About Pixie

Pixie is a practice management software that helps you get your accounting or bookkeeping practice running like clockwork. Its powerful workflow automation means you and your team will spend less time doing manual admin. Its flexible CRM allows you to centralise client details alongside the email and document timeline. Lastly, Pixie's world-class support will help you hit the ground running and successfully implement Pixie at your practice.
Pixie Software - Deadline and workflow management
Pixie Software - Drag & drop workflow automation
Pixie Software - Workflow automation with document signing
Pixie Software - Flexible CRM with customisable fields, contacts and multi-client links
Pixie Software - Email integration with Google and Microsoft Office 365
Pixie Software - Deadline and workflow management - thumbnail
Pixie Software - Drag & drop workflow automation - thumbnail
Pixie Software - Workflow automation with document signing - thumbnail
Pixie Software - Flexible CRM with customisable fields, contacts and multi-client links - thumbnail
Pixie Software - Email integration with Google and Microsoft Office 365 - thumbnail

Pixie pricing

Pixie does not have a free version but does offer a free trial. Pixie paid version starts at US$69.00/month.

Starting Price:
US$69.00/month See pricing details
Free Version:
No
Free trial:
Yes

Alternatives to Pixie

17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a... Learn more
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems,... Learn more

Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then... Learn more

Notejoy

Notejoy is a collaboration software designed to help sales, remote and support teams upload and collaborate with... Learn more
TaxDome is an accounting practice management software designed to help bookkeepers, accounting firms, and certified... Learn more
Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and... Learn more

Pixie Reviews

Feature rating

Value for Money
4.9
Functionality
4.4
Ease of Use
4.9
Customer Support
5
5 reviews of 14 View all reviews
Wernardt
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 24/3/2021

Great for small to medium accounting practices

Pros

Task templates make recurring tasks much easier to manage, and are an excellent way to standardise operating procedures
Having a customisable master client record integrated filled a gap in many other work management solutions
Email integration into workflow using templates really reduces the time spent on routine communications with clients
Client tasks allow more control over traditionally "out of process" dependencies

Cons

Triggers for task recurrence could be enhanced a bit for more flexibility

Ben
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 9/3/2021

Brilliantly Simple Practice Management Software

Pros

The best thing about Pixie is the simplicity of the interface. It's very easy for new users to get to grips with

Client tasks feature and chat window allows interaction with clients and gets stuff done without constant emails back and forth.

Increasing library of work flow templates that can be plug and played into our practice helping us improve service to clients

Automated client emails that can be built into our work flows

[SENSITIVE CONTENT HIDDEN] of Pixie personally provided generous levels of support to help us get the most out of Pixie

Cons

It would be useful to have customisable dashboards to track job statuses by work type. This would really help planning all jobs our practice has to manage

Alternatives Considered

Karbon

Reasons for Choosing Pixie

Better Workflow tracking

Switched From

AccountancyManager

Reasons for Switching to Pixie

Price, positive feedback from others in my accountancy communities
Nathan
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
3
Ease of Use
5
Customer Support
5

4
Reviewed on 25/3/2021

Samera and Pixie

Real good so far

Pros

Very easy to use and love the fact you can customise as much as you want

Cons

The integration could be more diverse and would be good to be able to save to folders as there's potential for a build up of files and emails.
Would love to be able to have interactivity in Pixie with client without the need for email. e.g. client can log in and update their checklist for the tax year

Leslee
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Features
5
Ease of Use
4
Customer Support
0

5
Reviewed on 23/6/2022

Pixie for Bookkeeping Practice Management

Very good. I'm pleased with how functional it is

Pros

I Use Pixie for workflow management for my clients. Workflow tempt are easy to create and utilize. The Pixie training videos are very helpful

Cons

I wish I could create questionnaires to send to clients

Alternatives Considered

17hats

Reasons for Choosing Pixie

recommendation from peers

Switched From

17hats

Reasons for Switching to Pixie

My professional group (Pure Bookkeeping) use a Pixie based workflow app.
Kieran
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 5/3/2021

The slickest practice management app on the market

A great piece of software, simple to use, quick to set up and get started, and a great support team in [SENSITIVE CONTENT HIDDEN] at the forefront.

Pros

I had used a number of other PM apps over the past few years - Senta, Accountancy Manager. For most of our business life in the past 11 years we used non-sector specific tools to manage tasks.

When I found Pixie, I was immediately drawn to the user interface - it didn't overwhelm! The ability to build our own processes fairly easily within the app was crucial and Pixie hit the mark. We have designed workflows to suit our clients and services and they sit nicely within jobs/tasks.

Pixie doesn't create too many tasks at the front end - each job has a set of tasks to follow, with checklists and embedded loom videos all possible. Great to systemise your processes.

Cons

I'd love the ability to view jobs in terms of milestones. I have yet to find any PM software that does this. We supplement our Pixie usage with a simple Google sheet which works as a rolling job planner.

We take each client job, slot it into a particular month for completion and then roll this week by week. If Pixie could crack that, it would be amazing!

Not really a con though, just a request for something extra special.

Related categories