AuntBird Practice Management

Access Auntbird

Category: Finance
Primary Subcategory: Accounting & Bookkeeping

Integration details

Description

Connect ChatGPT to your AuntBird practice management account to securely access the business information you are authorized to view, including clients, engagements, time, billing, invoices, payments, expenses, and practice reporting. Access is controlled by your AuntBird account, firm, role, and permissions.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Accounting & Bookkeeping
Secondary Subcategories: None listed
Brand: AuntBird
Access: Account optional
First tracked: 2026-08-29
Tool count: 22
Geography: US

ChatGPT Plugin Discovery Score

ChatGPT Plugin discovery is coming soon

ChatGPT can surface a Plugin when it matches a user's request.Your Plugin Discovery Score measures how often yours appears.

No spam. Unsubscribe any time.

ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competing in ChatGPT Accounting & Bookkeeping

View Category

Listed in alphabetical order

Primary Subcategory

AgentCollectDiscoverability Score not live yetGet notified when it goes live

AkauntingDiscoverability Score not live yetGet notified when it goes live

AuntBird Practice ManagementDiscoverability Score not live yetGet notified when it goes live

CryptoworthDiscoverability Score not live yetGet notified when it goes live

DigitsDiscoverability Score not live yetGet notified when it goes live

Tools

22 tools agents can invoke

Accounts receivable aging for the connected firm, grouped by client and aging bucket. Requires Reports, Billing, Invoice, and Client viewing permissions.
ar_aging_report
Authoritative AuntBird WIP report. Mirrors the AuntBird Reports > Unbilled Time / WIP calculation: billable time, no invoice, not deleted, not billed/written off; defaults to approved status. Requires Reports and Time Reporting permission.
wip_report
Returns the connected AuntBird user and firm.
who_am_i
Employee utilization and WIP metrics over a date range. Requires Reports and Time Reporting permission.
employee_utilization_report
Exact AuntBird Engagement Profitability report calculation: budget, actual hours, historical stored labor cost from time_entries.cost_rate, billing, collections, and gross margin by engagement. Use analysis_data for ad-hoc profitability questions, comparisons, causes, or alternative analyses. Requires Reports, Billing, Engagement, and Client viewing permissions.
engagement_profitability_report
Executive operational snapshot for the connected firm. Requires Reports permission; each metric is returned only when the connected user also has its underlying AuntBird permission.
firm_command_center
Revenue by client for the connected firm over a date range. Supports accrual (invoice-date) and cash (payment-date) basis. Requires Reports plus the underlying client/billing permissions.
revenue_by_client_report
Return outstanding non-void invoices for the connected firm, optionally as of a date or for one client. Requires both reports and invoice viewing permission.
accounts_receivable
Generic read-only data source for ad-hoc analysis, comparisons, trends, and questions that combine AuntBird data. Use this instead of inventing a new report-specific formula. The connected organization is always taken from OAuth and cannot be supplied by the caller. Each dataset enforces its own AuntBird permission.
analysis_data
Returns a client overview with engagements, invoice balance, and recent time totals.
client_overview
Returns high-level firm counts and financial/work totals for a date range, limited by the connected user permissions.
firm_snapshot
Return one invoice and its invoice lines for the connected firm.
invoice_detail
Return one payment or credit memo and its invoice allocations. The payment must belong to the connected firm.
payment_detail
List AuntBird clients for the connected firm. Use this when the user asks to show, list, browse, or count clients without providing a search term.
list_clients
List employee records for the connected firm. Requires configuration management permission. Does not expose passwords, MFA secrets, or other authentication secrets.
employee_search
Search clients by name, client number, DBA, email, city, or industry.
search_clients
Search engagements and return client, billing method, status, dates, and budget information.
search_engagements
Search firm and client expenses for the connected firm by date, client, billable status, status, or text.
expense_search
Search invoices by invoice number or client and optionally filter status.
search_invoices
List or search payment and credit-memo transactions for the connected firm, with optional date, client, status, and text filters.
payment_search
List recurring invoice templates and schedules for the connected firm, including amount, frequency, next invoice date, and status.
recurring_invoice_search
Search individual time entries for the connected firm. Use wip_report, not this tool, when the user asks for the AuntBird WIP/unbilled-time report or WIP totals. Users with time management/approval permission may see firm time; other users are restricted to their own linked employee record.
time_entry_search

AuntBird Practice Management FAQ

How do I improve a ChatGPT Plugin's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are AuntBird Practice Management alternatives on ChatGPT?

As of 2026-08-29, AuntBird Practice Management competes with AgentCollect, Akaunting, Cryptoworth, Digits, Double, Ekohesap, ExpenseBot, Fattura24, FinOpps, Fiscal Pro, Granatum Financeiro, HelpDol, Inkle, Intuit QuickBooks, Jaz Accounting, Kick, MedFIN, MYOB, Norman, NP Ledger, QBO Connector by Meridian, Validis (US) in ChatGPT Accounting & Bookkeeping, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.