LedgerMatch
Bank Reconciliation Software for Dental Practices
Dental practices receive payments from a complex mix of sources — insurance ERA deposits from Delta Dental, Cigna, Aetna, and Metlife, patient copays and out-of-pocket payments via POS terminal, and patient financing payouts from CareCredit or Lending Club. Each source deposits on a different schedule and in a net amount that doesn't match the ledger entry amount. LedgerMatch matches every insurance payout and patient payment against your QuickBooks or Dentrix ledger in under 10 minutes.
Common reconciliation challenges for dental practices
- Dental insurance ERA deposits net contractual adjustments — Delta Dental or Cigna deposits never match the billed amount in the practice management ledger
- Multiple insurance carriers (Delta Dental, Cigna, Aetna, Metlife) each deposit on their own schedule, creating a constant stream of small deposits to match
- CareCredit and patient financing payouts net funding fees — the deposit is different from the approved financing amount in the ledger
How LedgerMatch helps
- Tolerance matching handles insurance ERA net deposits — flag the contractual adjustment difference in the exception queue for clean write-off documentation
- 97% auto-match rate across all carriers means dental bookkeepers spend minutes, not hours, on monthly reconciliation
- Exception queue flags CareCredit funding fee differences for annotation and audit trail documentation
Industry note
Dental practices must reconcile insurance ERA deposits to their accounts receivable monthly — unreconciled ERA deposits are a common audit flag for dental practice advisors. LedgerMatch gives dental bookkeepers a clean bank-to-ledger reconciliation that maps to each carrier's ERA summary.
Common banking and accounting tools
- Wells Fargo
- Chase
- Bank of America
- US Bank
- Fifth Third
- QuickBooks Online
- Dentrix
- Eaglesoft
- Open Dental
- Xero
Explore related resources
Install LedgerMatch
Choose the browser or spreadsheet workflow that fits your team.