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

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Pixie Reviews

Feature rating

Value for Money
4.9
Functionality
4.4
Ease of Use
4.8
Customer Support
4.9
5 reviews of 31 View all reviews
Lorna
  • 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
4

5
Reviewed on 17/10/2022

Short time with Pixie

Good, we can at last see what's going on

Pros

It was simple, we only need generic high level checklists at the moment , workflows may come it was easy to setup and I have got the highest take up level from Pixie when compared to other systems

Cons

The lack of overall dashboard that can show me as business owner the status of all the resource and capacity in graphical form and may be with stats.

Louise
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 20/10/2022

Really good Practice Management Software overall

Pixie is a great Practice customer management system that is very customisable to your own processes. Very easy to set up compared to the last system I used which took months to establish.

Pros

Easy to set up, very easy to create custom workflows, I love the flexibility of the client data fields. My clients really like the links to upload document and receive password protected documents without having to log in to a portal. Just as important is that the team picked it up really well and far prefer it to the last system used.

Cons

It is difficult to get a high level view of the whole work in progress or pending. The emails in box are not the easiest to manage and the documents within the client areas can be messy if not attached to tasks. You have to keep one workflow for one job without too many variations or if you need to make a change, you have to change every single workflow for that job.

Alternatives Considered

Karbon

Reasons for Choosing Pixie

Senta stopped supporting the product due to the Iris takeover, plus my staff members did not get on very well with Senta at all.

Reasons for Switching to Pixie

The flexibility of the product and the outstanding customer service.
Paul
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 11/10/2022

Pixie - Great for smaller accountancy / bookkeeping practices

We enjoy Pixie and its flexibility for workflow management but it needs

Pros

Easy of setting up custom tasks is definitely a major plus

Cons

The document management suite could be better. You have to create one off tasks to put documents that don't relate to specific processes in a "folder" system. Definitely needs improvement

Alternatives Considered

Karbon and AccountancyManager

Reasons for Switching to Pixie

Cost vs functionality.
Jenny
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
5

4
Reviewed on 15/10/2022

Brilliantly customisable

Pixie are great to deal with, the support team are fab and come up with great ideas to how to set things up and customise things. It could really do with a FB group where users can swap ideas as well.

Pros

Best thing about Pixie is that you can create all your processes and workflows from scratch so that they match your business and how it works. This is impossible with an 'out of the box ready' product.

Cons

Pixie's downfall compared to our previous software is its lack of dashboard to give me an overview of where we with everything. You have to used filtered reports which is not even slightly the same thing.

Response from Pixie

Thank you for the feedback Jenny. We're just getting ready to launch the Facebook group: https://www.facebook.com/groups/usepixie

Replied 18/10/2022
Louis
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 17/10/2022

Pixie for the win

It has been great so far - I know some of the above features are in process, and I am looking forward to the growth.

Pros

It's everything you need for an Accounting practice to ensure you don't miss a deadline ever!

Cons

I would like a calendar view/kanban. More accurately predict the entire month and next month's jobs and deliverables. Adding more than one person on a job.

Alternatives Considered

Karbon

Reasons for Choosing Pixie

Ease and simplicity for an Accounting practice.

Switched From

Zoho CRM, Scoro, monday.com and Karbon

Reasons for Switching to Pixie

Pricing and easy user experience.

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