Pearly Technology

What Pearly Technology does

Pearly Technology is a Santa Barbara, California-based vertical SaaS company that provides patient billing automation and revenue cycle management software to U.S. dental practices. The company was co-founded by Jeff Cole (CEO), Sean Emmer (CTO), and Billy Grokenberger (Head of Customer Success) — three Princeton/BC graduates who previously built Path, a healthcare messaging platform acquired in 2018 — to address revenue cycle pain points in dental billing through automation, data science, and personalization.

The company's Core Platform unifies Billing & A/R Automation, Digital Statements, Online Payments, Reporting & Insights, a branded online payment portal, and HIPAA/PCI-compliant security. It is built on Google Cloud Platform infrastructure with Confluent Cloud for streaming data processing, and is differentiated by deep ledger-level integrations with 50+ dental practice management systems including Dentrix, Eaglesoft, Open Dental, CareCloud, Denticon, Dentrix Enterprise, WinOMS, and Dentrix Ascend (via the Henry Schein One API Exchange). Payment processing is delivered through Stripe Connect and Finix. Add-on modules include Payment Plans (Pay-Over-Time), Membership Plans, Letter Automation, an A/R Assistant, and a DSO Reporting Suite; the company also operates the Dentistry Huddle educational resource hub. In 2025 it launched Dynamic Workflows as the next generation of RCM automation.

Pearly serves two primary customer segments — DSOs and group dental practices (the larger DSO/commercial enterprise tier and mid-market group tier) and independent private dental practices — through a multi-channel GTM combining enterprise field sales, inside sales, channel partner referrals (dental consultants, CPAs, billing companies), and a free 30-day product-led pilot. The platform is reported as serving 2,100+ dental offices and 200+ DSO locations, processing 1.6M+ digital statements monthly and delivering a stated 65% reduction in staff time spent on patient billing. Revenue is generated via SaaS subscription fees (monthly/annual, tiered by practice size and locations) plus transaction fees from integrated payment processing. The company is privately held and has not disclosed institutional investor ownership beyond a 2022 seed round of approximately $1.5M led by ScOp Venture Capital.

Name

Pearly Technology

Legal name

Pearly Technology, Inc.

Website

https://pearly.co

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Pearly Technology is a U.S. vertical SaaS company that provides patient billing automation and revenue cycle management software to dental practices, dental service organizations (DSOs), and group practices, integrating with 50+ practice management systems to automate billing, A/R collection, digital statements, and payment plans.

Ownership category

akta.pro rank

Product category

Dental Revenue Cycle Management Software

NAICS

Activities Related to Credit Intermediation (5223)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Healthcare Billing & Patient Payments Presentment (FSAMAJAH)

Keywords

• Dental billing automation
• Revenue cycle management
• Dental practice management software
• Accounts receivable automation
• Dental payment processing

Headquarters

HQ city

Santa Barbara

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription Revenue: Monthly or annual subscription fees for access to the Pearly billing automation platform. Pricing based on practice size and number of locations. Tiered plans with add-on tools for enhanced functionality.
2. Payment Processing Transaction Revenue: Transaction fees from integrated payment processing through Stripe Connect and Finix. Revenue share or per-transaction fees when patients make payments through the platform.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels7 records

Core offering

Pearly Technology provides a cloud-based dental patient billing automation platform that automates insurance claims, payment posting, omni-channel patient billing, A/R collection, and payment plan management. The platform integrates ledger-level with 50+ dental practice management systems and embeds payment processing through Stripe Connect and Finix, serving Dental Service Organizations (DSOs), group practices, and private dental practices across the United States.

Product overview

Pearly Technology offers a unified dental patient billing automation platform for DSOs, group practices, and private dental practices. The Core Platform serves as the foundation, including Billing & A/R Automation, Digital Statements, Online Payments, Reporting & Insights Suite, Branded Online Payment Portal, Ledger-Level PMS Integration, and HIPAA & PCI Security. Add-on modules include Payment Plans (Pay-Over-Time), Membership Plans (in-house dental membership software), and Letter Automation (physical mail and pre-collection letters). The platform integrates with 50+ practice management systems and offers specialized tools including the DSO Reporting Suite for multi-location organizations and the A/R Assistant for automated patient engagement. The Dentistry Huddle serves as an educational resource providing RCM webinars, white papers, and benchmarking tools. The platform recently launched Dynamic Workflows as the next generation of RCM automation.

Differentiator

Problem solved

Functional benefit

Brands

• Dentistry Huddle: Company's educational hub and resource platform for dental practice management and RCM insights, featuring articles, webinars, white papers, and benchmarking tools.

