DSOs
OS Dental helps DSOs standardize reporting across locations, regions, brands, and practice management systems.
Planning Suite
Dental Budgeting and Scenario Planning for Groups and DSOs
Build budgets, plan revenue, model expenses, compare scenarios, and track approvals across locations within a single structured workflow.
Trusted by 1500 + Growing Dental Practices & Groups
The Budgeting Challenge
Planning Should Not Depend on Disconnected Spreadsheets
Budgeting should give teams clarity. But scattered spreadsheets make planning harder to manage, review, and keep consistent across locations.
Spreadsheet Budgeting
Separate budget files make planning harder to manage across locations.
Manual Reporting
Teams spend hours pulling reports before planning can begin.
Budget Version Control
Multiple copies make it hard to know what changed.
Revenue Planning
Revenue targets become unclear without capacity-based planning inputs.
Expense Planning
Costs are harder to review when spread across files.
Budget Approvals
Email-based reviews slow down the process of comments, changes, and sign-offs.
Who We Serve
Built for Every Team That Depends on Better Practice Data
Give executives, finance, operations, consultants, and practice teams the views they need.
Emerging Groups
OS Dental helps growing dental groups build a reliable reporting foundation before growth creates more systems, locations, and complexity.
Private Practices
OS Dental helps private practices review production, collections, expenses, goals, provider performance, and budget planning in a single connected view rather than scattered reports.
Multi-site Practices
OS Dental helps multi-site practices compare locations, monitor provider and hygiene performance, review revenue cycle data, and manage planning across each office.
Dental Consultants
OS Dental helps dental consultants review client performance, compare locations, identify reporting gaps, and support planning conversations with connected practice and financial data.
CPAs
OS Dental helps dental-focused CPAs review financial data, expenses, profitability, P&L performance, budgeting inputs, and planning history with better reporting context.
Plan, Review, and Track Budgets in One Place
Planning Suite helps teams organize budget creation, revenue planning, expense modeling, scenario comparisons, approvals, and budget history into a single connected workflow.
Provider Schedule Planning
Plan provider schedules, availability, and production assumptions across locations.
Working Days Optimization
Plan operating days by location and provider to support capacity-based budgeting.
Expense Modeling
Plan fixed, variable, vendor-level, and location-level expenses within a single structure.
Revenue Forecasting
Build revenue plans from working days, provider schedules, and production assumptions.
4-Wall EBITDA Planning
Review location-level profitability using revenue and expense assumptions.
Scenario Planning
Compare planning scenarios without duplicating spreadsheet files.
Approval Workflows
Manage submissions, reviews, approvals, rejections, and ownership.
Commenting Logs
Keep comments, notes, changes, and approval history connected to the budget.
Customer Stories
Dental Leaders Are Replacing Manual Reports With OS Dental
OS Dental is built around the reporting, analytics, and planning challenges dental organizations face every day: disconnected systems, manual spreadsheets, slow reporting cycles, and unclear performance visibility.
Before OS Dental, we were using a Google spreadsheet. We had to pull different reports, put them into the spreadsheet, and analyze the data ourselves.
Caitlin Miller
Regional Manager, Riley Dental Group
There are software solutions that integrate with your PMS. There are software solutions that consolidate your finances. OS Dental does both. That’s why I chose it.
Kalpesh Patel
Founder, Active Dental
We were losing about 15 to 20% of our weekly productivity just in reporting.
Himesh Kana
Managing Partner, Dental Depot DFW
It combines the data from your practice management and accounting software to give you a streamlined set of information without having to go to multiple places.
Kari Hicks
Managing Director, Access Dental Services
Planning Use Cases
First Formal Budget
Create a clear budgeting process for revenue, expenses, and review cycles.
Annual Budget Planning
Standardize budget creation, review, and approval across locations.
Provider Capacity Planning
Understand how provider schedules and working days affect revenue assumptions.
Scenario Planning
Compare growth, cost-control, staffing, or acquisition assumptions.
Approval Management
Track what has been submitted, reviewed, approved, or sent back.
Expense and Vendor Planning
Model fixed, variable, vendor-level, and location-level expenses.
Connected Systems
Key Business Systems Into One Intelligence Layer
Connect PMS, accounting, payroll, phone, marketing, and workflow systems into one dental business intelligence layer.
Frequently Asked Questions
Ready to Run Your Dental Organization From One Source of Truth?
See how OS Dental helps dental groups connect data, simplify reporting, track performance, use AI-supported insights, and plan with more structure.