Bank Statement Converter for Orthodontists

Orthodontists and orthodontic practice owners can convert bank statement PDFs to Excel or CSV to document patient payment plan deposits, insurance reimbursement income, in-house financing collections, and Invisalign and clear aligner product revenue. Essential for orthodontic practice acquisition financing, DSO (Dental Service Organization) buy-in documentation, and physician mortgage applications.

Key Benefits

• Documents patient payment plan and in-house financing deposit collections
• Exports orthodontic insurance reimbursements for practice revenue verification
• Shows Invisalign and clear aligner product revenue deposits
• Works with all major bank PDF formats for dental and orthodontic practice accounts
• 24-month export for orthodontic practice acquisition and DSO partnership loans

How It Works

1. Step 1: Upload your orthodontic practice bank statement PDFs
2. Step 2: Select Excel output
3. Step 3: Identify insurance reimbursements, patient payments, and product revenue deposits
4. Step 4: Calculate total and recurring revenue for practice acquisition lender underwriting

Frequently Asked Questions

How do orthodontic practice acquisition lenders use bank statements?

Orthodontic practice lenders (Bank of America Healthcare, TD Bank, Live Oak Bank) cross-reference bank deposits against PMS (practice management software) production reports. Export 24 months of bank statements to Excel and compare monthly deposit totals against your PMS collections figures. Orthodontic practices with high in-house financing balances may show bank deposits lower than production — document the in-house receivables separately to show true practice economics.

Can orthodontists use bank statements for DSO equity partnership buy-in loans?

Yes. DSO partnership buy-ins typically require $100K–$500K in financing. Lenders review personal bank statements alongside the orthodontic practice tax returns. Export personal bank statements to Excel to show liquid assets for the equity contribution and income streams sufficient to service the buy-in loan. Orthodontists with multiple associate positions or practice ownership stakes should export from each income source account.

Convert Orthodontist Bank Statement Free