Comparison
Dashboards show what happened. AI CFO connects what to do next.
Medfin is a strong standalone dental financial analytics tool. dentorb AI CFO sits inside the operating layer that helps create the result — calls, leads, bookings, patient journeys, payments and team workflows.
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September pay run
11 team members · 1,642 hours
Built for UK dental practices · 10 areas, one login
Dentorb vs Medfin
Standalone dental financial analytics. Dentorb is one system built around how a dental practice actually runs.
Medfin
- Cashflow signals: limited
- No lead-source → booking → revenue attribution
- No marketing ROI tied to actual booked treatment value
- No chair utilisation tied to rota & diary gaps
- No debtors tied to patient follow-up workflows
- Every area of a UK dental practice in one login: people, compliance, finance, CPD, stock, growth and front desk
- CQC-ready records: audited messaging, signed-off meetings and dated compliance checks
- Self-service My Portal for every nurse, clinician and manager
- Growth tools built in: leads pipeline, recalls, email/SMS and unified inbox
- Dentorb AI coming at launch to prepare the work for your manager
Answers
Frequently asked questions
Is this trying to replace Medfin?
No. Medfin is a strong standalone dental financial analytics tool. dentorb AI CFO is for owners who'd rather have financial intelligence connected to the operating layer — calls, leads, bookings, patient journeys, payments and team workflows — instead of a separate dashboard.
Does AI CFO replace my accountant?
No. AI CFO supports management visibility and decision-making. It does not replace your accountant, bookkeeper or regulated financial adviser. Outputs should be reviewed before being used for formal tax, accounting, lending or investment decisions.
Which plan includes AI CFO?
Basic Owner KPIs are included from Starter. Full AI CFO is included in Growth. Multi-site AI CFO is available as advanced / POA capability.
Which systems does it connect to?
Dentally is prioritised first, with SOE/EXACT and R4-style environments planned. Accounting (Xero planned), payment, plan provider and marketing data connectors are added where available.
Can it actually track EBITDA, margins and associate profitability?
Yes — where the required revenue, cost, clinician and accounting data is connected and reliable. We're explicit about where source data is needed so owners can see exactly what is and isn't supported in their setup.
Compare
Why dental practices choose Dentorb over Medfin
The head-to-head first, then every feature across the whole Dentorb platform.
| Medfin | ||
|---|---|---|
| Head-to-head · Owner financial visibility | ||
Owner KPI cockpit | ||
Chair utilisation reporting | ||
Associate profitability | ||
Treatment margin views Where source data supports it | ||
EBITDA visibility Where accounting data is connected | ||
Debtors & outstanding balances | ||
Cashflow signals | Limited | |
Forecasting & target tracking | ||
| Head-to-head · Connected to the operating layer | ||
Lead-source → booking → revenue attribution | ||
Marketing ROI tied to actual booked treatment value | ||
Chair utilisation tied to rota & diary gaps | ||
Debtors tied to patient follow-up workflows | ||
Owner KPIs tied to team tasks & next actions | ||
AI insights tied to practical workflows, not just charts | ||
| Head-to-head · AI & natural-language | ||
Ask-AI-CFO natural-language questions | Limited | |
Profit-leak alerts (margin, gaps, missed opportunities) | Limited | |
Plain-English monthly owner growth review | ||
90-day growth roadmap recommendations | ||
| Head-to-head · Wider dentorb platform | ||
Private growth: lead CRM, recalls, reactivation | ||
Team rota, HR, payroll exports | ||
CQC compliance pack & policies | ||
| Head-to-head · Data sources | ||
Dentally SOE/EXACT and R4 planned | ||
Accounting (Xero planned, where available) | Planned | |
Payment & plan provider data | Where available | |
Marketing & lead data | Limited | |
Call & inbox data | ||
Rota & team data | ||
| Head-to-head · Governance | ||
Human review & audit trails | ||
Source visibility on every metric | ||
Role-based access (clinical vs admin vs owner) | ||
No autonomous financial decisions | ||
| People | ||
Rota, leave & overtime Plan shifts, approve leave, track overtime | Not confirmed | |
My Portal Self-service hub for every staff member | Not confirmed | |
To-do & tasks Assign tasks that land in each person's portal | Not confirmed | |
Compliant messenger Audited team messaging built for CQC | Not confirmed | |
| Meetings & Culture | ||
Meetings & 1:1s Recorded, summarised and e-signed | Not confirmed | |
Anonymous Voice Let staff raise things safely | Not confirmed | |
Leaderboards & KPIs Monthly team rankings that celebrate progress | Not confirmed | |
| Compliance | ||
Staff compliance & training Mandatory training and documents tracked | Not confirmed | |
Practice compliance Policies, audits and checks in one place | Not confirmed | |
Compliance news Latest CQC and GDC updates | Not confirmed | |
| Finance | ||
Pay engine Staff payroll and dentist pay, calculated | Not confirmed | |
Debt chasing See and recover outstanding balances | Not confirmed | |
Membership plans Run your own practice plans | Not confirmed | |
| CPD Suite | ||
CPD Learning Centre 100+ hours of CPD for all staff | Not confirmed | |
PDP assigning & tracking Personal development plans for every clinician | Not confirmed | |
Mandatory training by role Courses for nurses, dentists and managers | Not confirmed | |
Self-service learning Staff learn and log CPD themselves | Not confirmed | |
| Cloud Files | ||
Files & before/afters Tagged TCO photos by treatment | Not confirmed | |
| Stock & Equipment | ||
Inventory & equipment Stock, equipment, who has what | Not confirmed | |
| Growth | ||
Organic growth Google profile, SEO, reviews, social, content | Not confirmed | |
Paid ads Google and Meta ads performance | Not confirmed | |
Email & SMS marketing Campaigns, automations and recalls | Not confirmed | |
| Front Desk | ||
Unified inbox Calls, email, WhatsApp, chat in one place | Not confirmed | |
Leads pipeline Turn enquiries into booked patients | Not confirmed | |
Recalls Automated recall workflow | Not confirmed | |
| Dentorb AI | ||
Medfin column based on publicly available information. "Not confirmed" means we couldn't verify it from Medfin's own materials. Spotted something wrong? Let us know.
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