Gap analysis — by date

Changed: Material change. (1) Pricing is now public and aggressive: $79/month per user, undercutting EDSI Starter — and offline mode is disclosed as an optional add-on, which is new leverage for us (their headline offline advantage costs extra; ours is included). (2) Their AI has been productized and named — SmartNote, SmartSummary and SmartSuggest — expanding from a scribe into AI billing intelligence, so the AI gap widened beyond note-drafting into charge capture. (3) They now position openly within the Business Infusions family with HVMS as the enterprise tier and a racing-authority/regulator product line, giving them an upgrade ladder and regulatory adjacency EDSI lacks. (4) They have begun publishing head-to-head comparison content (vs ThoroVet and ezyVet) — expect EDSI to be added to that list, so we should have counter-positioning ready. (5) Idexx/Antech lab integrations and whole-app offline are confirmed still live; Zoetis was not confirmed this round. (6) UNVERIFIED THIS CYCLE — QuickBooks Online, owner payment portal with stored cards, HISA reporting, multi-regional tax and surcharging did not surface in available results before the search quota was hit; these should be re-checked directly on cassadol.vet rather than assumed closed.

• •Whole-app offline (records AND invoicing sync on reconnect); EDSI is offline ONLY on Field Entry — billing, statements and reports require a connection
• •Native Idexx and Antech lab integrations; EDSI has no lab integrations, CSV export only
• •AI clinical scribe / SOAP note generation plus voice dictation (SmartNote, SmartSummary); EDSI's AI is a manual-answering help panel, not documentation
• •AI billing intelligence (SmartSuggest) that suggests charges; EDSI has no charge-capture AI
• •Lower entry price point ($79/user/mo vs EDSI $149/mo Starter) — easier trial decision for a solo vet
• •A credible enterprise upgrade path (HVMS) for practices that outgrow the solo product, plus a racing-authority/regulator product line in the same corporate family — EDSI has no upsell ladder
• •Far stronger public review/SEO footprint and named-customer testimonials; EDSI has little third-party validation visible
• •Prior-cycle gaps I could NOT re-verify this round (search quota exhausted before I could confirm): QuickBooks Online integration, customer payment portal with stored cards, HISA reporting, multi-regional tax, and credit-card surcharging — treat these as still-open until re-checked, since the corporate family clearly serves racing regulators

Changed: Meaningful changes. (1) NEW: HVMS launched a HISA integration for Thoroughbred racing compliance reporting that removes duplicate entry into the HISA portal — this directly threatens EDSI's racing-commission positioning and is a new gap not on the prior list. (2) NEW: Talkingvet dictation integration for medical records, and an explicit Vetcove multi-supplier purchasing integration, are now front-and-center on their homepage. (3) NEW/expanded: they now market a Business Intelligence dashboard with per-vet revenue mapping and customer geo-mapping, and claim 200+ standard reports — sharpening the analytics gap vs EDSI's 9 reports. (4) CONFIRMED and strengthened: profitability accounting, multi-method vet compensation (gross/collected/profitability with AR-aging penalties), whiteboard and treatment plans, inventory counter program, configurable patient worksheets, and multi-entity/multi-state/multi-country single-database operation all remain prominently marketed. (5) UNVERIFIED this pass: the QuickBooks Online integration claim and GlobalVetLink Coggins generation were not confirmed on current HVMS pages — treat as unconfirmed rather than resolved. (6) NOTE: their offline story is stated as a tablet version usable with no internet, and they publish a mobile app privacy policy, so the whole-app-offline and native-app gaps persist. (7) Pricing remains not public — no change, and still EDSI's clearest differentiator.

