Pixie is a practice management software designed specifically for accounting firms, utilizing automation to streamline workflows, track deadlines, and centralize client data. By reducing administrative tasks and enhancing team collaboration, Pixie enables firms to improve productivity and maintain compliance efficiently.
Funding
$3.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Accounting firms often struggle with inefficient workflows, manual data entry, and scattered client information, leading to wasted time, increased errors, and difficulty in meeting deadlines. Managing client communication, tracking tasks, and ensuring compliance across multiple clients can be particularly challenging.
Solution
Pixie offers a practice management platform designed to streamline operations for accounting firms by automating workflows, centralizing client data, and enhancing team collaboration. The platform allows firms to break down workflows into manageable steps, assign responsibilities, and monitor progress through detailed reports. By automating recurring tasks, sending reminders, and providing a secure client portal, Pixie reduces administrative overhead and improves data accuracy. The system also facilitates training and standardization with embedded resources and templates, ensuring consistency across the firm, whether teams are office-based or remote.
Target Audience
Pixie is designed for accounting firms of all sizes looking to improve efficiency, reduce administrative tasks, and enhance client management.
Features
- Automated workflow management with customizable stages, assignments, and progress tracking
- Centralized client database with custom fields and a timeline of all communications and documents
- Secure, GDPR-compliant client portal for document sharing, task assignments, and e-signatures
- Recurring job automation and automated reminders for key dates
- Pre-built and community templates for best-practice workflows
- Team collaboration features with role-based access control
- Reporting dashboards for complete visibility of work progress
- Integration with other accounting software through API