The detail is there.
The connection isn’t obvious.
Refunds, adjustments, and payments can look ordinary in isolation. Start with the records, not an assumption.
AI FINANCIAL OVERSIGHT FOR DENTAL PRACTICES
Trust your team.
Verify your numbers.
Embezza flags unusual refunds, adjustments, and payment patterns—with supporting records and clear explanations for your review.
See the pattern. Review the evidence. Decide what comes next.
Built for the practice you’ve built.
Read-only accessYour records stay unchanged.
Evidence-linked findingsSee the records behind the signal.
Owner-led decisionsYou decide what happens next.
Our safeguardsFROM RECORDS TO A REVIEW
Seven entries.
One pattern worth reviewing.
The difference isn’t another alert.
It’s understanding what’s behind it.
EmbezzaIllustrative demo
MORNING BRIEF / SAMPLE REVIEW
One pattern.
A clearer picture.
$865Activity for review
7Related entries
59Days in view
Record / dateActivityAmount
EV-001May 01, 2026Adjustment$125
EV-002May 10, 2026Cash entry$90
EV-003May 17, 2026Adjustment$160
EV-004May 29, 2026Cash entry$110
EV-005Jun 08, 2026Adjustment$145
EV-006Jun 19, 2026Cash entry$105
EV-007Jun 29, 2026Adjustment$130
A relationship comes into focus.Illustrative posting group R-014
$125May 01
$90May 10
$160May 17
$110May 29
$145Jun 08
$105Jun 19
$130Jun 29
Related cash and adjustment activity
Three linked adjustments follow earlier cash entries by 7–10 days. Each explanation is missing from this export. Seven entries provide context—not a verdict.
The $865 is the sum of activity shown. It is not a calculation of loss.
Why this deserves a closer look
Three adjustments follow cash entries linked by the same receipt. Their explanations are absent from this sample export. Compare the original notes and reconciliation before drawing a conclusion.
Inspect the 7 supporting records
Record / dateActivityAmount
EV-001May 01, 2026Adjustment$125
EV-002May 10, 2026Cash entry$90
EV-003May 17, 2026Adjustment$160
EV-004May 29, 2026Cash entry$110
EV-005Jun 08, 2026Adjustment$145
EV-006Jun 19, 2026Cash entry$105
EV-007Jun 29, 2026Adjustment$130
What to review next
Compare posting notes and dates.Check reconciliation and explanations.Document the owner’s next step.
Open the sample reportStart with the source activity.
Illustrative records only. A flag is not a confirmed loss or a conclusion of wrongdoing.
The detail is there.
Bring the right
records together.
Put related activity in context. See what connects across time, rather than reviewing each entry alone.
Evidence first.
Your judgment next.
See the explanation and source records. Ask better questions. Decide what needs clarification or investigation.
YOUR MORNING BRIEF
Good morning.
Here’s what matters.
An owner-ready view of your review.
1
One pattern worth reviewingSupporting records are ready.
Activity in this sample$865USD
Open the evidenceIllustrative demo · not customer results
OVERSIGHT THAT FITS YOUR DAY
Not another report.
A finding you can review.
A focused Morning Brief. The records that matter. A clear place to start.
See what needs a closer look.Put the review in focus, not every row of data.
Understand why it was flagged.Open the explanation and supporting records.
Keep the decision with you.Clarify, document, or investigate the next step.
TRUST IS PART OF THE PRODUCT
Built for dental.
Designed for responsible oversight.
Your financial activity deserves more than a generic answer. Embezza brings purpose-built models and supporting records into an owner-led review.
READ-ONLY BY DESIGN
Confirm the data source and review scope before connecting or sharing records. Embezza’s review does not edit source records or move money.
HITRUST CertifiedRequest the applicable certification scope.
HIPAA-aligned safeguardsReview the security approach with our team.
Explore security & intelligenceYOUR FREE INITIAL RISK SCAN
A closer look.
A clear next step.
See what deserves your attention—not another unexplained number.
01
Confirm the fit.We discuss your software and agree the supported data path.
02
Define the review.Confirm the dataset and scan scope before sharing records.
03
Understand the findings.Review any flagged patterns with the supporting evidence.
A scan may return no flagged patterns. That is a review result, not proof that every transaction is correct.
EmbezzaILLUSTRATIVE SAMPLE
PRACTICE RISK REVIEW
Your numbers.
In clearer view.
Review items01
Related entries07
01 / A pattern worth reviewing
$865In related activity across 59 days.
Not a confirmed loss.
The supporting recordsA plain-English explanationQuestions for owner review
Open the sample
A deliverable.Not just a dashboard.
BETTER QUESTIONS. BETTER CONVERSATIONS.
Your team deserves trust.
You deserve clarity.
Financial oversight shouldn’t start with an accusation. Start with the records, review the context together, and keep your practice moving forward.
Built for your practiceWill Embezza change my financial records?
No. The review is read-only by design. Embezza presents findings for review; it does not edit source records or move money.
Does a finding mean someone did something wrong?
No. A pattern may have a legitimate explanation. Review the original records, posting notes, and reconciliation context before reaching a conclusion.
What is included in the free scan?
We first confirm your practice software, the supported data path, and the agreed scope of the initial review. The team explains any next steps before you share records. No additional service begins without a separate agreement.
Will it work with my practice software?
Open Dental direct-connection and supported-export routes can be discussed with the team. Compatibility, version, permissions, and file format are confirmed during onboarding. Selecting a software name on our form does not imply a native integration.
What happens after I request a scan?
We use your business contact details to discuss fit and next steps. Patient data and financial records should not be submitted through this website. Any data sharing is handled separately through agreed onboarding.
How do you use my data with custom models?
Embezza uses purpose-built models for dental financial workflows. Ask the team for the applicable data-use, retention, hosting, access, and model-training terms before sharing practice data. Using custom models alone is not a complete data-privacy policy.
YOUR PRACTICE. YOUR PERSPECTIVE.
Put your numbers
in clearer view.
Start with the evidence. Stay in control.
Request my free risk scan