AuntBird
The facts below are what the maker publishes about AuntBird, checked and dated. Our editors have not written about it yet.
Plans and prices
From AuntBird's own pricing page, checked 9 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| AuntBird | $149 a month | Unlimited users · unlimited clients · client portal and secure document workflows included · employee dashboards and reporting included · $149/month |
The facts
Each one read from AuntBird's own pages, with the date it was checked.
What it does
- Authentication
- Each ChatGPT plugin user signs in with their own AuntBird firm account and completes AuntBird MFA when required.checked 9 Oct 2001
- 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.checked 9 Oct 2001
- ChatGPT integration
- AuntBird offers a published Practice Management ChatGPT plugin for asking questions about permitted firm data.checked 9 Oct 2001
- 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.checked 9 Oct 2001
- Designed for
- AuntBird is designed for CPA firms, accounting firms, tax professionals, bookkeepers, and other professional service organizations.checked 9 Oct 2001
- Document storage integrations
- AuntBird connects to the firm's Microsoft 365 SharePoint or Google Drive repository, where the client files remain stored.checked 9 Oct 2001
- Performance tracking
- Managers can track employee billable-hour goals, utilization, and progress across weekly, monthly, quarterly, and annual periods.checked 9 Oct 2001
- Recurring work
- Firms can manage recurring bookkeeping and flat-fee engagements while recording employee time spent on that work.checked 9 Oct 2001
- Reports
- AuntBird reports on receivables, invoice activity, revenue, work in progress, utilization, and collections, and supports CSV exports.checked 9 Oct 2001
- 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.checked 9 Oct 2001
- Work in progress
- AuntBird reports approved unbilled work and unbilled revenue alongside billed revenue, collections, and outstanding balances.checked 9 Oct 2001
Money
- 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.checked 9 Oct 2001
