See billing, WIP, receivables, recurring work, and revenue concentration in one place.

AuntBird practice dashboards help accounting and professional services firms monitor potential billing, billable time, expenses, recurring charges, outstanding invoices, unbilled revenue by client, and other operating metrics for selected periods.

Start an AuntBird account Login to AuntBird

AuntBird accounting practice dashboard showing potential billing, billable time, expenses, recurring charges, and accounts receivable

$149/month

Unlimited users and unlimited clients in one connected practice management workspace.

Get started

Move from the firm-wide number to the clients behind it

AuntBird gives firm leaders a practical operating view instead of forcing them to assemble billing, time, recurring work, and receivables from separate systems. Select a period and see the activity that matters for that window.

The dashboard is designed to answer the questions that come up every day: How much work is ready to bill? Which clients make up that WIP? How much is time versus expenses or recurring charges? What is still outstanding after invoicing?

Built for day-to-day firm operations

See the composition of unbilled revenue - not just the total

A total WIP number is useful, but firm leaders often need to know where it came from. AuntBird can break potential billing down by client and source so you can see concentration, investigate unusual balances, and move directly into the Billing Workbench.

Unbilled revenue by client

Visualize which clients account for the largest share of potential billing and review the time, expense, and recurring components behind each amount.

Revenue breakdown

Separate potential billing into billable time, billable expenses, and due recurring charges so the firm can understand what is driving the period.

From insight to action

Use dashboard context as a starting point, then move into billing, invoices, receivables, or reports when a number needs attention.

AuntBird unbilled revenue by client chart and revenue breakdown dashboard

Connected practice management

AuntBird connects dashboard visibility, employee activity, time, billing, invoices, payments, and reporting so information can move through the practice without being recreated in separate spreadsheets.

Designed for accounting and professional services firms

CPA firms, bookkeeping practices, tax professionals, advisory firms, and other client-service businesses can use AuntBird to keep billable activity, WIP, invoices, collections, and team performance visible from the same operating system.

Frequently asked questions

Questions about Accounting Practice Dashboard

What does potential billing include?

Potential billing brings together eligible billable activity such as time, billable expenses, and due recurring charges for the selected period.

Can I see which clients make up unbilled revenue?

Yes. The dashboard can show unbilled revenue by client so firm leaders can see both the total and the customers contributing to it.

Can the dashboard show a selected period?

Yes. Period controls let the firm review the timeframe that matters while the underlying operational detail remains available in the connected workflows.

Is the dashboard only for accounting firms?

AuntBird is designed around accounting and professional services workflows, including CPA firms, bookkeeping practices, tax firms, advisory firms, and other businesses that manage client work and billing.

See the workflow in your own firm.

AuntBird is $149 per month with unlimited users and unlimited clients.

Start an account