What Greyfinch does

Greyfinch is a cloud-based orthodontic practice management software company headquartered in Little Rock, Arkansas, that serves single practices, startup practices, group practices, and OSO/DSO (Orthodontic/Dental Service Organization) groups across the United States. Founded in 2012 (with first beta users installed in 2017) and formerly known as AXPM, the company has grown to 11-50 employees under CEO Jake Gulick (joined 2015), CTO Darío Cravero (joined 2019), and COO Josh Matthews, with an operating history rooted in the dental software and orthodontic channel experience of its leadership.

The company's core product is an all-in-one, 100% browser-based HTML5 platform hosted on AWS infrastructure, designed to replace the fragmented stacks of third-party add-ons that orthodontic practices typically stitch together from competitors such as Tops, Edge, Dentrix, Dolphin, and Cloud9Ortho. The platform bundles practice management, scheduling, billing and autodraft payments, two-way HIPAA-compliant SMS, secure email, HIPAA-compliant built-in telehealth, eSignature, KPI dashboards, NPS reputation management, new patient onboarding, a 24/7 patient-facing appointment widget, mobile records capture, and an AI-powered cephalometric tracing feature integrated via CephX. It supports multiple practice types from single-location offices to multi-brand OSO/DSO enterprises with consolidated reporting.

Greyfinch monetizes through a per-user monthly subscription with one flat rate covering all features, with no licensing fees, no rigid long-term contracts, and no third-party add-on costs. Pricing ranges from approximately $100 per month for startup/single practices to $10,000+ per month for large OSO/DSO groups. Distribution is sales-led via a direct sales team, free demos, and customer referrals, supported by content marketing, SEO, webinars, and partnerships with Bluefin (payments), DentalXChange (insurance clearinghouse), CephX (AI imaging), DEXIS (imaging), and AWS (infrastructure). The company is privately held, founder/management-owned, with no disclosed institutional investors and no parent organization.

Name

Greyfinch

Legal name

Greyfinch, LLC

Website

https://greyfinch.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Greyfinch is a cloud-based, all-in-one orthodontic practice management software serving single practices, startups, group practices, and OSO/DSO organizations across the United States through a per-user monthly subscription on AWS infrastructure.

Ownership category

akta.pro rank

Headquarters

HQ city

Little Rock

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 - Per User: Monthly subscription model with one flat rate per user. All features are included in the base price with no licensing fees, no rigid contracts, and no third-party add-ons required. Pricing scales based on number of users/practitioners rather than practice size or number of locations.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Greyfinch sells an all-in-one, cloud-based orthodontic practice management software platform that lets orthodontic practices run patient scheduling, intake, imaging, treatment planning, billing, payments, communications (SMS, email, telehealth), eSignature, KPI dashboards, and reputation management from a single subscription. The product replaces the patchwork of legacy orthodontic software and third-party add-ons with one native platform sold on a per-user monthly subscription.

Product overview

Greyfinch is a cloud-based all-in-one orthodontic practice management platform that unifies scheduling, billing, patient communications, treatment planning, and practice growth tools into a single web-based solution. The platform architecture combines a core Practice Management Platform with integrated modules including Patient Hub (patient self-service), Appointment Widget, Telehealth, Secure Email, Two-Way SMS, eSignature, KPI Dashboard, NPS Reputation Management, New Patient Onboarding, Case Closer Technology, and AI Ceph Tracing. The platform targets multiple segments including single practices, startup practices, group practices, and orthodontic/DSO organizations. Built on HTML5 for universal device compatibility, Greyfinch differentiates through industry-first features like the 24/7 appointment widget, HIPAA-compliant video appointments, automated ceph tracing, and comprehensive practice automation. The platform integrates with Bluefin for payment processing and offers open APIs for third-party app development within its ecosystem.

Differentiator

Problem solved

Functional benefit

Products and services

• Greyfinch Practice Management Platform Core all-in-one cloud SaaS platform for orthodontic practices, bundling scheduling, patient communication, imaging, telehealth, billing and reporting into one subscription. Built for single-location orthodontic practices seeking to replace legacy PMS tools.
• Single Practice Solution Practice-management solution package targeted at independent orthodontists running a single office. Uses the same underlying platform, configured for single-location needs.
• OSO/DSO Solution Practice-management solution package built for orthodontic service organizations (OSOs) and dental service organizations (DSOs) that operate multiple locations. Adds multi-site workflows and consolidated reporting on top of the core platform.
• Startup Practice Solution Practice-management solution package for orthodontists opening a new office, focused on quick go-live, training, and implementation support on top of the core platform.
• Group Practices Solution Practice-management solution package designed for established orthodontic group practices with multiple providers, emphasizing standardized workflows, scheduling consistency, and group-level KPIs on top of the core platform.
• AI Ceph Tracing AI-powered cephalometric tracing product that automates landmark identification on cephalometric X-rays and is integrated into Greyfinch's imaging workflow. Targeted at orthodontists who currently trace cephs by hand or use a separate tracing tool.
• Mobile Records Capture Mobile companion capability that lets orthodontic staff capture patient photos, X-rays, and records from an iOS or Android device and push them directly into the patient chart in Greyfinch.

