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Pixie description
Pixie is a cloud-based practice management software designed specifically for accounting and bookkeeping firms of all sizes. It offers a centralized platform to manage clients, deadlines, workflows, emails, and documents. Pixie helps firms streamline operations, improve team collaboration, and reduce time spent on administrative tasks. The software includes features like client relationship management (CRM), workflow automation, task management, and reporting tools. Pixie aims to help accounting firms enhance efficiency, improve client satisfaction, and scale their business.
Who is Pixie best for
Pixie is cloud-based practice management software designed for accounting and bookkeeping firms. It offers a centralized platform for client management, workflow automation, and task management. Pixie helps firms streamline operations, improve team collaboration, and scale their business. A 30-day free trial is available.
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Best fit for small accounting firms seeking practice management solutions.
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Ideal for accounting and bookkeeping firms.
Pixie features
| Supported Pixie supports recurring tasks with flexible scheduling options. |
| Supported Pixie offers a client portal for secure document exchange, task management, and e-signatures. |
| Supported Pixie allows storing client details like name, phone number, and email address. |
| Supported Tasks can be assigned to team members, improving workflow management. |
Pixie pricing
The commentary is based on 1 reviews from Pixie G2 reviews.
Pixie offers excellent value, with users highlighting its affordable pricing and robust features. Many consider it the best management software for the price, praising its ease of use and comprehensive functionality. While specific pricing details aren't available in reviews, users consistently emphasize its cost-effectiveness.
See the Pixie pricing page.
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Pixie has a free trial.
Less than 250 clients
Includes workflow automation, recurring jobs, job auto-assignment, auto-reminders, client tasks, external and internal deadline tracking, work report, powerful custom fields, email and document timeline, hassle-free document portal, document e-signing, secure file sharing (GDPR compliant), thousands of Zapier integrations, starter workflow templates, template marketplace, migration process, live chat support, self-service training, step-by-step Standard Operating Procedures, embed training videos in SOPs and add team members at no additional cost.
Pixie alternatives
CanopyBetter for financial institutions. Has more momentum. Offers automated billing and a contact management feature. A Pixie alternative and competitor.Read more
KarbonBetter for team collaboration and workflow automation. Has a client portal for communication and task management. Geared towards accounting firms. Is growing faster than Pixie. More expensive per user.Read more
BrightMore focused on accounting and payroll solutions for UK and Ireland. Better for users who need payroll tax compliance features like RTI and Auto Enrollment. Well-regarded for ease of use, especially for payroll and tax filing, but some users find navigation difficult. Strong customer support, though response times can be slow.Read more
Financial CentsBetter for finance businesses. Has time tracking and workflow management features. Growing faster than Pixie. Users love its ease of use and automated reminders but dislike its pricing and lack of email integration.Read more
KeeperIntegrates with QuickBooks and Xero. Has a client portal accessible via web and mobile apps. Offers automated file review and customizable reporting. Growing faster than Pixie.Read more
Pixie FAQ
What is Pixie and what does Pixie do?
Pixie is cloud-based practice management software for accounting and bookkeeping firms. It provides a central platform for client management, workflow automation, task management, and reporting, helping firms streamline operations and improve client satisfaction. It offers features like recurring tasks, client portals, and secure document exchange.
How does Pixie integrate with other tools?
Pixie integrates with other tools through its client portal, facilitating secure document exchange and e-signatures. It also supports recurring tasks, which can be automated for streamlined workflows. More details on specific integrations are limited.
What the main competitors of Pixie?
Pixie's main competitors include Karbon, Canopy, TaxDome, Keeper, Financial Cents, and TPS Cloud Axis. These alternatives offer similar practice management features for accounting and bookkeeping firms, including workflow automation, client portals, and task management.
Is Pixie legit?
Pixie is a legitimate practice management software with a 4.8/5 rating on G2 based on 11 reviews. It offers features like client portals, recurring tasks, and client information management to streamline workflows for accounting firms. A 30-day free trial is available for those interested in trying Pixie.
How much does Pixie cost?
Pixie's pricing starts at $129 per month for firms with under 250 clients. This includes unlimited users and core features like workflow automation and client portals. A free 30-day trial is available to help determine if Pixie is worth the cost. Contact Pixie for pricing for larger firms.
Is Pixie customer service good?
Pixie's customer service is highly praised in reviews. Users describe the support as "great," "fantastic," and "excellent," highlighting the ease of problem-solving and helpful customer interactions. This positive feedback suggests a strong commitment to customer satisfaction.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.