Veterinary portfolio intelligence. Now agentic.
RollSuite unifies data across every PIMS in your veterinary portfolio—AVImark, Cornerstone, ezyVet, and more. Consolidate financials, track clinic performance, and automate reporting with agentic AI.
Built for VSO operators and their sponsors.
Consolidated Visibility
All Clinics. One Dashboard.
See revenue, visits, and operational KPIs across every practice in your portfolio. Real-time data from every PIMS, unified into a single source of truth.
Zero Disruption
Keep Your Systems.
We connect to your existing practice information management systems via secure APIs and data extracts. No rip-and-replace. No workflow changes for your clinical teams.
Audit-Ready Reports
Institutional Grade.
Generate board-ready financials and lender packages in minutes. Traceable data lineage from source PIMS to consolidated reports.
Normalized Service Codes
Apples to Apples.
Different PIMS tools encode the same services differently. RollSuite normalizes procedure codes across AVImark, Cornerstone, ezyVet, and more—so you can compare clinics accurately.
Every system. One platform.
RollSuite connects to the full stack of veterinary operations—PIMS, marketing, finance, procurement, HR, and diagnostics—so your data lives in one place.
Within minutes after integration, your VSO will have a live dashboard with thousands of veterinary industry KPIs and modules.
Scaling a VSO creates a data fragmentation crisis.
Integration Indigestion
Every acquisition adds another practice information management system, another data silo, another reconciliation nightmare. Your finance team is stitching together AVImark exports with Cornerstone reports and ezyVet queries—manually.
Stale Financials
By the time you consolidate financials across the portfolio, the data is stale. Board meetings rely on outdated numbers. Lender covenants get tested with uncertainty. You're flying the plane without instruments.
Excel Hell
Your finance team drowns in spreadsheets. Manual data entry introduces errors. Institutional investors question the numbers. And every new clinic acquisition multiplies the problem.
Agents that work your veterinary data for you.
RollSuite agents continuously monitor your portfolio, surface anomalies, and take action—so your team can focus on strategy instead of spreadsheets.
Anomaly Detection
Agents scan revenue, visit volume, and inventory data daily to flag outliers before they become problems—appointment no-shows up 40% at a location, sudden drops in average transaction value, or unexpected AR spikes.
Automated Reporting
Board decks, lender packages, and monthly operating reports assembled automatically from live data. Agents compile, format, and distribute on your schedule—no analyst time required.
Proactive Alerts
Get notified the moment a KPI crosses a threshold you set. Agents push alerts to Slack, email, or your dashboard so the right person acts immediately—not at the next monthly review.
One platform, tailored to every role.
Whether you lead finance, operations, marketing, billing, corporate development, or sit on the board—RollSuite surfaces the data your role demands, the way you need it.
From chaos to clarity.
Unified data extraction
Easily pull data from disparate practice information management systems into one place—no manual exports or spreadsheet wrangling.
Automated report distribution
Queue or distribute financial reports automatically to the right stakeholders on the schedule you define.
Auditor-friendly overrides
Handle exceptions with overrides that leave notes for auditors, keeping your books clean and your audit trail intact.
Sophisticated financial models
Create sophisticated financial models like cashflow waterfalls that update in real time as underlying data changes.
A: Billables Percent Credited Waterfall
| Region | Loc Code | Location | Wk 1 | Wk 2 | Wk 3 | Wk 4 | Wk 5 | Wk 6 | Wk 7 | Wk 8 | Wk 9 | Wk 10 | Wk 11 | Wk 12 | Wk 13 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pacific | 201 | Pawsitive Care | 87% | 0% | 77% | 17% | 17% | 2% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Pacific | 315 | Summit Vet Clinic | 11% | 4% | 41% | 0% | 19% | 2% | 0% | 0% | 0% | 5% | 2% | 9% | 3% |
| Pacific | 428 | Evergreen Animal | 38% | 15% | 25% | 17% | 0% | 2% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Pacific | 112 | Valley Vet Group | 100% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Pacific | 507 | Coastal Paws | 46% | 9% | 0% | 2% | 25% | 2% | 0% | 0% | 0% | 0% | 11% | 3% | 1% |
| Pacific | 623 | Maple Leaf Vet | 58% | 16% | 2% | 2% | 0% | 7% | 5% | 1% | 0% | 0% | 0% | 0% | 1% |
| Pacific | 734 | Harbor Animal Care | 28% | 7% | 39% | 26% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Pacific | 841 | Ridgeline Vet | 41% | 2% | 11% | 1% | 2% | 0% | 2% | 0% | 3% | 3% | 32% | 0% | 0% |
The metrics that matter for VSOs.
Track the operational KPIs that drive veterinary practice value—across every clinic, every DVM, every day. No more waiting for month-end spreadsheets.
