Every month, Doctors for Providers' team charged each open invoice by hand, then matched every payment back in QuickBooks. Now one click runs the whole month: the automation charges every open invoice by card or ACH, records each payment against its invoice so the books reconcile themselves, emails a receipt to every practice, and sends the team a batch summary — with a built-in guard against double charges. It's one of four workflows we've built with them, alongside a 24/7 lead-capture chatbot, a discount negotiator with routed approvals, and a state-by-state regulatory knowledge base the team queries in plain English.
1click
Runs the whole month's billing
QB
Every payment reconciled against its invoice
4
Workflows automated end-to-end
2hrs
Per employee, per day, refocused on impactful work
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How It Works
A proven process for every build.
01
Discovery
We map your workflows and find the highest-ROI automation opportunities in your business.
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02
Design
We architect a custom system built specifically for your workflows. No templates, ever.
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03
Develop
Rapid builds with continuous feedback at every stage. You see progress from day one.
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04
Deploy
Seamless go-live with ongoing monitoring and optimization. We don't disappear after launch.
FAQ
Frequently asked questions.
Anything repetitive in your business. We've built patient routing systems, billing automation, review pipelines, lead qualification engines, content systems, and more. If you're doing it manually and often, we can automate it.
That's exactly what Pearl does. We integrate with the tools you already use: QuickBooks for invoicing, payroll platforms for labor tracking, Google Maps for routing and dispatch, and more. You don't switch systems. We make your current ones talk to each other automatically.
Most projects are live in 2–4 weeks. We deliver incrementally so you see results from the start, not just at the end.
No. Pearl handles everything — design, development, deployment, and maintenance. You don't touch any code.
We stay on. Ongoing monitoring and maintenance is included in every engagement. If something breaks or needs to evolve, we handle it.
What's eating your time?
Tell us your biggest workflow bottleneck. We'll show you what automated looks like.