Products and services

• Pearly Platform (Core Dental Billing Automation Platform) Unified cloud-based dental patient billing automation SaaS platform that automates billing and A/R workflows, digital statements, online payments, and reporting for dental practices and DSOs. Includes ledger-level PMS integration and embedded payment processing.
• Payment Plans Add-on module offering integrated payment plans and Pay-Over-Time financing options for dental practices to improve case acceptance and patient affordability.
• Membership Plans Add-on module that automates enrollment, billing, and renewals for in-house dental membership plans, enabling practices to convert uninsured patients into recurring members.
• Letter Automation Add-on module providing physical mail and pre-collection letter automation with QR-code-enabled mailed statements, timed to patient billing lifecycle stages.
• Online Payments Core platform capability delivering a frictionless payment experience with digital wallet support (Apple Pay), text-to-pay, and a branded online payment portal that reduces days to pay.
• Dynamic Workflows Next-generation dental revenue cycle management automation product using advanced workflow capabilities for dental RCM, launched in 2025.

Quantifiable outcome

• 65% reduction in time spent on patient billing tasks
• +3 more outcomes

Named customers11 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability4 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core.

• Stripe ConnectcoreTechnology or IntegrationPrimary payment processing integration enabling secure patient payments, automated payment posting, and payment plan management. Stripe Connect provides the payment infrastructure for all digital transactions on the Pearly platform.
• FinixcoreTechnology or IntegrationAlternative payment processing platform integrated with Pearly, providing additional payment infrastructure options for dental practices. Supports flexible payment acceptance and processing.
• Google Cloud PlatformcoreTechnology or IntegrationCloud infrastructure provider powering Pearly's SaaS platform. Google Cloud Platform hosts the application infrastructure and provides computing, storage, and networking capabilities.
• Confluent CloudcoreTechnology or IntegrationStreaming data platform enabling real-time data processing and event-driven architecture for Pearly's billing automation workflows and integrations.
• Henry Schein One API Exchange (Dentrix Ascend)coreTechnology or IntegrationIntegration partnership enabling connectivity with Dentrix Ascend practice management system through Henry Schein One's API Exchange platform. Enables automated data sync and billing workflows.
• Dental Consultants & CPAscoreChannel Partner/ Reseller/ DistributorNetwork of dental-focused consultants and accounting professionals who refer clients to Pearly and facilitate adoption. Key channel partners in the dental industry ecosystem.
• Dental Billing CompaniescoreChannel Partner/ Reseller/ DistributorBilling companies and RCM service providers that partner with Pearly to offer enhanced automation capabilities to their dental practice clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vyne Dental: Vyne Dental provides dental claims processing, electronic attachment solutions, and revenue cycle management tools. It overlaps with Pearly on dental billing automation, claims processing, and DSO-focused RCM workflows.
• Weave: Weave is a patient communication and payments platform originally built for dental practices that combines texting, scheduling, reviews, and payment processing. It directly competes with Pearly on omni-channel patient billing and payment plans in the dental market.
• Rectangle Health: Rectangle Health provides patient payment processing and billing automation for healthcare practices with a strong dental vertical focus. It is the most direct peer to Pearly, competing on similar PMS integrations, payment processing, and patient engagement features for dental practices and DSOs.
• Modento: Modento provides patient engagement, communication, and billing solutions purpose-built for dental practices and DSOs. It directly competes with Pearly on omni-channel patient communication and payment features in the dental vertical.
• Solutionreach: Solutionreach offers patient engagement, communication, and billing tools with deep penetration in dental practices. It overlaps with Pearly on patient statements, payment reminders, and digital billing workflows targeting dental and DSOs.

Others

• Sikka Software: Sikka Software is a dental (and other healthcare) integration platform that Pearly itself uses as a third-party integration tool. It represents an enabling ecosystem partner and potential future alternative integration route for dental billing features.

Emerging players

• Planet DDS (Denticon): Planet DDS's Denticon is a cloud dental practice management system with native billing capabilities that competes with Pearly's PMS integration thesis. DSO-focused, it represents the risk of PMS vendors expanding into billing automation features that overlap with Pearly's core product.
• Dental Intelligence: Dental Intelligence provides dental practice analytics, patient communication, and engagement tools. It overlaps with Pearly's Reporting & Insights and patient engagement features for dental practices and DSOs.
• Biller Genie: Biller Genie offers AI-driven medical and dental billing automation with patient billing and payment features. While smaller and broader in vertical reach, it overlaps with Pearly on automated patient billing and A/R collection workflows.

Broad incumbents

• Waystar: Waystar is a large healthcare revenue cycle management platform covering claims management, patient payments, and analytics across hospitals, health systems, and ambulatory practices. It competes broadly with Pearly in patient billing and RCM but lacks Pearly's deep dental-only specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/PearlyPlan
• Facebookfacebook.com/pearlyplan
• LinkedInlinkedin.com/company/pearlyplan
• Instagraminstagram.com/pearlyplan

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pearly Technology