Quantifiable outcome

• 60% increase in new patient exams
• +3 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability6 records

Feature11 records

Partnerships

Three partnerships are on record, tiered core.

• CephX (Orca Dental AI)coreTechnology or Integration · 24 March 2026CephX has integrated its AI-powered cephalometric tracing technology into Greyfinch's platform. This integration gives Greyfinch customers access to automated ceph tracing without needing separate software. CephX received FDA clearance for 3D imaging, becoming the only orthodontic AI diagnostic support company with both 2D and 3D FDA clearance.
• DEXIScoreTechnology or Integration · 24 March 2026DEXIS has integrated with Greyfinch as part of CephX's global AI imaging ecosystem expansion. This positions Greyfinch as having a comprehensive diagnostic support platform across both 2D and 3D imaging modalities.
• AWS (Amazon Web Services)coreTechnology or IntegrationGreyfinch is built on AWS infrastructure with data backed up on AWS data centers. The platform utilizes a three-tiered backup system with Amazon and two other providers for data security and reliability.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cloud9Ortho: Cloud-based orthodontic practice management software with very similar positioning to Greyfinch - all-in-one scheduling, imaging integration, patient communication and billing for ortho practices. Notably, Greyfinch CEO Jake Gulick previously led sales at Cloud9Ortho, underscoring the direct head-to-head overlap in product and customer.
• Dolphin Management & Imaging Solutions: Long-established dental/orthodontic practice management and imaging software explicitly named as a Greyfinch competitor. Overlaps directly on PMS, imaging, and treatment planning workflows for orthodontic practices, though Dolphin is rooted more strongly in imaging and has a multi-decade installed base.
• Denticon (Planet DDS): Cloud-native dental practice management platform with strong DSO/multi-location focus, comparable in business model (cloud SaaS, per-location pricing, integration ecosystem) and target customers to Greyfinch's OSO/DSO solution - particularly for larger group practices consolidating onto a single platform.
• Curve Dental: Cloud-native dental practice management software serving general dentistry and orthodontic practices, including multi-location groups. Comparable SaaS economics (monthly subscription, integration partners) and overlapping customer base, with comparable 'no servers, no third-party add-ons' positioning.
• Tops Software (Tops Ortho): Direct ortho practice management competitor named in Greyfinch's competitive set. Serves similar SMB and group orthodontic practices with comparable scheduling, billing, and patient communication features, competing for the same replacement deals against legacy installs.
• Edge Orthodontics (OrthoEdge): Orthodontic practice management software named as one of Greyfinch's named competitors. Targets similar SMB and group ortho customers and competes directly for switchers from legacy ortho software stacks.

Broad incumbents

• Carestream Dental: Major incumbent in dental/orthodontic practice management (including legacy OrthoTrac) and imaging. Overlaps with Greyfinch across ortho PMS, imaging, and patient communication, but operates at much greater scale with a global distribution footprint and a broader product portfolio.
• Dentrix (Henry Schein One): Largest incumbent dental practice management software suite, explicitly named as a Greyfinch competitor. Has a much broader dental portfolio and cross-sells into equipment/imaging via Henry Schein's distribution and DSO relationships, but serves the same ortho customers and is the primary platform Greyfinch aims to displace.

Emerging players

• Open Dental: Open-source dental practice management software serving general dentistry and orthodontic practices. Competes primarily on price/value for cost-sensitive SMBs that would otherwise consider Greyfinch's lower-tier $100/month plans, and has an active independent developer community adding features.
• tab32: Cloud-based dental and orthodontic practice management platform with an analytics and data-warehouse emphasis. Comparable in being cloud-native and serving the same DSO/specialty dental segment, and a likely directional competitor as advanced analytics become a differentiator in cloud ortho PMS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/getgreyfinch
• Facebookfacebook.com/getgreyfinch
• LinkedInlinkedin.com/company/greyfinch

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds2 records

Investors

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 Greyfinch