Senior Living Operators Deserve Finance Infrastructure Built for Their Complexity.
Labor is 60–70% of cost in senior living. Census drives revenue. Occupancy determines viability. Your financial infrastructure needs to reflect those realities — not be a generic accounting system retrofitted to a specialized business.
The Reporting Gaps That Cost Senior Living Operators Every Month
These are the finance infrastructure failures we see in almost every senior living operator we assess — regardless of size or sophistication.
Labor cost reporting that lags 2–3 weeks behind operations
No census-based budget model — forecast doesn't flex with occupancy
Community-level P&Ls that take 4+ weeks to produce after month-end
Lender covenant reporting built in spreadsheets the night before it's due
Resident revenue and payor mix tracked manually — no visibility into trends
Acquisition integrations take 6+ months to produce clean consolidated financials
Finance Infrastructure Built for Senior Living Operations
Every capability we deliver is designed around the metrics, reporting cadences, and operational drivers that matter in senior living.
Labor & Occupancy Analytics
Labor cost per occupied unit. PPD (per patient day) reporting. Overtime and agency cost tracking. Real-time visibility into your largest cost driver.
Census-Based Budgeting
Budget models that flex with occupancy. Revenue forecasting tied to census assumptions. Monthly variance analysis against census-driven targets.
Community vs. Portfolio P&L
Community-level financials that roll up to a clean consolidated view. Intercompany eliminations handled automatically. Close in 7–10 days.
Resident Revenue & Payor Mix
Private pay vs. Medicare/Medicaid payor mix reporting. Revenue per occupied unit by care level. Trend analysis and forecasting by payor.
Lender & Investor Reporting
HUD, bank, and REIT covenant packages produced automatically. Investor reporting templates built into your monthly close process.
Acquisition Integration
100-day finance integration plans. Sage Intacct onboarding for new communities. Standardized chart of accounts across the portfolio from Day 1.
Systems We Implement for Senior Living Operators
Enterprise-grade platforms configured for the operational and reporting requirements of senior living.
MATE
Ready to See What Your Finance Infrastructure Should Look Like?
A 45-minute Finance Infrastructure Assessment tailored to senior living operators. We'll map your current state, identify the gaps, and show you exactly what a purpose-built system would enable for your portfolio.
No sales pitch. No commitment. Operational clarity.