Pixie
Practice management software for accounting and bookkeeping firms
Pixie is a practice management platform for accounting and bookkeeping firms, designed to organise workflows, track job progress against deadlines, and centralise client information in one place. It addresses the administrative overhead of running a practice by automating recurring work and keeping client records, correspondence, and documents together.
Core capabilities include workflow automation with recurring jobs and auto-assignment, client records with custom fields and an email and document timeline, a GDPR-compliant document portal with e-signing and secure file sharing, and reporting on job progress. The platform offers standard operating procedures with embedded training videos, starter workflow templates, a template marketplace, and thousands of Zapier integrations. Security measures include encryption at rest and in transit, hosted on AWS in the UK.
Pixie is aimed at accounting and bookkeeping firms of varying sizes. It is packaged as a flat monthly fee based on the number of clients, with unlimited users included at no extra cost. A 30-day free trial with full feature access is available, and support includes live chat, email, documentation, and the Pixie Academy.
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