

A quick walkthrough of how Jeeve Engage helps dental practices track KPIs, run morning huddles, and grow revenue.

Two products. One platform.
Zero guesswork.

Analytics, automation, and AI intelligence to see how your practice is really performing - plus a complete financial back-office that eliminates bookkeeping headaches.

Powered by AI

AI CFO
Built into Jeeve Engage

The financial clarity of a $150K/year CFO, built directly into your Jeeve Engage platform. AI-generated monthly reports, 12-month cash flow forecasting, cost optimization, and provider-level P&L analysis.

Monthly Reports Cash Flow Forecast Cost Optimizer Provider ROI Budget Tracking
Monthly Financial Report - Feb 2026
AI Generated
Revenue$184,200
EBITDA$52,800
Expenses$131,400
Free Cash Flow$38,600
AI Analysis: Strong month. Revenue up 12% YoY. Lab fees from Dental Ceramics rose 14% - recommend renegotiating. Cash reserves healthy at $92K (4.2 months runway).

Your practice runs 24/7.
Now your manager does too.

The Management Agent monitors your practice data around the clock and surfaces revenue opportunities, cost issues, and patient engagement actions. You just approve or dismiss.

💬

Re-engage Lapsed Patients

Identifies patients who haven't visited in 6+ months for re-engagement

💰

Recover Treatment Plans

Nudges patients with plans older than 2 weeks to book

⚠️

Flag Expense Increases

Catches supplier price hikes before they erode margins

🏆

Celebrate Providers

Sends recognition emails when associates hit personal bests

Good afternoon, Dr Smith
Monday 24 March 2026
10
Actions Pending
$197K
Revenue at Stake
4
Alerts
$
Unbooked Treatment Plans - 16 Patients ($24,400)
Follow-up ready to send
Steven Gerrard - Production Record
Personal best, recognition email drafted
Dental Ceramics - Lab Fees Up 12%
Request updated pricing email drafted
!
Cash Flow Warning - June projected tight
Budget review recommended
Lapsed Patients - 34 not seen in 6+ months
Re-engagement campaign ready

Built by people who understand
dental business

Over 10 years of dental industry experience baked into every feature. We know the difference between production and collections, and why your morning huddle matters.

Owner's Dashboard Live
$184K
Revenue
94%
Utilisation
47
New Patients

Six Dashboards, One Login

Owner's desk, clinician analysis, front desk, follow-ups, marketing ROI, and financial health. Every KPI that matters, updated in real time.

Morning Huddle Mon, 24 Mar
🔴 Sarah M - overdue recallCall
🟠 James C - plan pending$5,200
🟢 18 patients booked today

Morning Huddle

Start every day knowing who needs follow-up, what production targets look like, and where the team should focus. A daily playbook for your whole clinic.

Dr Sarah Chen
Production$42.8K ↑
vs clinic avg+18%

Clinician Benchmarking

Give your associates the feedback they lost after dental school. Procedure mix, production trends, and anonymous peer comparison in real time.

Recall Campaign Active
847
Contacted
23%
Response
89
Bookings

Patient Re-engagement

Automated follow-up workflows that bring lapsed patients back. Target by treatment history, recall status, or last visit date.

Financial Health
Revenue$184,200
Expenses$131,400
EBITDA$52,800

Know Your True Profitability

Combine PMS production data with Xero accounting to see the real P&L of your practice, not just what your accountant tells you quarterly.

Clinic Comparison
🏢 Sydney CBD$184K
🏢 Parramatta$142K
🏢 Bondi$98K

Multi-Clinic Ready

Running two clinics or twenty, manage them all from a single login with role-based access. Compare performance across your group instantly.

Trusted by leading dental practices

From single-chair practices to multi-location groups, Jeeve powers dental businesses across Australia.

Coastal Dental Our Dental Group My Implant Dentist Oasis Dental My Dentist Network Glo Dental QDC Westfund Coastal Dental Our Dental Group My Implant Dentist Oasis Dental My Dentist Network Glo Dental QDC Westfund

Don't take our word for it

★★★★★
"Jeeve gives clinics a competitive advantage. The Clinician Analysis enables site managers to run dental centres autonomously with minimal guidance from head office."
Naser Albabari
Naser Albabari
Chief of Dental Services, Australian Unity
★★★★★
"Most dentists fly blind managing their business. Jeeve made getting the figures easy and highlighted significant factors within the practice. Great help for business-minded dentists."
Mark Hassed
Mark Hassed
Dental Business Consultant
★★★★★
"[Replace] The Morning Huddle saves us 30 minutes every day, and clinician benchmarking has driven a 15% improvement in production across the team."
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[Client Name]
[Role], [Clinic Name]
★★★★★
"[Replace] Jeeve Pay eliminated 10 hours of bookkeeping every week. Service fees are automatic, everything reconciles, and it flows straight into Xero."
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[Client Name]
[Role], [Clinic Name]
★★★★★
"[Replace] The AI CFO reports are incredible. Full financial breakdown on the 1st of every month with actionable recommendations. The cash flow forecasting alone has been worth it."
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[Client Name]
[Role], [Clinic Name]
★★★★★
"[Replace] As a multi-site operator, I see every clinic's performance at a glance. The follow-up system caught $40K in lapsed patients in the first month."
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[Client Name]
[Role], [Clinic Name] (3 locations)

Replace [bracketed] placeholders with real client names, roles, quotes, and headshot images

Ready to see what your practice is really doing?

Book a 20-minute demo and we'll show you insights about your practice you've never seen before.

Book a demo or
ask us anything

We'll show you insights about your practice you've never seen before. Most demos take about 20 minutes.

📧
Email
support@jeeve.com.au
📅
Book directly
Request a Demo

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