Littlebird. All rights reserved. © 2026
Littlebird remembers every client's numbers, goals, and money conversations -- so coaching builds on their real financial life, every session.
The budget they built, the debt they named, the goal they cried about -- across a full roster, the emotional and numerical details of each client's money life blur together. Asking them to re-explain their situation costs trust you spent months building.
Littlebird holds each client's financial story. Their goals, their numbers as discussed, and the habits they're building. Every session starts from their real situation, and progress becomes visible across months.
Their debts, their goals, and their money history as shared. No client re-explains their situation twice.
What they're working toward and how far they've come. Progress reviews come with the receipts.
What was discussed, what was agreed, and what needs follow-up. Trust is built on remembering.
Session summaries and next steps written from the actual conversation, in your voice.
A real prompt — typed exactly the way you’d say it.
What's Maria's current debt payoff target, and what milestone did we celebrate in our last session?
Connect the tools this work lives in — each one unlocks more Littlebird can find and do.
Littlebird holds SOC 2 certification and meets GDPR and CCPA requirements. Client data is never sold, never used to train models, and deletable at any time.
Basic is free. Plus runs $17 per month on an annual subscription or $20 month to month, with a 14-day free trial.
It connects with Google Calendar, Gmail, and Notion, and reads whatever budgeting tools or documents are on your screen.
Meeting Notes captures sessions with no bot involved and supports more than 10 languages.
Not yet. Littlebird is Mac-only -- join the waitlist for the Windows launch announcement.
More roles Littlebird works for.
Put Littlebird to work.