Both partners sign.
Each location shows its profit
Linden Dental runs two locations with two partners, an associate and a hygienist on contract, a locum when one is short, a practice manager and an outside accountant.
- Elm Street96,400 in · 71,900 out$24,500.00
- Riverside58,700 in · 51,300 out$7,400.00
- Naomi PricePartnerSigned
- Rafael OrtizPartnerNext
Team and space
A payment that matches a rule waits for sign-offs before it executes. Rules are checked top-down; the first match applies.
- People
- Signing
- Positions
- Security
- Connections
Approval rules
Ask- Mercury · OperatingOver $3,000 · two signatures · named signers1 rule
- Contract practitioners · October3 payouts · Kara prepared it · Naomi signed23,780.00 USD1 of 2 signed
- Elm Street Properties · November rentKara prepared it6,200.00 USD0 of 2 signed
- KMKara MillsPractice manager · prepares payments and billsNever signs
Team, Signing: one rule on the operating account, two partners over $3,000; October's contract pay signed by one partner and waiting for the other, the rent waiting for both.
Practitioners paid, both partners signing
Contract pay for the month in one batch, under each location, and a rule that asks both partners above $3,000.
Payments and batches in depth →Money
What waits for a signature, what cleared, and what went out.
- Transactions
- Accounts
- To pay
- Payments
- Cards
- Debts
Contract practitioners · October3
AskOver $3,000 needs two signatures · Kara prepared it · Naomi signed, Rafael next
- Dr. Sunita RaoElm Street · associate, 18 days14,600.00 USDPending
- Beth CarneyRiverside · hygienist, October5,280.00 USDPending
- Dr. Owen HaleRiverside · locum, 6 days3,900.00 USDPending
23,780.00 USD from Mercury · Operating
Dr. Rao worked eighteen days at Elm Street, Beth covered Riverside all month, Dr. Hale did six locum days. One batch on the sixth, each payout under its location, signed by both partners.
The authority map · who can move money, and what holds them
Naomi PricePartner · owner2 signatures
Rafael OrtizPartner · adminSigner
Kara MillsPractice managerNever signs
Over $3,000 both partners sign, and the rule reads the batch total.
Two locations side by side, their bills and the month
Each location's profit from its own rows, lab and supply bills filed under the location, a card for the small things.
Reports and tax in depth →The month
What the month adds up to, and every table this space can open.
- Reports
- For the accountant
- Taxes
- VAT
All reports
Ask- Profit & LossOctober · by project, as a tree
- Elm Street against RiversideSaved question · runs when openedSaved
- Cash forecastTwo lines · the last 90 days carried forward
Riverside opened last year and still feels thin. With its rent, its lab bills and the locum days counted against it, what did each location keep in October?
Northcrest Dental Lab · NL-902312,960
Northcrest Dental Lab · NL-902142,460
Summit Dental Supply · 1 of 31,875
Riverside Commons · rent4,800
Bills read off their paper and filed under their location, one statement of three invoices made three bills.
OrlaVirtual
4512 •••• •••• 7214
Elm Street suppliesKara MillsExpires09/29
A card per location with a ceiling; the receipt asked of whoever paid, reminders on the third and seventh morning.
Ready to close · 4 of 6
- ✓Every row has a categorydone
- ✓Every category and account has a codedone
- ✓No payment waits for a quorumdone
- ○Every expense has a receiptwon't block closing1 card charge without a receipt · Riverside
- ✓Bills of the month are paiddone
- ○Invoices of the month are paidNo invoices this month
A closing checklist with a door into each list: rows without a category, rows without an account code, rows without paper, payments without a quorum, and every invoice still unpaid at the close.
The assistant
Ask it why one location keeps less than the other
Two locations on one book: the composer reads each one's rows and names the lines that make the difference. The assistant in full →
- Reading October's rows by project
- Comparing the two locations
Riverside kept 7,400 on 58,700, Elm Street 24,500 on 96,400. Two of Riverside's rows stand out: Dr. Hale's six locum days, 3,900, and the lab, 2,960 against Elm Street's 2,460.
What it takes on
- A brief before you sign
- For a payment on your signature: who they are, what you paid them before, their risk, and how far this amount is from usual.
- The month as a checklist
- Everything that stops the close in one list with a box per line, and the last box closes the month.
- Receipts from the team
- Who is missing which receipt, and one Ask for receipts that sends each person their own list, with reminders on the third and the seventh morning.
Connections
Your bank pays,
the lab's bills arrive by mail
Practitioners are paid from your own Mercury or Airwallex, the bank feed reads every account, lab and supply bills come by mail to the space's own address, and the month leaves for QuickBooks or Xero.
- Plaid
- Mercury
- Airwallex
- Gmail
- QuickBooks
- Xero
- Slack
Who does what
Two partners sign,
the manager prepares
- PartnerSigns what crosses $3,000 with the other partner, and reads each location's profit.
- Practice managerPrepares the contract pay and the bills, runs the supply cards, asks for the missing receipts, and closes the month.
- Front deskCarries the location's supply card, sends the receipt photo, and never sees the bank.
- AccountantGets the month by location, and reads the closed period without changing it.
Control and trust
No partner spends the practice's money alone
- Two partners
- Over $3,000 both partners sign, and the person who prepared the payment is never one of the signatures.
- New details wait
- A practitioner paid before, on a bank account never used, is held until a second person confirms it by phone.
- You sign the mandate
- The partners sign the limits once: what a supply card may spend, and the line above which both of them sign. Below it the practice manager works; above it, it waits for you.
- Audit trail
- Every signature, edit and export is written down with who did it and when, for the accountant to read.
Getting started
Your first hour,
in three steps
Start free with an email: no card, no time limit, nothing to install.
- A space for the companySign up, and the company gets a space of its own, apart from anything personal. The free plan includes one business space.
- One account, and the first rowsConnect one bank, exchange or platform, or drop in a statement in any language. The first rows land in minutes, each with its category.
- One real billDrop in a supplier bill's PDF, and watch it become a bill to pay with its supplier, amount and due date.
All it takes: an email and one bill.
Questions
The questions that come first
We are a law firm, not a clinic. Does this fit?
Yes. The same screens carry a firm or a studio: lawyers or designers on contract paid in one batch, an office or a practice area as a project, bills checked before they are paid, partners signing above a threshold. A firm that invoices its clients gets invoices with reminders and a pay link too.
Can both partners be required on every large payment?
Yes. A rule sets the threshold and the number of signatures, and names who may give them. Whoever prepared the payment cannot sign it, and the rule reads a batch's total, so a large payment cannot be split into small ones to slip under it. Naming who may sign, a second rule and a monthly allowance per person are on the Scale plan; one rule with a threshold and a number of signatures is on every plan.
Two locations are two companies for us. Does that work?
Then each is its own space with its own books, and All spaces shows them one row each, with no total added across them. Inside one company, a location is a project instead. A second business space is the +1 business space pack on top of the plan.
Do practitioners on contract need a seat?
No. A practitioner is a contact with a bank account on file; only the people who prepare, sign or read the books take a seat.
Write your first mandate
on a thirty minute call
On your own books: one position, one rule, and the first bill waiting for your button.