CFOs meet the board with the story behind the numbers

Littlebird remembers your meetings, email and screen, so what you told the board and why the forecast moved are at hand

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What did I tell the board about our path to profitability in July, and which assumptions have changed since?

Worked for 3 steps

At the July 18 board meeting, you said the company would break even in Q3 next year, assuming 62% gross margin and hiring held at 85 people. Since then, the September forecast raised hiring to 92, and Riley Parker's pricing email moved the margin assumption to 64%.

The why behind each forecast is ready when asked

Your week runs through the board, the CEO, the auditors and every department head with a budget question. Each conversation adds commitments and context, and the board's next follow-up can touch any of it.

Littlebird remembers your meetings, the email you connect and the work on your screen, from the forecast you reviewed to the deck you sent. Ask what you told the board or where an assumption came from, then draft the board letter and decide what goes out.

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

Keep board commitments in view

Ask what you promised the board, what they asked about and what's due before the next meeting, and Littlebird answers from your meetings, email and the decks you sent.

Trace each forecast assumption

Ask where the growth assumption came from and what has changed since, and Littlebird answers from the meeting, email or model where it was set.

Stay current on department requests

Ask where a budget request, a headcount question or a vendor decision stands, and Littlebird answers from the meetings and threads where it was discussed.

Draft the narrative around the numbers

Ask for a first draft of the board letter or investor update, and Littlebird writes it as a Google Doc from the quarter's meetings, email and documents. You edit the story.

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 help me prepare for board meetings?

Yes. With meeting prep on, Littlebird writes a short brief before meetings on your calendar, including what you promised last time and the questions still open. Ask it to draft the board letter, and it creates a Google Doc for you to edit.

Does Littlebird work with our finance systems?

Littlebird remembers what you see in any app on your Mac or Windows computer, including your ERP, planning tools and dashboards, so the numbers you reviewed 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 our board meetings?

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. For meetings in a room, the iPhone app takes in-person notes. Let people know you're taking notes, as your company's policy and local law require.

How is sensitive financial data handled?

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.

What does Littlebird cost for a finance team?

You can start for free. Paid plans add more capacity and features, and Team plans give each person their own private Littlebird with shared projects. Compare them on our pricing page.