Dentists + Investor Reporting: The Challenge
As dentist, preparing bank statements for investor reporting is a common but time-consuming task. Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
How BankScan AI Helps Dentists with Investor Reporting
Convert your practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses. For investor reporting specifically, BankScan AI extracts Monthly burn rate, cash runway in months, revenue growth trajectory, customer co automatically.
How Dentists Handle Investor Reporting
When preparing bank statements for investor reporting, dentists need to Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials a. BankScan AI automates the data extraction step.
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation.
How It Works
Upload bank statement PDFs
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements for investor reporting.
AI extracts what you need
Our AI extracts Monthly burn rate, cash runway in months, revenue growth tra — formatted for dentists workflows.
Complete your investor reporting work
Download Excel files ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
Supported Banks
BankScan AI works with all major UK and US banks, including:
Features for Dentists — Investor Reporting
- Built for Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
- Built for Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Key data extracted — Monthly burn rate, cash runway in months, revenue growth trajectory, customer concentration risk, related party transactions, founder salary and expenses
Compliance: Dentists + Investor Reporting
When dentists prepare bank statements for investor reporting, specific compliance requirements apply.
- Dental practices must comply with CQC registration requirements including financial governance. NHS contract holders must reconcile BSA schedule payments accurately. GDC registration and indemnity insurance costs must be tracked. VAT exemption rules for dental services require careful categorisation of taxable vs exempt income.
- Legal basis: Companies Act 2006 section 431 (right of shareholders to inspect accounts); EIS/SEIS compliance requirements under ITA 2007 for tax-advantaged investors
Investor Reporting — Built for Dentists
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Try Free — Dentists + Investor Reporting