Financial coaches see how far each client has come

Littlebird remembers your sessions and the budgets you review together, so you can see each client's progress across months

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What's Avery's debt payoff target, and what milestone did we celebrate in our last session?

Worked for 3 steps

Avery's target is to clear the last two cards, about $4,000, by June, starting with the smaller balance. In the October 7 session you celebrated the store card being paid off, and Avery planned to move that payment to the next card.

Each client's money story is ready when the session starts

Money conversations are personal: the budget a client built, the debt they finally named and the goal that matters most to their family. Across a full roster, each session goes further when it starts from where that client's story left off.

Littlebird remembers your sessions, the email you connect and the budgets and spreadsheets you review on screen, so you can ask about any client's goals, numbers and milestones. It drafts the recap and the action plan, and you decide what to send. It gives no financial advice, so the guidance stays yours.

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

Start each session from the client's story

With meeting prep on, Littlebird writes a short brief before sessions on your calendar: the goals the client set, the numbers you discussed and what they've emailed about since.

Track goals and milestones over months

Ask how a client's emergency fund has grown since January or when they paid off the first card, and Littlebird answers from your sessions and the sheets you reviewed together.

Keep money conversations organized

Littlebird writes a summary with action items after each session, and Custom Instructions can set the format you like, such as goals, numbers discussed and next steps.

Draft check-ins and action plans

Ask for a recap or a 90-day action plan, and Littlebird drafts it from the session as a Gmail or Outlook draft or a Google Doc. You review 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

Does Littlebird give financial advice?

No. Littlebird keeps your session notes, answers questions about what you and your clients discussed and drafts recaps and plans for you to review. The guidance stays yours.

Does Littlebird work with budgeting apps and spreadsheets?

Littlebird remembers what you see in any app on your Mac or Windows computer, including the budgets and spreadsheets you review with clients, so you can ask how a client's numbers have changed, and you can keep any app out of its memory. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Does a bot join my coaching 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 and get their consent, as your practice's policy and local law require.

Are my clients' financial details kept private?

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.