Enterprise financial recovery & profit protection

Protect the profit
you worked to earn.

Vendor overcharges. Duplicate payments. Missed credits. RecoverIQ combines AI-assisted analysis with independent financial review to uncover potential leakage, pursue verified recoveries, and help prevent recurring losses.

Independent oversight. Client-controlled decisions.

RecoverIQ hero

The RecoverIQ mandate

Find it. Recover it. Protect it.

Financial intelligence, backed by documented evidence.

What you can expect

Evidence-backed findingsAuthorized records onlyNo vendor changes without approval

Beyond the balance sheet

Revenue gets attention.
Leakage often doesn’t.

Across locations, small billing exceptions can become difficult to see. An independent review brings vendor payments, contracts, and recurring expenses into sharper focus—not just another dashboard.

Who verifies that contracted pricing is honored at every location?

When was your last independent review of vendor payments?

If the answers are unclear, a financial exposure assessment may be worth considering.

01

Discover

Financial Exposure Assessment

Review authorized invoices, payment histories, and vendor contracts for duplicate payments, missed credits, billing discrepancies, and inconsistent pricing across locations.

Your deliverable: a Financial Exposure Report with supporting evidence, estimated impact, and recommended actions.

02

Recover

Financial Recovery & Optimization

Verify potential opportunities, coordinate eligible refund and credit requests, review vendor pricing, and support approved subscription and contract improvements.

You stay in control: every recovery action and vendor change requires client authorization.

03

Protect

Continuous Profit Protection

Establish recurring expense reviews, vendor billing monitoring, renewal alerts, and multi-location comparisons to help identify new exceptions before they become recurring costs.

Stay informed: monthly findings reports and quarterly executive reviews within your agreed scope.

Built for operational complexity

Starting with multi-location dental groups.

Designed for established organizations with $10M–$100M in annual revenue and substantial vendor spend: healthcare groups, franchise operators, property managers, hospitality businesses, and private-equity portfolios. Our focus is nonclinical business expenses—not clinical decisions.

Engagements, not software subscriptions

A clear scope. A considered investment.

Begin with a defined review or establish ongoing oversight. Engagement scope is agreed before financial records are reviewed.

Flagship engagement

RecoverIQ Profit Protection

$4,997 / month

12-month agreement

Ongoing vendor expense analysis, contract oversight, scoped recovery coordination, monthly reporting, and quarterly executive reviews.

Explore an engagement ↗

Financial Exposure Assessment

$4,997 one time

Defined-scope review, documented findings, potential recovery opportunities, and an executive presentation. The fee may be credited toward an annual agreement when commercially appropriate.

RecoverIQ Portfolio

From $9,997 / month

Custom annual agreement for multi-entity organizations, with expanded analysis, consolidated vendor intelligence, and executive oversight.

Performance-based recovery fee: 15%. Applies only to separately defined, eligible recoveries that are realized and documented; excludes work already compensated through the monthly agreement.

All pricing depends on agreed scope, operational complexity, and service requirements. Potential opportunities are not guaranteed recoveries.

Start with clarity

What could an independent review reveal?

Explore your vendor expense complexity, existing controls, and the right assessment scope in an executive consultation.

Please do not submit bank credentials, payment records, or confidential contracts through public booking forms. Document review follows an executed engagement and an appropriately secured process.

Request your financial exposure assessment

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