Levvy provides practice management software specifically designed for accounting and CAS firms. The platform centralizes work management, client data, and document storage while automating repetitive tasks like time tracking and invoicing. This consolidation allows firms to optimize team capacity, improve service delivery, and enhance profitability through integrated reporting and analytics.
Funding
Funding not disclosed
Founders
Product
Problem
Professional services firms often struggle with fragmented communication, scattered task management, and inefficient resource allocation, leading to reduced productivity and suboptimal client experiences. The lack of a centralized platform results in time wasted searching for information, duplicated efforts, and difficulty tracking team performance.
Solution
Levvy is a practice management platform designed to centralize team communication, tasks, and resources for professional services firms, particularly accounting firms. It streamlines workflows, simplifies team collaboration, and enhances client engagement by providing a unified workspace. The platform offers features such as automated workflow templates, real-time capacity management, and integrated time tracking to optimize efficiency and improve visibility across the organization. Levvy also incorporates AI-powered assistance to provide quick access to information, insightful analytics, and data-driven decision-making capabilities. By integrating with popular tools like Gmail, Outlook, QuickBooks, and Slack, Levvy aims to eliminate digital friction and boost overall productivity.
Target Audience
Levvy is primarily targeted towards accounting firms, firm partners, managers, and team members within professional services organizations seeking to improve efficiency, collaboration, and client management.
Features
- Dynamic Workspace: Provides a single-pane view of weekly and monthly tasks with real-time progress tracking and team member availability status.
- Unified Tasks: Centralizes task details, instructions, client passwords, files, and comments in one view, with automated time tracking and secure password management.
- Workflow Automation: Offers pre-built workflow templates and a custom workflow builder with task dependencies, approvals, and smart rescheduling.
- Time Tracking: Automates time capture by user, task, client, and workflow, with manual logging options and seamless time-to-invoice functionality.
- Capacity Management: Provides real-time visibility on team capacity and utilization, enabling bulk task reassignment and custom work hour settings.
- Client Management: Offers centralized client profiles with secure password storage, client referral tracking, and the ability to request client files.
- Document Storage: Automates folder creation for each client and workflow, with customizable user permissions and secure, unlimited storage.
- Reporting & Analytics: Generates profitability reports by client and service, calculates cost per hour for users, and provides real-time budget-to-actual time tracking.
- Invoicing & Billing: Automates invoice generation for hourly and retainer clients, with seamless time-tracking to invoice and integration with Xero and QuickBooks.
- Levvy AI: Provides AI Smart Assist for quick access to client profiles and workflows, AI Explore for analyzing operational data, and AI Insights for performance metrics.