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THE ROMAN PLATFORM / ANALYTICS & REPORTING

Ask it.
See it. Use it.

Ask for the report you need in plain English. Roman brings connected practice data into a clear answer, chart, or table.

ANALYTICS & REPORTINGIllustrative product story
▥ASK IN PLAIN ENGLISH01

Start with
a business question.

“Show open opportunity value by provider.”
No report builder to navigate.
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ROMAN IS WORKINGUnderstanding the question
✓
READY FOR YOUA question in plain English

A question in plain English

Ask for the report you need in plain English. Roman brings connected practice data into a clear answer, chart, or table.Illustrative natural-language report · Sample data
THE WORK, REIMAGINED

The report you need, without the reporting work.

TODAY’S MANUAL WORK

Another export. Another spreadsheet.

Finding an answer means choosing reports, switching platforms, and combining data before the analysis can even begin.

WITH YOUR AI REVENUE MANAGER

Say what you need to see.

Roman turns a plain-English question into a report. Explore the chart or table, refine your question, and save or export the answer.

Analytics & Reporting.
Built around your work.

Skip the exports and spreadsheet assembly. Explore performance, compare results, and ask follow-up questions without rebuilding a report.

01

Use your own words

Start with a business question about your practice data.

02

Explore the answer

See the result as a chart or table and compare what matters.

03

Keep useful reports

Save reports for another check-in or export the results.

ONE CONNECTED PLATFORM
Morning HuddleRevenue OpportunitiesSchedule OptimizationAI AdvisorAgents
SEE ROMAN IN YOUR PRACTICE

Your AI Revenue Manager.
More room for what matters.

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