Bank Statement Converter for Dental Offices

Dental offices and DSOs (Dental Service Organizations) need organized bank statement records for practice acquisition loans, insurance reimbursement reconciliation, and partnership buy-in documentation. Convert your dental practice bank statement PDF to Excel for comprehensive dental office financial analysis.

Key Benefits

• Exports insurance reimbursement deposits by payer (Delta Dental, Cigna, MetLife)
• Documents patient co-pay and cash collections alongside insurance payments
• Works with all major banks used by dental practices
• 12–24 month export for practice acquisition and DSO partnership loans
• CSV export for Dentrix, Eaglesoft, and Quickbooks Dental accounting

How It Works

1. Step 1: Upload your dental office bank statement PDFs
2. Step 2: Select Excel output
3. Step 3: Download and separate insurance deposits from patient co-pay collections
4. Step 4: Calculate average monthly net collections for practice loan underwriting

Frequently Asked Questions

What do dental practice lenders look for in bank statements?

Dental lenders (Provide, Bank of America Practice Solutions, TD Bank) analyze average monthly net collections — total deposits minus lab fees and supply payments — to calculate a production-to-collection ratio. Export 12–24 months to Excel, separate insurance deposits from co-pays, subtract recurring lab bills and supply costs, and calculate net monthly collections for the lender's DSCR worksheet.

How do DSOs use bank statements in acquisition due diligence?

Dental Service Organizations acquiring practices require 24–36 months of practice bank statements to verify revenue consistency, identify seasonal patterns, and validate insurance mix (percentage of fee-for-service vs. managed care). Export each month to Excel and summarize by insurance payer and cash collections for the DSO's financial due diligence package.

Convert Dental Office Statement Free