Module 3 • The unified view

REPORTING & DASHBOARDS

The unified view of your finances. Ask in English. Roll up every center.

Because EHR, materials, and billing already feed Finch, the dashboard is current the moment a case closes. No SQL, no BI tool, no month-end wait. Describe the view you want in plain English — one center or the whole group — and AI builds it.

Finch executive command center with multi-site KPIs, pinned insights, and performance across your ASC network
Executive command center — KPIs, pinned insights, and rollups across all centers
Finch regional breakdown with revenue, profit, margin, cases, and supply per case, plus Ask Finch for ad-hoc analyst questions
Regional breakdown — drill in by region, then ask Finch anything
Ask Finch AI answering average profit by case type with a chart and written insight
Ask Finch — generate any view in plain English

What You Get

  • • The unified view of your finances — live from EHR, materials, and billing
  • • Consolidated multi-site profitability with easy center toggles
  • • Automatic reports as cases close — not after month-end
  • • Surgeon and service-line scorecards, ready the same day
  • • Ask Finch in plain English — AI builds the view, then export or share

Why It Matters

Unified View • Every Center • Ask in Plain English

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