Medfin

🚀 Introducing Custom Dashboards in Medfin Every practice is different, so your dashboard should be too. You can now: • Create your own dashboards in minutes • Start from a template, use Finley, or build from scratch • Choose the metrics and charts that matter most • Share dashboards with specific team members or roles • Set your favourite dashboard as your default home view Whether you're a practice owner, practice manager or receptionist, everyone can have a view tailored to what they need to see. Not sure where to start? Just describe what you want to see in natural language and Finley will build it for you. Need to make changes? Simply ask. See it in action 👇

Medfin is partnering with Henry Schein Dental UK. Dentistry has not been lacking in clinical innovation. But the operational & financial side has been stuck in the past. At Medfin, our mission is to change that. We are building the financial operating system for the dental industry: the toolkit a dental business needs to run profitably, all in one place. Henry Schein, the largest dental distributor in the world, is now bringing it to market as part of their Business Solutions programme. We're proud to be launching this partnership, and to accelerate our mission by reaching even more practices across the UK. Check out Medfin's listing on the Henry Schein website via the link in the comments 👇

We're excited to welcome Manjoot to Medfin as a Software Engineer! 🎉 Our co-founder, Matthew built Greenworkx with him, where Manjoot was a founding engineer building a product from the ground up. So we already knew the bar he sets — and he's already proving it, speeding up how fast we ship product. Manjoot also builds healthtech in his spare time — not for work, just because he cares about healthcare. Now he gets to do it full-time, as we build towards our vision of a financial operating system for the dental industry. Welcome to the team, Manjoot!

⚡ Practices can now pay their bills directly in Medfin. No paying invoices one by one, no re-keying into your accounts, no guessing where the money went. What this means for your practice: • Pay every invoice for the month in one bulk run, instead of by hand • Each payment syncs straight back into Medfin and your accounting software — no double entry, far less time on the books • AI reads every invoice as it lands, so you can see where money is going across your big spend buckets like labs and materials Bill pay is one more building block toward what we're building: a unified financial operating system for dentistry — every tool and datapoint you need to run a profitable practice. Want to see it in action? Book a demo via the link in the comments 👇

⚡ Medfin is now a certified Xero App Partner — live in the Xero App Store. Certified means Xero has reviewed and approved how Medfin connects to your accounts. It's an official, supported integration — not a workaround you wire up and maintain yourself. When you connect your numbers, it should be to a partner your accounting platform trusts. If you're a practice owner running on Xero, your accounting data now flows straight into Medfin. Here's why that matters. Your practice management software tells you what you billed and what you treated. It doesn't tell you what it cost to deliver. And without your costs, you can't see whether the practice is actually profitable. That half of the picture lives in your accounts. Now it's in Medfin too. With Xero connected, you can: • See your P&L inside Medfin — no exports, no spreadsheets • Track operating cost per surgery, per day • Measure the cost-based metrics that tell you whether a practice or site is profitable — not just busy The more data that flows into the platform, the clearer the picture gets. Find us in the Xero App Store, or book a demo — links in the comments 👇

Next week, a lot of the UK's dental group owners will be in Marbella. So will we. 🤝 DentalForum UK, 15–16 June, Don Carlos Resort — two days in a room full of the people we build for: UK dental group owners and DSO operators. Daniel and Hamish will be there for both days. If you run a group, here's what we'd happily spend 15 minutes on: • The real cost of running multi-site finances on spreadsheets or outdated power BI • A new suite of integrations pulling your PMS, accounting, CRM, plan and banking data into one place • Finley, our AI agent, reading it all and surfacing where the profit is hiding Medfin is the financial intelligence layer for your dental business. Marbella's a good place to show you what that looks like. Attending? Let's find a slot — drop a comment or message us directly.

Medfin now integrates with iplicit. Dental groups running iplicit as their accounting platform can now connect it directly to Medfin. No manual exports, no spreadsheets, no workarounds. Once connected, your clinics get: • Automated lab invoice capture, pulled straight from your iplicit documents • Profitability and EBITDA dashboards powered by your actual accounting data • Operating cost tracking configured at the account level • Everything scoped per clinic, with one set of credentials across your whole group If your group runs on iplicit and you want to see what Medfin looks like with your own data, get in touch via the link in comments.

Customer Spotlight: Kreate Dental Three practices. 55 staff. 25 clinicians. And before Medfin, almost 16 hours per practice, per month spent manually pulling data from their PMS into spreadsheets. Kreate's team was pulling reports from Dentally, dropping them into Google Sheets, and trying to build a picture of the business one spreadsheet at a time. By the time the data was ready, the month was already over. Decisions were always reactive, never proactive. Since onboarding with Medfin, that's changed. • Real-time visibility across all three sites. • Associates developed using treatment-level data that didn't exist before. • NHS underperformance caught and corrected before clawback. • Practice managers now running weekly meetings with live numbers instead of hunting for the right sheet. 🤝 A huge thank you to Mihir, Ravi and the whole team at Kreate. They backed us early, they've given us honest feedback from day one, and they've helped shape what Medfin is today. We don't take that for granted. 👇 Full case study over on our blog. Check it out in the comments below.

Live EBITDA tracking is now in Medfin 🎉 Until now, practice owners and group operators had one way to know their EBITDA: wait for year-end accounts. That changes today. Medfin now calculates your EBITDA automatically connected directly to Xero and your PMS, updated in real time. What you can see on the platform: • EBITDA and EBITDA margin • Last 12 months EBITDA • Rolling EBITDA trend over time • Monthly breakdown: a full P&L view by month, with revenue, cost of goods sold, operating costs, EBITDA and margin, with each line itemised and expandable No spreadsheets. No waiting. No manual calculations. If you run a dental group or practice and want to know your EBITDA in real time, this is for you. Book a call via the link in the comments.

We’re excited to welcome Padraig Alton to Medfin as our Data Lead! 🎉 Paddy joined in February and the progress we’ve seen has been incredible. He joined us from JustPark and Apolitical, where he was Lead Data Scientist building predictive models and analytics infrastructure at scale. He also led knowledge graph development in regulated industries and secured significant EU grant funding for a multi-year research project. Oh, and he holds a PhD in Astrophysics from Durham and Cambridge. We figured if anyone can make sense of complex, messy data, it’s someone with Paddy's background. Welcome to the team, Paddy!