Use AI to effortlessly answer any business questions from all your data.
CorralData MCP brings your business data and intelligence directly into Claude and other AI assistants
Build and share custom data applications powered by your connected data.
See where accuracy is won or lost across your data stack, and how a governed foundation changes the outcome.
Harness the power of AI without compromising on security.
A dedicated Technical Account Manager guides your team through it
Turn any dashboard into a clear, actionable summary in just one click
AI agents detect opportunities in your data and sync them across your platforms with our fully-managed Reverse ETL.
Sync data from 600+ sources, align KPIs, and see portfolio-wide results instantly.
Give every role the same board, filtered to exactly what they're allowed to see.
Help your clients become data driven faster through seamless reporting and collaboration tools.
Grow your census and strengthen your bottom line with HIPAA-compliant analytics.
AI-powered analytics for dental practices and DSOs. Track production, case acceptance, patient recare, and marketing ROI.
Turn data into success with complete visibility of every consumer interaction.
Make data-driven decisions that enhance patient care and your bottom line.
HIPAA-compliant AI agents that optimize operations, marketing, and patient care across every med spa location.
AI-powered analytics for plastic surgery practices. Track consult conversion, surgeon performance, and marketing ROI.
AI agents that monitor, analyze, and optimize performance across every portfolio company.
Easily surface the data you need to increase sales and drive revenue.
Measure every hospital the same way and track compliance across your whole group.
See how AMP scaled profitability and enhanced patient care
See how CorralData & Evolve Results built ADVENT a true ROI engine
See how AMNH gained a better understanding of the ‘why’ behind their data
See how BodyLase unlocked full data visibility, enabling smarter marketing and stronger results
See how evolvetogether used AI-powered insights to shape a unified growth strategy
See how Geode Health unlocked the value of their data while protecting patient privacy
See how Engine identified and converted more high-value customers
See how AI and unified data drove revenue growth at Inspire Aesthetics
See how Lacoste boosted their e-commerce performance with AI-driven insights
See how Moon Juice used live insights to find, reach, and convert their best customers
See how Olympus uses data and AI to fuel growth
See how Options Medical Weight Loss maximized their LTV:CAC
See how Pfizer turned complex data into actionable marketing intelligence
See how Ready Set Rocket streamlined client reporting and unlocked actionable insights
See how Solo Stove measures true channel ROAS with a marketing mix model in CorralData
See how St. John Knits increased marketing efficiency by 50%
See how sweetgreen acquired new customers and built stronger relationships with their most loyal patrons
The intelligence layer for dental groups. Know exactly which marketing channels are driving your highest-value new patients, which providers are leading on case acceptance, and where your portfolio is leaving production on the table.
HIPAA compliant · BAA available · Live in days
Your PMS, marketing tools, and financial systems each hold a piece of the puzzle. CorralData brings it all together, automatically, in real time.
Data fragmented across too many tools
Your PMS, QuickBooks, and Google Ads don't talk to each other, so no one has the full picture in one place.
No visibility into underperforming locations
Struggles stay hidden until the monthly review, by then a location can already be down $40K in production.
Recare patients slipping through the cracks
Overdue patients pile up with no prioritized outreach list, and that revenue just walks out the door.
Case acceptance stalls before it's scheduled
Treatment plans get a yes but no booking, and nobody's flagging the gap, so accepted revenue sits unscheduled for months.
Marketing spend with no clear ROI
Leads are tracked, but not through to case acceptance, so you can't tell a cheap lead from a good one.
Month-end reports that take forever
A 3-day manual pull from five different tools, and the numbers are already stale by the time it's done.
Connected to your PMS and ready on day one, with AskCorral working alongside your team to surface the specific action behind every number.
