Reporting and analytics
AuntBird accounting practice reporting helps firms analyze accounts receivable aging, invoice activity, revenue by client, unbilled time and WIP, employee utilization, collections, and other operating metrics.
AuntBird groups reporting around receivables, billing, time and WIP, revenue, and workforce performance. Instead of treating reporting as an isolated export, reports are connected to the same clients, engagements, time, invoices, and payments used to run the practice.
Firm leaders can move from a summary to the underlying operational records when a balance, client, employee, or trend needs more investigation.
Built for day-to-day firm operations
Revenue reporting is more useful when it shows both the total and the composition. AuntBird helps surface the clients and billing sources behind potential revenue so managers can identify concentration and act on work waiting to be billed.
See which customers are contributing the most to unbilled revenue instead of relying on one firm-wide WIP number.
Understand how much potential billing comes from time, expenses, and recurring charges.
Use aging, statements, collections, invoice, and payment information to follow revenue beyond billing and into collection.
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.
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
AuntBird includes reporting for accounts receivable, aging detail, customer statements, collections, invoice activity, revenue by client, unbilled time and WIP, and employee utilization.
Yes. Unbilled Time / WIP reporting and dashboard analytics help firms identify work that has been performed but has not yet moved through billing.
Yes. Client-level views help show which customers contribute to billed, collected, outstanding, or potential revenue depending on the report and workflow.
AuntBird is designed so reporting uses the same underlying client, engagement, time, billing, invoice, and payment records used by the practice.