• •Automated veterinarian compensation calculated on collected/production/profitability with AR-aging penalties — EDSI has financial analytics but no per-vet production or comp attribution
• •Profitability (not gross) accounting at the procedure and medication level with detailed partner/associate financial statements
• •Inpatient/hospitalization module with treatment whiteboard and treatment plans — EDSI has no hospitalization concept
• •Advanced inventory: electronic counting/reconciliation program, costing controls, and direct supplier ordering via Vetcove — EDSI has simpler inventory + DEA logs
• •HISA (Horseracing Integrity and Safety Authority) reporting integration — EDSI has racing-commission-friendly administration-date statements but no HISA data push
• •Third-party integrations generally (Vetcove, Talkingvet dictation, lab/imaging, GlobalVetLink-type Coggins/health certificates) — EDSI is CSV-export only
• •Configurable worksheet builder: any hospital paper form can become an HVMS worksheet that auto-generates records, invoices and inventory transactions — EDSI has 6 fixed medical-record types
• •Multi-entity/multi-location/multi-state/multi-country consolidation from one database with per-unit pricing and commission rules
• •200+ canned reports and a BI dashboard with geo-mapping/marketing analytics vs EDSI's 9 reports
• •Whole-app offline tablet use in the field — EDSI offline is limited to the Field Entry screen
• •Native mobile apps (HVMS publishes a mobile app privacy policy) — EDSI is PWA only
• •Voice dictation for medical records

Changed: Material change in posture, not in feature set. The prior gap list still holds directionally — telemedicine, breeding/feed/ID records, multi-location inventory, lab/imaging ecosystem, mobile app, and Covetrus brand all remain real. What's new is credible evidence the product is aging and de-prioritized: <cite index="6-8,6-9">it is described as not cloud-native, installing on a Windows server at the practice</cite>, <cite index="6-3">a poor fit for practices wanting cloud access, remote work, mobile-native workflows, AI documentation, or a modern UI</cite>, and <cite index="6-1">practices are being told to weigh staying versus migrating to Covetrus Pulse or a third-party cloud PIMS</cite>. Reviewers reinforce this with <cite index="2-4,2-5">complaints about an archaic, hard-to-train interface and unattractive client-facing invoices and records</cite> and <cite index="2-1">at least one equine practice switching off it to get cloud technology</cite>. Pricing remains unpublished. No new CUBEX, Rapport, or ImproView announcements surfaced in current search — the marketing page is generic and unchanged in substance. Net: threat is steady-to-slightly-reduced on product, unchanged on brand; the sharpest EDSI attack line has shifted from 'we're cheaper' to 'they're on-prem Windows and being sunset toward Pulse — you'd migrate twice.'

• •Lab and imaging integrations — results flow into the record via the Covetrus lab/imaging ecosystem; EDSI has none, CSV export only
• •Built-in telemedicine/video visits with recorded consultations and calendar-launched meetings; EDSI has none
• •Breeding management with pedigree/ID tracking, feed management, and expense/competition records — barn-management breadth EDSI does not attempt
• •Multi-location inventory with transfers between storage locations and suggested mark-ups; EDSI inventory is single-practice with DEA logs
• •Automated controlled-substance cabinet integration (CUBEX-class hardware) tied to inventory; EDSI integrates with no cabinet hardware
• •Client communication/reminder engine (Rapport-class) for appointment and health reminders; EDSI's outbound is SendGrid statements plus SMS payment reminders only
• •A marketed native mobile app with app-store presence; EDSI is a PWA
• •Covetrus brand credibility, pharmacy/distribution bundling, and enterprise sales coverage in front of partner audiences
• •Whole-app offline mobile mode, not just one screen — <cite index="3-2">mobile versions for offline access that sync on return to the office</cite>
• •Multi-language support (English, French, Italian, Spanish, German) per directory listings; EDSI is English-only

Changed: Largely consistent with the prior assessment, with three notable shifts: (1) Shepherd's clinical AI is now marketed as a unified in-SOAP 'ShepherdAI' assistant covering differentials, dosing, drug interactions and treatment guidance rather than separate branded tools; (2) parent Synergy Pet Group acquired mobile-vet scheduling startup Kumba in 2025, signaling a direct push toward mobile/ambulatory practice — the segment EDSI owns; (3) new negative signals emerged — multiple multi-hour outages reported in February 2026, click-heavy prescription entry, and an equine reviewer noting mobile equine workflows and offline calendar access are underserved. Pricing is now widely published around $299/mo first vet plus ~$99/mo per additional vet, making EDSI's flat no-per-vet pricing a sharper contrast.

