Auntbird - 2026 Pricing, Features, Reviews & Alternatives

AuntBird is cloud-based accounting practice management software that centralizes client management, time tracking, billing, recurring work administration, and firm performance monitoring within a unified workspace. It is designed for CPA firms, accounting firms, tax professionals, bookkeeping firms, and professional service organizations requiring comprehensive oversight of practice operations. The platform consolidates client profiles, engagement definitions, billable time capture, work-in-progress tracking, invoicing, payment monitoring, employee performance metrics, and secure document workflows in a single system. Time capture supports both timer-based and manual entries and includes approval workflows that route submitted entries for manager review before billing.

Client and contact management features enable firms to maintain organized records of client profiles, contact details, billing arrangements, and engagement status. Engagement management allows definition of scope, billing methods, rate schedules, assignment of staff, and status tracking for each matter. Recurring work administration provides visibility into ongoing bookkeeping engagements and flat-fee arrangements while preserving the record of actual time spent on each task. Employee goal-setting functionality permits establishment of billable-hour targets across weekly, monthly, quarterly, and annual periods and tracks both billable and unbillable time allocation. Work-in-progress reporting displays approved unbilled time and unbilled revenue awaiting invoicing.

Billing and invoicing tools convert approved time and completed work into invoices, support recurring invoice schedules, and maintain structured billing workflows. Payment and receivables management records client payments, monitors outstanding balances, tracks advance payments and credit allocations, and provides aging visibility. The client portal grants secure access for clients to view invoices, respond to document requests, upload files, and access shared documents. Document workflow capabilities allow firms to request files from clients, receive portal uploads, and share documents while retaining files in existing cloud storage repositories.

Revenue reporting delivers insights into billed and unbilled revenue, collections, outstanding balances, and client-level financial performance. Practice analytics track utilization rates, profitability metrics, work-in-progress status, invoice activity, goal attainment, and overall firm performance indicators. The software integrates with Microsoft SharePoint and Google Drive to preserve firm controlled document storage while extending workflow functionality. It operates entirely within web browsers and employs role-based access controls that assign permissions to administrators, managers, and employees according to their responsibilities. Reporting data can be exported in CSV format for additional offline analysis or integration with other tools.