Cards shaped around the practice
Create physical and virtual cards for people, locations, and recurring purchasing needs.
The financial side of your practice, connected.
Bring spending, banking, accounting, and revenue together around your practice—including billing and receivables from your existing EHR and practice management systems.
Northline DermatologyNew York · 3 locations
Practice spend
One practice view
Receipt workflowConnected
Policy controlsActive
Accounting integrationQuickBooks
Recent card activity
Merchant, amount, and practice context
MerchantAmount
Henry ScheinProcedure supplies$139.50Just added
MicrosoftProductivity software$840.00Sep 2
UlineFacilities & cleaning$51.00Sep 3
See your practice’s financial picture together.
Understand what your practice spends, what patients and insurers owe, and what reaches your bank. Connect billing and receivables from your EHR and practice management systems with expenses, banking, and accounting.
Banking
Balances & money movement
Money coming in
- Billing & receivablesPatient balances & insurance claims
- Payments & depositsFrom patients & insurers
Your practice
One connected financial picture
Across your locations
Money going out
- Cards & expensesControl & review spending
- Bill paymentsManage supplier invoices
Accounting & reconciliation
The records that connect both sides
Purpose-built workflows from Treso. Connections to the systems your practice already uses.
Receipt attached Within policyCards and expenses, organized around the practice.
Manage everyday purchasing across the group: issue cards, set spending controls, collect receipts, and review expenses with practice context attached.
Controls before money moves
Set clear limits by person, location, vendor, category, or time period.
Expenses with context attached
Keep receipts, review, and coding connected to the transaction instead of chasing them later.
Built at the intersection of financial infrastructure and practice operations.
Treso's founding team brings together nearly two decades building banking, card, and expense programs for SMBs across healthcare administration, provider workflows, and health-tech commercialization.
That shared operating perspective is shaping Treso’s broader ambition: connect the financial side of a practice, from purchasing and payments to accounting and the revenue that funds its growth.
Join the practices shaping Treso before launch.
Tell us where you work and where your financial workflows need to connect. Join the waitlist as we build, starting with cards and expense management.
For growing multi-location specialty practices
Starting with cards and expense management
One waitlist for practices and partners