Live financial visibility.
A complete picture of your practice finances — your KPIs and profit and loss in one place, updated as things change, not months after the fact. So you can make a confident call this month, not next year.
Built for UK dental practice owners
Clarity on your practice finances. Know what to do next.
See exactly what’s happening in your practice and get clear direction on what to do next. No spreadsheets, no guesswork, no waiting for your accountant.
The problem
Busy practice. Unclear numbers.
Most owners only find out how the year really went months later — from year-end accounts, spreadsheets, or scattered reports. You can see your turnover, but not whether profit, cash flow, staff costs or lab bills are moving the right way. And by the time the numbers arrive, it’s too late to do anything about them.
Not just another dashboard.
Plenty of tools can show you numbers. Monai goes a step further: it shows you what those numbers mean for your practice, and the next step to take — in plain English, grounded in your own data.
How It Works
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Connect Your Data.
Connect your bank account or drag and drop your files and invoices. Monai securely extracts and organises your financial data.
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Review Your Dashboard.
View your key KPIs and your profit and loss statement in one clear dashboard. See how your practice compares to similar practices using benchmarking.
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Know What to Do Next.
Monai Agent tells you the one thing to focus on this week. Ask follow-ups in plain language and Monai answers using your real data.
Why You Need It
Benchmarking that gives context.
Compare your performance against national averages for similar practices, so you know where you truly stand.
Clear next steps, every week.
Your AI finance director tells you the one thing to focus on this week, and is on hand 24/7 to explain the why behind your numbers.
Security
Your financial data stays yours.
Your practice’s financial data is confidential by design. No other practices can see it, no third parties can access it, and not even the Monai team can view your underlying financial information.
Read-only access — Monai reads the data it needs to. It can’t move, change or transfer your money or your records.
Never used to train AI models — your practice data is yours, and is never used to train public AI models.
Monai uses bank-level, enterprise-grade security, with encryption in transit and at rest and regulated open-banking infrastructure where bank connections are used. Built to UK data protection and GDPR standards.
FAQ
FAQs
No.
Your practice’s financial data is confidential by design. No other practice can see it, no third party can access it, and not even the Monai team can view your underlying financial information. For the data you connect or upload, Monai acts only as a data processor — we use it to run your dashboards, benchmarks and insights, and never for our own purposes or commercial gain.
Yes.
Monai is built to bank-level, enterprise-grade security standards. Your data is encrypted in transit (TLS 1.3) and at rest (AES-256), and hosted on UK-based, ISO 27001-certified infrastructure with role-based access controls and full audit logging. Where you connect your bank, it’s through regulated open banking and the connection is strictly read-only: information flows one way only — from your bank, through the open-banking infrastructure, to Monai. Nothing ever travels back from Monai to the open-banking infrastructure, let alone to your bank. Monai is not a bank, cannot move money, and never sees your banking login.
No.
Your data is never used to train AI models. Monai uses AI to analyse your own numbers and produce your insights, but your identifiable information is never used to train general-purpose or third-party AI models. Any data used to improve the system is aggregated and anonymised so it can’t be traced back to you or your practice.
Your data stays yours — and stays protected.
If you leave, you’re in control: you can ask us to export your data, or to delete it. By default we keep it in a restricted-access, archived state for up to three years — so you can pick up where you left off if you return, and so we can meet audit and legal obligations — or we permanently delete it on request, normally within 90 days.
Yes.
Monai Tech (JY Tech Ltd, FRN 1057592) is an agent of Yapily Connect Ltd (FRN 827001), authorised and regulated by the FCA.
Your bank connection is provided through Yapily Connect Ltd, which is authorised and regulated by the Financial Conduct Authority; Monai Tech acts as its agent for this regulated open-banking activity.
No.
Monai is not a regulated financial adviser, and it doesn’t give financial, investment, tax or legal advice. Its intelligence layer surfaces insights and possible actions from your own numbers — but the mastermind stays you, the practice owner. Monai supports your judgement; it doesn’t replace you, your accountant, or your professional advisers.
Monai is your financial operating system — so it stays focused on the money.
You can upload PMS documents if you find it useful, but Monai is deliberately built as your financial operating system: the only KPIs it reports on are financial ones. Rather than trying to be another clinical or practice-management tool, it does one job properly — giving you a clear, trustworthy view of the financial side of your practice.
You choose — most people connect their bank.
You can connect your bank through regulated, read-only open banking, or simply drag and drop your files and invoices — whichever suits you. Most users choose the bank connection because it’s faster, easier and secure.
It’s your own finance director — with guardrails.
The Monai Agent is your own AI-powered finance assistant. It works only with your practice’s information, operates inside strict guardrails, and answers in plain English. Think of it like a good finance director: a deliberately narrow area of expertise, but exceptional depth. It won’t wander outside your numbers — and it’s there to inform your decisions, not to make them for you.
You can — they just do a different job.
Xero and QuickBooks are bookkeeping software, built for your accountant. They don’t have Monai’s dental intelligence layer, or the rich, practice-specific context of a financial operating system. Accounting software is for your accountant. Monai is for the busy practice owner who needs to understand the numbers and know what to do next.
No.
The system was designed to do that part for you — turning your financial data into a clear picture and plain-English guidance, with no financial training, spreadsheets or hours each month required.