Case Study: Imagen Dental Partners scales finance and accelerates reporting with Planful

Imagen Dental Partners halves finance analyst needs with Planful

Imagen Dental Partners, a collaborative community that partners with dental practices, faced significant challenges scaling its finance and accounting operations. Using complex, error-prone spreadsheets, the FP&A team struggled to provide a unified financial view and timely insights to support the company's rapid growth. They turned to the vendor Planful to find a modern financial planning and reporting solution.

Planful provided a scalable platform for financial reporting, planning, and consolidations. The solution automated reporting, used flexible templates tailored to the business, and created a secure system of record. As a result, Imagen reduced the need for financial analysts by half, now supporting 20 practices per analyst, and cut the time to generate post-close financial statements to about 10 minutes. Planful enabled efficient onboarding of new practices and delivered faster insights for decision-making across the organization.

Imagen Dental Partners