See which channels actually drive new clients.
RollSuite connects marketing spend to actual new client revenue across every location—so you stop guessing and start optimizing.
- Attribute new clients back to Google Ads, PetDesk, Weave, and more
- Compare cost-per-new-client across channels and locations
- Identify top- and bottom-performing clinics by marketing ROI
- Track same-store new client growth month over month
Monthly Spend by Channel
Last 6 monthsNew Client ROI by Location
Cost per Client vs VolumeCollections visibility across every clinic.
Track AR aging, collections rates, and invoice status across your entire portfolio. Identify underperforming locations before revenue leaks compound.
Portfolio-wide aging visibility with automated alerts when thresholds are breached.
Track collections as a percentage of revenue at every level—clinic, DVM, service category.
Identify dispute patterns by service, payment method, and location to reduce write-offs.
Diligence-ready data from day one.
Whether you're acquiring a single clinic or rolling up a regional veterinary platform, RollSuite gives your corp dev team instant visibility into target performance—before the LOI is signed.
- Standardized financial data across disparate PIMS systems within days
- Pre-built QoE templates that map to veterinary-specific revenue drivers
- Integration playbooks that cut post-close onboarding from months to weeks
- Side-by-side benchmarking of targets against your existing portfolio
M&A Acceleration
Portfolio visibility that scales with your thesis.
Real-time operating dashboards, automated board decks, and cross-portfolio benchmarking—so you can focus on value creation, not data collection.
Board-Ready Reporting
Automated monthly operating reports with revenue, collections, EBITDA, and DVM-level detail. Delivered on schedule without analyst hours.
Cross-Portfolio Benchmarking
Compare KPIs across every platform company and clinic. Spot underperformers, surface best practices, and quantify operational improvements.
Value Creation Tracking
Map every operational initiative to EBITDA impact. Track same-store growth, integration synergies, and margin expansion from acquisition to exit.
A true partner, not just a vendor.
Every RollSuite customer gets a dedicated success team that understands veterinary medicine from the exam room to the boardroom.
Veterinary Industry Experts
Our success team includes seasoned veterinary industry operators who understand the nuances of VSO management—from service coding to DVM compensation models.
- Weekly or monthly standing meetings with your team
- KPI reviews and benchmarking against industry standards
- Onboarding playbooks tailored to your portfolio size
- In-app chat support for your full org
Forward Deployed Engineers
Need a module that doesn't exist yet? Our engineering team embeds with your organization to build custom dashboards, workflows, and integrations purpose-built for your VSO.
- Custom modules and reports for your specific org structure
- Bespoke integrations with proprietary internal tools
- On-site or virtual embedded engineering sprints
- Rapid iteration—new capabilities in days, not quarters
How the partnership works
Kickoff
Meet your success team—including our veterinary advisor—and align on goals and KPIs.
Integration
We connect your PIMS platforms and build your custom dashboard in the first weeks.
Cadence
Weekly or monthly check-ins to review performance, surface insights, and prioritize requests.
Build
Forward deployed engineers deliver custom modules and iterate based on your feedback.
How VSOs scale with RollSuite.
From emerging platforms to 100+ location portfolios, see how veterinary operators use RollSuite to drive visibility and value creation.
Regional VSO unifies 5 PIMS platforms in 4 weeks
A 28-location Southeast VSO replaced manual Excel consolidation with RollSuite, cutting their close cycle from 6 weeks to under 10 days.
PE-backed platform gains real-time portfolio visibility
After acquiring 22 clinics across 4 states, the sponsor needed a single view of revenue and collections. RollSuite delivered it in weeks.
VSO reduces AR >90 days by 19% using automated alerts
Automated aging alerts and DVM-level collection tracking helped a 35-location VSO recapture outstanding revenue across their portfolio.
Common questions
How does RollSuite connect to veterinary practice information management systems?
We connect to AVImark, Cornerstone, ezyVet, and other PIMS tools via secure APIs or data extracts, normalize service codes, and keep data synchronized—without changing clinical workflows.
What KPIs do you support?
We support revenue per DVM, average transaction value, new client growth, client retention, visits per day, AR aging, inventory turnover, and many more. Users can also define custom KPIs specific to their portfolio.
How fast can you deploy across my entire platform?
We can deploy across an entire VSO platform in 6–9 weeks without ripping and replacing existing software. Most clients see initial data within the first 2 weeks.
Do you replace our existing PIMS?
No. RollSuite sits on top of your existing systems. We ingest data from every PIMS in your portfolio and normalize it into a unified data layer. Your clinical teams keep working exactly as they do today.
Integration is no longer a bottleneck.
Connect every PIMS, unify every metric, and start making decisions from a single source of truth.