FeeBirdIn development

Set your quarterly billing free.

FeeBird is building a controlled path from custodian files to validated advisory fees and review-ready Excel records. Sensitive client data stays on your computer.

Coming soonPurpose-built for independent RIAs
  • Local processing
  • Human-reviewed exports
  • Complete audit trail
Quarterly AUM BillingOffline by design
Synthetic FeeBird account validation dashboard showing masked account numbers and review exceptions
Synthetic product preview

Sensitive client data stays on your computer.

No cloud file storage. No telemetry in the billing workflow.

Offline by design Human-reviewed exports Versioned calculations

A clear flight path from raw data to approved fees.

One deliberate workflow keeps every account visible before a fee leaves the building.

  1. 01

    Import

    Load custodian files

  2. 02

    Validate

    Resolve every exception

  3. 03

    Calculate

    Apply account-level rules

  4. 04

    Export

    Save review-ready records