MB2 Dental is a Dental Partnership Organization (DPO) that collaborates with independent dentists across the country. Founded in 2007, it supports more than 700 practices in 43 states, giving dentists the freedom to run their clinics while handling core business functions like HR, accounting, IT, and compliance.

One of the most repetitive tasks the team faced was downloading and formatting financial data. The process took too much time and left too much room for error. Speed and accuracy were non-negotiable for timely reporting, but the manual work slowed things down.

Thoughtful AI deployed AI Agent PHIL that automates the entire process from start to finish. PHIL logs into the payment site, generates and downloads the right reports, then formats them to match MB2’s internal needs. Once complete, it sends the final version directly to the team by email.

PHIL fits seamlessly into their daily workflow and operates on a consistent schedule, with minimal change management and no disruption to existing systems.