SpreadsheetsAvailable todayYour budgets and goals, read by the AI.
SmileData reads the budget and goal sheets you keep in Excel and answers against them, next to the numbers from your practice. Our team sets them up with you.
Example questions
- AskAre we on pace for this month’s production goal?
- AskHygiene against the budget, by office
- AskWhich office is furthest behind its goal sheet
Each answer is a card you can pin to any dashboard.
What your sheets add
- Budgets
- The budget you already keep in a spreadsheet, not retyped into another tool.
- Goals
- Production, hygiene or new patient goals by office, as you set them.
- Plan next to actual
- Read next to the numbers from your practice software, so an answer shows the plan and what happened together.
Set up with our team
- 01
Send us the sheets
The budget and goal files you already use, in Excel.
- 02
We add them with you
Our team sets them up so the AI can read them.
- 03
Ask against them
Ask how the practice is doing against the plan, in plain English.
Spreadsheets questions
Can SmileData read my Excel budget?
Yes. Bring your budget and goal sheets in Excel. The AI reads them and answers against them, next to the numbers from your practice.
What can I add about my own organization?
Anything that explains how you run: budgets, goals, fee schedules, policies, your own spreadsheets. Drop them into Sources and the AI reads them when it answers, so you can build with them or use them as benchmarks, like a goal line on a chart.
How are the sheets set up?
Send us the budget and goal files you already use, in Excel. Our team sets them up so the AI can read them.
Put your data to work.
Sign up todayNot ready to sign up? Book a demo with our team.
Connects to your practice software. $0 onboarding. No contracts. HIPAA compliant.