Bookkeepers close each month with client answers in hand

Littlebird remembers client email, calls and the books on your screen, so last month's answers are close at hand

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Chat

Which clients still owe me receipts for September, and how did we categorize the software subscription for Tiny Nest Co.?

Worked for 3 steps

Three clients still owe September receipts: Tiny Nest Co., Sparrow & Sons and Birdseed Brands. In July you booked the Tiny Nest Co. subscription under software expenses, after Avery explained by email that it runs the online store.

Past categorizations are ready when month-end comes

Month-end has a rhythm: receipts to collect, a few transactions to ask about and each client's preferences to keep straight. The answers often exist already, in last month's email, a client call or the books you worked on.

Littlebird remembers the email you connect, the calls you take on your computer and the work on your screen, so you can ask how you categorized a vendor or which receipts are still out. It drafts the request or the month-end note, and you decide what goes into the books.

What Littlebird does for you

It works from your meetings, email and the work on your screen, and you stay in charge of what goes out

Check how a charge was handled before

Ask how you categorized a vendor charge for a client last time, and Littlebird answers from the books you had open and the email where the client explained it.

Follow up on missing receipts

A monthly routine lists which clients still owe receipts and what you already asked for, drawn from your email. It runs on schedule, even while your laptop is closed.

Set up a project for each client

A project holds a client's instructions and files, like their reporting format and how they name categories, so drafts for them start from the right details.

Draft the month-end note for each client

Ask for a summary of what you reconciled, what's still open and what needs the client's attention, and Littlebird drafts it from the work you did this month. You edit it and send it.

Littlebird works with the tools you already use

Connect your email, calendar and files on every plan, including the free one

Littlebird also remembers what you see in any app on your Mac or Windows computer.

Integrations

Private by default

Littlebird never sells your data or trains models on it, and neither do its AI providers

You choose what it sees

Pause capture anytime, keep apps and websites out, and delete your data whenever you like.

Private until you share

Your chats, meeting notes and memory stay private to you unless you choose to share them.

Encrypted in the cloud

Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.

Audited security

Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.

Visit the Trust Center Read how we handle your data

Frequently asked questions

Can Littlebird tell me how I categorized a charge before?

Yes. Ask how you handled a vendor charge or a reimbursement for a client, and Littlebird answers from the books you had open and the email or call where it was settled. You decide how to book it this time.

Does Littlebird work with my accounting software?

Littlebird remembers what you see in any app on your Mac or Windows computer, including your accounting software and spreadsheets, so past categorizations and client notes stay easy to find. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Does a bot join my client calls?

No. Littlebird takes notes from your computer's audio, so no bot joins the call and it works with the meeting app you already use. Let clients know you're taking notes, as your practice's policy and local law require.

Is my clients' financial data safe?

Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your chats and notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time.