AuntBird Practice Management

Toledo Consulting

About this app

AuntBird Practice Management

AuntBird is an all-in-one practice management platform designed for accounting firms, bookkeeping firms, consultants, and other professional service organizations.

Manage your firm from one place with tools for clients, engagements, time tracking, billing, invoicing, payments, expenses, documents, employee performance, reporting, and more.

Practice Management
Organize clients and engagements, assign work, track activities, manage recurring services, and keep important client information accessible to your team.

Time Tracking & Billing
Record billable and non-billable time, manage time cards, track work by engagement and activity, and turn completed work into invoices through an integrated billing workflow.

Invoicing & Payments
Create one-time and recurring invoices, track outstanding balances, record payments and credits, monitor accounts receivable, and maintain a clear billing history for each client.

Document Management
Securely store and organize documents associated with your firm and clients, helping your team keep important information connected to the work it supports.

Client Portal
Give clients convenient access to information such as invoices and other resources provided by their firm.

Reporting & Insights
Review revenue, outstanding receivables, profitability, employee goals, time utilization, and other information that helps you understand how your practice is performing.

AI Integration
AuntBird supports integration with ChatGPT, allowing authorized users to securely interact with permitted AuntBird business information using natural-language requests.

Built for the Whole Firm
Role-based permissions help firms control which features and information employees can access. Multi-factor authentication provides additional account security.

Simple Pricing
AuntBird is $149 per month with unlimited users and unlimited clients. No per-seat pricing.

AuntBird brings the tools needed to manage a professional practice together in one platform—helping firms spend less time switching between systems and more time serving their clients.

What’s new

Initial release of AuntBird Practice Management for Android. Manage clients, engagements, time and expenses, billing, invoicing, reporting, document storage, and practice operations from your mobile device.