• •Real client/owner portal (requests, records, communication) — EDSI offers only secure pay-links
• •Bidirectional lab integrations (IDEXX and peers) and imaging/PACS — EDSI is CSV export only
• •Clinical AI embedded in the record (differentials, dosing, drug interactions, treatment plans) — EDSI's AI is a manual help panel
• •Digital whiteboard for hospital patient-status tracking
• •Multi-tax / ZIP-code-based tax handling — EDSI has a single flat rate
• •Client-financing (e.g., CareCredit-style) options within the payment stack
• •Free/no-cost data migration as a standard switching incentive
• •Broader reminder and communication partner network

Changed: Escalated. All six prior gaps remain, and StableTrack has hardened its position: it is now clearly positioned as an Asteris product leaning on 20+ years of imaging infrastructure, with a public $199/mo price point that undercuts EDSI's Professional and Practice tiers, a beta launched around AAEP 2025, and a heavy SEO/content push targeting 'best equine PMS' searches into 2026. New capabilities visible since last review: an AI assistant that acts across the whole app (booking appointments, creating invoices, adding horses by voice or text) rather than just scribing, batch barn services for bulk vaccination rounds, shared-equipment double-booking prevention, multi-location practice-wide reporting, clinic-and-truck unified inventory with labels/dispensing, and insurance claim handling in billing. Inpatient treatment sheets were not re-confirmed on the current site but their hospital-side positioning has strengthened.

• •Native iOS app in the App Store — EDSI is a PWA only
• •Whole-app offline field use with automatic sync — EDSI offline is limited to the single Field Entry screen; billing, statements and reports require a connection
• •Equine-trained AI scribe converting voice dictation into structured SOAP notes, plus an AI assistant that can book appointments and create invoices — EDSI's AI only answers from the manual and escalates, doing no clinical documentation
• •Native PACS/DICOM imaging integration (Keystone) — EDSI has zero imaging capability
• •Batch/bulk barn services: apply services to many horses at a barn at once for vaccination rounds — EDSI has no bulk barn-service application
• •Shared-equipment scheduling with conflict prevention (e.g., one ultrasound unit cannot be double-booked) — not in EDSI's scheduling module
• •Multi-location, practice-wide provider dashboards and clinical-metric reporting — EDSI's analytics are single-practice, 9 fixed reports
• •Insurance claim handling referenced in their billing workflow — EDSI has no claims support
• •Backing of an established imaging vendor with an existing equine customer base and channel — EDSI is an independent product
• •QuickBooks Online sync claimed in prior review of their integration set — EDSI still offers CSV export only

• •Whole ambulatory workflow offline (exams + histories + invoicing + payment) vs EDSI's single offline Field Entry screen — billing/statements/reports still require a connection for EDSI
• •Native QuickBooks Online accounting sync; EDSI offers CSV export only
• •GlobalVetLink integration for Coggins/EIA and interstate CVIs; EDSI has zero lab or health-certificate integrations
• •Native iPad app presence and iPad-first design; EDSI is PWA-only
• •Shipped equine clinical templates (lameness grading, pre-purchase exam, ReproCycle/breeding, feed management) that EDSI does not advertise
• •Market maturity and social proof — years of equine customers, testimonials, active marketing; EDSI has one paying reference customer plus a demo practice
• •Lower entry price point than EDSI's $149/mo Starter
• •Formal paid onboarding/training and data-conversion packages from legacy systems