On the recordRead 9 Oct 202612 facts
AuntBird
Plans and prices
AuntBird
$149a month
Unlimited users · unlimited clients · client portal and secure document workflows included · employee dashboards and reporting included
Read 9 Oct 2026 · auntbird.com
On the record
- Authentication
- Each ChatGPT plugin user signs in with their own AuntBird firm account and completes AuntBird MFA when required.auntbird.com · read 9 Oct 2026
- ChatGPT access controls
- AuntBird says its firm, role, and user permissions limit the plugin's data access, and firm administrators can enable or disable access for the firm and individual users.auntbird.com · read 9 Oct 2026
- ChatGPT integration
- AuntBird offers a published Practice Management ChatGPT plugin for asking questions about permitted firm data.auntbird.com · read 9 Oct 2026
- Client portal
- Clients can access invoices and billing information, respond to document requests, upload files, and access documents shared by the firm through the portal.auntbird.com · read 9 Oct 2026
- Designed for
- AuntBird is designed for CPA firms, accounting firms, tax professionals, bookkeepers, and other professional service organizations.auntbird.com · read 9 Oct 2026
- Document storage integrations
- AuntBird connects to the firm's Microsoft 365 SharePoint or Google Drive repository, where the client files remain stored.auntbird.com · read 9 Oct 2026
- Performance tracking
- Managers can track employee billable-hour goals, utilization, and progress across weekly, monthly, quarterly, and annual periods.auntbird.com · read 9 Oct 2026
- Recurring work
- Firms can manage recurring bookkeeping and flat-fee engagements while recording employee time spent on that work.auntbird.com · read 9 Oct 2026
- Reports
- AuntBird reports on receivables, invoice activity, revenue, work in progress, utilization, and collections, and supports CSV exports.auntbird.com · read 9 Oct 2026
- Time and billing
- Users can enter time with timers or manual entries, submit it for approval, and use approved work in billing workflows and invoices.auntbird.com · read 9 Oct 2026
- What it does
- AuntBird is cloud-based accounting practice management software connecting clients, engagements, recurring work, time tracking, billing, payments, reporting, employee goals, and firm administration.auntbird.com · read 9 Oct 2026
- Work in progress
- AuntBird reports approved unbilled work and unbilled revenue alongside billed revenue, collections, and outstanding balances.auntbird.com · read 9 Oct 2026