Click any tab below to explore what you can measure in CorralData ↓
Total Production
$2.41M
▲ 7.6% MoM · vs $2.24M target
Total Collections
$2.19M
91.2% rate · vs 88.4%
New Patients
847
▲ 14.3% MoM · vs 741
Cost Per New Patient
$312
▼ 8.2% · vs $340
Case Acceptance Rate
68.4%
▲ 4.3pts vs 64.1%
Chair Utilization Rate
79.3%
▼ 2.7pts · 3 locations flagged
Top Performer — Production
Northside
$487K this month, leading the portfolio
Needs Attention — Production
Westside Smiles
11% below target, a $22K recovery opportunity
Production by Location
EBITDA % by Location
Total Leads
1,240
▲ 18.2% MoM
Lead to Booking Rate
74.0%
918 exams · vs 69.3%
Cost Per New Patient
$312
▼ from $340, 8.2%
New Patient Funnel
New Patients by Channel
AskCorral — Recommendation
Referral patients convert 34% higher
Shifting 10% of budget to referral incentives could increase revenue per patient by $180
Total Appointments
4,821
▲ 6.4% MoM
Hygiene Reappointment Rate
82.7%
▲ 3.5pts vs 79.2%
No-Show Rate
6.3%
▼ 1.8pts vs 8.1%
Provider Scorecard — Production
Chair Utilization by Location
AskCorral — Flag
Westside Smiles spike in same-day cancellations
9.4% no-show rate · roughly $22K in monthly production at risk
Active Patient Base
12,847
Stable vs last month
Overdue Patients (90+ days)
3,241
25.2% of base, flagged
Recall Revenue Opportunity
$186K
Unscheduled treatment value
Overdue % by Location
Recall Opportunity by Location
AskCorral — This Week's Call List
3,241 overdue patients represent $186K
Calling the top 200 highest-value overdue patients this week could recover $60–70K before month-end
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AskCorral
From growing dental groups to PE-backed DSOs managing 50+ locations, here's how teams use CorralData every day.
Morning Huddle, Automated
Daily production, schedule fill rate, and AI-flagged insights, ready before the team huddle starts.
Marketing Funnel Visibility
Cost per lead, lead-to-case rate, and initial visit ROAS, tracked by channel and by location.
Provider Performance Scorecards
Production per provider and case acceptance rate, benchmarked across every provider in the group.
Recare & Recall Recovery
Overdue patients, unscheduled treatment value, and recall opportunity, surfaced with the revenue attached.
Portfolio Roll-Up for DSOs
A live, board-ready roll-up of production, EBITDA per location, and location benchmarking.
RCM & Collections Visibility
Collection rate, cancellation rate, and average collection velocity, tracked across the whole portfolio.
How It Works
Live in weeks, not quarters, with no engineering lift on your end.
Instantly sync your data with 600+ pre-built connectors. No coding or engineering resources required.
AI agents surface insights automatically, answer questions in plain English, and surface trends across locations.
Align your team. Collaborate within the platform with co-workers and agency partners to stay focused on objectives.
Agent-orchestrated connectors push approved actions back into your PMS, CRMs, and ad platforms, with full HIPAA controls and audit trails.
No rip-and-replace required. CorralData connects to your existing PMS, marketing platforms, and financial systems.
PMS & Practice Management

If you run something else, tell us during onboarding and we'll build the connection.
Marketing & CRM




Financial & Operations
Data Warehouses
We can also sit on top of your warehouse with zero re-ingestion. Your data stays where it lives. You get the full AskCorral AI, MCP, modeling, and BI layer.
HIPAA compliance, dedicated infrastructure, governed AI access, and row-level security, built into the foundation, not bolted on.
HIPAA Compliant
We sign a BAA with every customer before data flows. Standard for every CorralData engagement, not optional.
Dedicated Instance
Every customer gets their own isolated data warehouse, not a shared multi-tenant environment.
Zero AI Data Retention
Your data never trains LLMs. AI agents process your dashboards in isolation and never share it with third-party models.
Row-Level Security
Corporate HQ sees the full portfolio roll-up. Location operators see only their locations, managed centrally.
CorralData connects to the PMS your group runs on. Every DSO's tech stack is different, we build the connection to your specific system, no engineering lift on your end. Beyond PMS, we integrate with 600+ platforms covering marketing (Google Ads, Meta), finance (QuickBooks, Sage Intacct, NetSuite), HR (Gusto, ADP), and call tracking. Book a demo and tell us your stack.
Most DSOs and dental groups are live and running dashboards within a few days of signing. CorralData's team handles everything, PMS connection, data normalization, business logic mapping, and KPI configuration. You don't need to touch a line of code or configure a single pipeline.
No. CorralData is built for dental operators, not data scientists. Our white-glove onboarding team sets up your dashboards, defines your KPIs, and configures everything to match how your group operates. Your leadership and clinical teams can read the dashboards, no SQL required.
Yes. CorralData is fully HIPAA compliant with enterprise-grade security, end-to-end encryption, role-based access controls, audit logging, and a signed Business Associate Agreement (BAA) available for every customer.
CorralData is purpose-built for multi-location scale. Whether you're operating 5 locations or 200, the platform handles portfolio roll-ups, location benchmarking, regional scorecards, and EBITDA tracking across every location in one unified view. As your group grows, through organic expansion or acquisition, new locations are onboarded into the existing data model in days, not months.
Book a 30-minute demo and see a live dashboard built for your portfolio, with your actual KPIs, in real time.
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