Chat with Your Business Data

Unify all your data into interactive dashboards and use our conversational AI to ask questions in plain English — uncovering answers, lost revenue, and opportunities.

Why choose Visio360?

Scattered data makes it hard for DSOs to scale. Visio360 unifies all your data and uses conversational analytics to give you instant answers — helping you fill schedules, stop revenue leaks, and boost EBITDA.

Unify Your Systems

Integrate EMRs, payroll, and financial data into a single platform. Save hours of manual work and eliminate errors.

Explore Your Data

Endlessly explore interactive dashboards, quickly spot trends, track KPIs, and uncover hidden revenue opportunities.

Ask Questions
in Plain English

Ask business questions in plain English and get instant, reliable insights.

Turn Insights
into Growth

Optimize operations, improve scheduling & increase EBITDA across your DSO network.

A Breakthrough in How You Interact
With Business Data

The way we work with data is changing—ChatGPT transformed how people ask questions. Visio360 brings that revolution to your business data. Every answer is grounded in your real data, backed by verified SQL queries, and designed for exploration.

Ask

Which locations are performing best this quarter?” Get instant, accurate answers in plain English.

Visualize

Spot trends and revenue leaks with endlessly explorable dashboards.

Discover

Ask follow-up questions, drill into the numbers, uncovering hidden patterns and insights.

Take Action

Pin insights to dashboards, export data, and make informed decisions faster than ever.

This isn’t traditional analytics — it’s conversational analytics shaping how decisions are made.

Who Uses Visio360?

We streamline operations and empower every role within a DSO by addressing their unique challenges and delivering actionable insights.

CEOs & COOs

Gain a clear, big-picture view of your organization’s health with real-time financial metrics, labor costs, and practice-level performance. Make strategic decisions with trends and KPIs tailored for long-term growth.

What We Solve: Disconnected data, lack of financial transparency and lengthy reporting cycles.

Key Features: Lower labor costs, improve EBIDTA and streamline integrations of new acquisitions.

CFOs & Financial Analysts

Get a 360° view of your business with real-time financial dashboards that simplify reporting and improve decision-making. Track key metrics like EBITDA, cash flow, and cost reductions while ensuring compliance across your DSO.

What We Solve: We address scattered financial data, time-consuming reporting processes, and inefficiencies in compliance, giving you clear insights into your critical performance metrics.

Key Features: Financial dashboards for tracking EBITDA and costs, PE - grade quality of earnings metrics.

Regional & Operational Managers

Focus on what matters most with actionable insights into labor allocation, schedule efficiency, and revenue tracking. Identify problem areas quickly, whether it's a practice falling behind or inefficiencies in staffing.

What We Solve: Time-consuming manual reporting
and lack of actionable insights.

Key Features: Improved Revenue Cycle Management (RCM) through role-specific dashboards, patient retention tracking and optimization.

Practice Managers
& Dentists

Stay on top of daily operations with simplified, accessible reports. From tracking appointments and collections to understanding clinical metrics, get the tools to improve patient outcomes and operational efficiency.

What We Solve: Overwhelming administrative tasks and limited visibility into day-to-day performance.

Key Features: Automated daily checklists and insights to reduce inefficiencies and reclaim valuable time.

Seamless Integrations
for Your DSO

Visio360 connects with all your essential tools—marketing, HR, EMR, financial systems like QuickBooks, and call center analytics—ensuring a smooth data flow and actionable insights across your entire organization.

Core Features

Forget juggling spreadsheets or guessing where your revenue went—our platform connects every corner of your business, shows you exactly where to act, and helps you turn data chaos into growth opportunities.

Unify Your Data

Combine EMRs, financial tools, HR platforms, and call center data into one secure hub. No spreadsheets, no silos—just clear, actionable insights in real time.

AI-Powered Insights

From lost revenue to staffing inefficiencies, Visio360 helps you spot trends, predict outcomes, and focus on what drives growth—all with AI-driven dashboards and conversational search.

Instant Reporting

Generate real-time reports in minutes—no coding or IT needed. Save hours every week and get the data you need when you need it.

Seamless Integrations

Connect with tools like QuickBooks, Gusto, and your EMR. Keep your workflows intact while unifying your data across platforms.

Scalable for Growth

Standardized KPIs and clear visibility make onboarding new practices a breeze. Scale without the growing pains.

Streamline Operations

Fix scheduling gaps, reduce staffing inefficiencies, and recover lost revenue with AI-powered alerts and insights—so your team can focus on patients, not admin work.

Powered by Claritype AI

Claritype is the AI engine behind Visio360, enabling natural language exploration of your data. Simply ask questions like “Where are we losing revenue?” and get instant, actionable insights to drive smarter decisions.

Interactive Dashboards You’ll Actually Use

Unlike static dashboards that are forgotten after a few weeks, Visio360 dashboards are interactive, dynamic, and built to answer the next question. You can drill down, explore patterns, and generate new visualizations instantly — making them a tool you’ll actually use to drive decisions.

Track Key Metrics

Dashboards like "Daily Production vs. Collections" and "Patient Retention Trends" help improve cash flow, patient engagement, and overall growth.

Spot & Fix Revenue Leaks

With dashboards like "Labor Cost vs. Revenue" and "Missed Appointments," quickly take action to recover lost revenue and optimize operations.

Gain Multi-Location Insights

"Regional Trends" and "Practice-by-Practice KPI Comparisons" make it easy to replicate success and improve underperforming locations to boost profitability.

“We’ve tried so many platforms over the years, but Visio360 is the first one that actually gives me a clear view of all our operations in one place. It’s automated much of our reporting and even uncovered revenue gaps we didn’t realize were there. We’ve saved a ton of staff time and improved scheduling, all because we finally have the right insights when we need them. Now I can spend my time focusing on strategy instead of chasing down data.”

Stephanie

Director of Operations, Ortho DSO

“It’s high-level reporting made not just efficient but actually useful, freeing up your team to concentrate on bigger priorities.”

Ellen

CEO, Pediatric DSO

Smarter Data for DSOs

Learn how to eliminate manual data headaches and unlock real-time insights in our latest podcast. Discover practical strategies to streamline operations and make faster, smarter decisions.

Discover the Power
of Conversational Analytics for Your DSO

Discover how to streamline your DSO