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AuntBird

auntbird.com

From $149/mo Web
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Spec score 7.5 #20 of 29 in Accounting Practice Management Software

Spec sheet

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.Read 9 Oct 2026 · auntbird.com
Authentication
Each ChatGPT plugin user signs in with their own AuntBird firm account and completes AuntBird MFA when required.Read 9 Oct 2026 · auntbird.com
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.Read 9 Oct 2026 · auntbird.com
ChatGPT integration
AuntBird offers a published Practice Management ChatGPT plugin for asking questions about permitted firm data.Read 9 Oct 2026 · auntbird.com
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.Read 9 Oct 2026 · auntbird.com
Designed for
AuntBird is designed for CPA firms, accounting firms, tax professionals, bookkeepers, and other professional service organizations.Read 9 Oct 2026 · auntbird.com
Document storage integrations
AuntBird connects to the firm's Microsoft 365 SharePoint or Google Drive repository, where the client files remain stored.Read 9 Oct 2026 · auntbird.com
Performance tracking
Managers can track employee billable-hour goals, utilization, and progress across weekly, monthly, quarterly, and annual periods.Read 9 Oct 2026 · auntbird.com
Recurring work
Firms can manage recurring bookkeeping and flat-fee engagements while recording employee time spent on that work.Read 9 Oct 2026 · auntbird.com
Reports
AuntBird reports on receivables, invoice activity, revenue, work in progress, utilization, and collections, and supports CSV exports.Read 9 Oct 2026 · auntbird.com
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.Read 9 Oct 2026 · auntbird.com
Work in progress
AuntBird reports approved unbilled work and unbilled revenue alongside billed revenue, collections, and outstanding balances.Read 9 Oct 2026 · auntbird.com

Plans and prices

AuntBird $149 a month $149/month Unlimited users · unlimited clients · client portal and secure document workflows included · employee dashboards and reporting included Read 9 Oct 2026 · auntbird.com

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Where Specifiction places it

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