Scale your company with less effort

Greyfinch goes above and beyond traditional treatment cards and scheduling: You get powerful tools to expand your organization and operate your business like never before. No servers, IT infrastructure, or downloads—just go online and access from any device.


Manage every last detail of your business from one single website

Unlike other PMS that can’t consolidate information across your entire OSO, Greyfinch lets you manage all of your data from one easy-to-use hub—from the parent company down to each individual business unit.

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Organized and efficient data

Manage info across as many locations and brands as you need from one simple source

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Effortless reporting

With easy-to-understand access to your real-time data, you’ll create reports in a fraction of the time

Cloud based

World-class data warehouse

Connect any business intelligence tool to create detailed dashboards and uncover valuable insights

Greyfinch is a game changer! We had been using Dolphin and switching to Greyfinch feels like upgrading from a flip phone to an iPhone. Jake the CEO is super approachable and responsive to feedback from orthodontists. It seems like every month they are innovating or coming out with new features to automate tasks and make our lives easier. Highly recommend for anyone looking for great customer service and a state of the art, all in one, platform for orthodontic practice management software!

Dr. Cyrus Aghdam

Happier Smiles


Strengthen your OSO in ways that other practice management software can’t

Power your business with one centralized database, advanced forecasting tools, KPI reporting, patient communications features, and sales and marketing tools—all in one place

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Expand your patient base

Use powerful lead generation and marketing tools to attract the right patients and grow your business

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Boost your marketing efforts

Our tools and insights can help strengthen your campaigns to gain more patients and boost revenues.

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Enhance your projections

Our financials let you produce cash flow waterfall and prediction reports with more accuracy

Get incredible features to operate your orthodontic service organization like never before


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Smarter invoicing

Our financial tools can tie payments to charges for cleaner, accurate ledgers

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5-star experiences

Use our great tools and Patient Hub to provide high-quality service and impress your patients

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Countless automations

Save time with easy automations for reminders, payments, contracts, and much more.

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More new patients

Our 24/7 appointment widget turns more online visitors into patients

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Easy onboarding

Start new patients with online forms, automated contracts, flexible payments, and more.

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Secure emails and SMS

Send HIPAA-compliant 2-way texts and emails to patients and even external professionals

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Effortless practice management

Easy-to-use and customizable tools will help your teams improve productivity and efficiency.

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Constant innovation

We’re always creating groundbreaking features—never use obsolete software again