Case Study: Imagen Dental Partners achieves rapid, scalable finance and accounting — halving financial analyst needs — with Planful

Imagen Dental Partners Quickly Scales Finance and Accounting Alongside Its Fast-Growing Business

Imagen Dental Partners, which supports fast-growing, tech-forward dental practices, faced a fragmented finance function built on an unwieldy 80-tab Excel model that couldn’t scale or give leadership timely, consolidated financials. FP&A needed a single source of truth and a way to onboard many diverse practices quickly as the business prepared to nearly triple its footprint.

Imagen standardized on Planful, delivering comprehensive P&Ls and balance sheets within three months and moving planning, budgeting, workforce planning, forecasts, consolidations and audit records into the platform. The result: automated, repeatable reporting with substitution variables, one analyst now covering 20 practices (vs. an expected 10), partners seeing financials in 10–20 days, statements produced 9–12 minutes after close, and a scalable foundation for growth toward 80–200 practices and future AI-driven insights.

Imagen Dental Partners

Gaylord Miller

Sr. Director of FP&A