Accountants: stop reconstructing your week
Littlebird tracks every client's outstanding documents, questions, and deadlines -- so busy season runs on a system instead of your memory.
Download for free
Apple Silicon · macOS 13+
Littlebird tracks every client's outstanding documents, questions, and deadlines -- so busy season runs on a system instead of your memory.
Apple Silicon · macOS 13+
Busy season means forty clients, each convinced their situation is uniquely urgent, and a trail of "as discussed" that lives across calls, emails, and spreadsheets. The work isn't the accounting -- it's reconstructing what was agreed.
Littlebird pays attention to your screen and your calls and remembers all of it. Ask what a client actually said about their entity structure, find the figure from a thread in seconds, and let it draft the chase emails you'd normally write at 9pm.
Every call and email becomes searchable memory. When a client disputes what was agreed on their quarterly review, you pull the exact moment instead of the approximate one.
The missing-documents email, the deadline reminder, the "as discussed on Tuesday" summary -- drafted in Gmail with the real details filled in, ready for your review.
Promises made on calls -- the amended return, the K-1 question, the payroll follow-up -- come back to you as dated items instead of 11pm realizations.
Before a review call, Littlebird pulls together what was discussed last time, what's outstanding, and what the client emailed about since. You prep in minutes, not the hour before.
A real prompt — typed exactly the way you’d say it.
Summarize everything the Hendersons have told us about their rental properties and list what's still outstanding for their filing.
Connect the tools this work lives in — each one unlocks more Littlebird can find and do.
Littlebird connects with Outlook and Google Drive for deeper context and actions, and because it reads what's on your screen, it can use figures from a spreadsheet you have open -- no export, no copy-paste.
No. It captures and summarizes meetings without a bot joining, so client calls stay one-to-one.
It drafts in Gmail using the real context of the client relationship, and you review before anything sends. Most accountants use it for chases and summaries they already know the content of.
Littlebird holds SOC 2 certification and GDPR-aligned and CCPA-aligned data handling. Nothing you capture is ever sold or fed into model training, capture is yours to control, and deletion is always one click.
More roles Littlebird works for.
Put Littlebird to work.
Apple Silicon · macOS 13+
