Last Updated
Overview
Levvy centralizes practice management for accounting and professional services firms by combining workflows, client management, and time tracking in one platform. Reporting customization options remain somewhat limited; however, its unified structure and AI-driven insights help teams stay organized, reduce manual effort, and maintain operational clarity.
Overall Rating
Based on 7 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Levvy Specifications
- Invoice Management
- Billing And Invoicing
- Alerts/Notifications
- Customizable Reports
What Is Levvy?
Levvy is a cloud-based practice management software platform designed specifically for accounting firms and professional services teams to centralize and streamline their workflows, client engagements, and internal operations. The platform unifies tasks, client management, time tracking, communication, and more in a single workspace.
The software offers features such as work management, workflow automation, reporting and analytics, and built-in AI capabilities to boost efficiency and visibility. Levvy helps firms reduce manual work, improve collaboration, and make smarter, data-driven decisions across projects and teams.
How Much Does Levvy Cost?
Levvy pricing starts at $59/user/month for its Starter plan. It also offers two additional plans as well, including:
- Whole Firm - $79/user/month
- Enterprise - Custom pricing
The software also offers a 14-day free trial as well.
In addition to the Levvy pricing plans, additional expenses may arise depending on usage scale and configuration requirements, typically in line with industry-standard ranges for advanced tools, integrations, and optional features.
- Implementation and onboarding: $500–$2,500 - Initial workflow setup, team training, and configuration of templates to match firm processes
- Data migration: $300–$1,500 - Importing client records, historical tasks, and document libraries from existing systems
- Integrations and API access: $200–$1,500 - Connecting accounting software, billing platforms, and document management tools
- Advanced analytics and AI features: $600–$3,000/year - Custom reporting, AI-driven insights on team capacity, profitability, and workflow optimization
Disclaimer: The pricing is subject to change.
Levvy Integrations
The software integrates with the following third-party applications, including:
- Gmail
- Outlook
- QuickBooks
- Slack software
- Xero
- Zapier software
Who Is Levvy For?
Levvy software serves a wide range of industries and sectors, including:
- Accounting
- Consulting
- Financial services
- Bookkeeping
- Advisory services
Is Levvy Right For You?
Are you looking for a practice management platform that unifies workflows, client oversight, and time tracking while boosting firm productivity with built-in intelligence? Levvy helps firms burdened by scattered tools and manual processes streamline operations and gain real-time visibility into performance. It solves common pain points like inconsistent task follow-up and inefficient billing so teams can focus on delivering high-value work.
Levvy supports compliance with General Data Protection Regulation (GDPR) requirements for handling personal data securely, ensuring privacy rights and regulatory alignment.
Security and scalability are built into the platform with enterprise-grade data protection and encrypted document storage, enabling firms to grow confidently without sacrificing control.
Still not sure if Levvy is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Levvy Features
Work Management
Levvy features intuitive work management capabilities that centralize tasks, priorities, and communication in one dynamic workspace. It helps teams stay aligned on daily responsibilities, manage ad hoc work effectively, and maintain focus on high-value activities without losing visibility across ongoing client engagements.
Workflow Automation
Designed to reduce repetitive effort, this feature enables firms to automate processes using pre-built templates or custom workflows. Task dependencies, approvals, and smart rescheduling help eliminate bottlenecks, maintain consistency, and ensure work progresses smoothly across teams and deadlines.
Time Tracking
Built-in time tracking captures billable and non-billable hours automatically while allowing manual adjustments when needed. It provides detailed breakdowns by workflow, role, and rate, supporting accurate billing, transparent audits, and seamless time-to-invoice processes without relying on separate tools.
Capacity Management
Real-time capacity insights give managers visibility into workloads and team availability. By adjusting priorities, reassigning tasks in bulk, and customizing work hours, firms can balance responsibilities effectively, prevent burnout, and optimize productivity across departments.
Pros And Cons of Levvy
Pros
Improves productivity by centralizing all workflow information
Enhances visibility across tasks, clients, and teams
Reduces missed deadlines through structured task tracking
Cons
Invoicing functionality lacks native payment processing
Time tracking and reporting need further refinement
Levvy Reviews
Total 7 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Task visibility that changed everything”
Pros
This platform has been fantastic for visualizing all the different tasks our business depends on. It's very simple, quick to pick up and it takes a lot of pressure off our team by helping make sure no task or deadline slips through the cracks. Honestly it's hard to imagine how our business even operated before Levvy.
Cons
I really don't have any complaints and there isn't anything about the app that I dislike.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“fantastic workflow support”
Pros
Keeping projects on track has been much simpler with Levvy. From a management point of view, planning, assigning and scheduling work for the team feels effortless. The time report review is especially helpful for making smarter budgeting decisions and it keeps everything efficient and well organised. It really works as an all-in-one workflow solution that improves team coordination. On top of that the two-way communication with the team and their ongoing development of the app make us feel genuinely supported and it's clear they understand what we need to improve our workflows and processes. Overall I'd highly recommend it.
Cons
There's honestly nothing that stands out as a downside in the Levvy app.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“efficient onboarding and workflow tools”
Pros
Getting started felt very well supported especially with the direct Zoom calls that made the transition feel smooth. It keeps my client management and invoicing much more organized which has been a big help. The workflow library and time reports are especially valuable to me, the workflow library has excellent templates for setting up new clients and the time reports make it easy to track user time and task details each day. Communication from their team has also been outstanding, with quick responses whenever I need help which really shows the value.
Cons
One thing I'd still like to see improved is the invoicing feature. Right now I can't bill clients directly from the app and that's something I used in FinancialSense that I really appreciated. Having to rely on an outside service like CPACharge to save and send invoices adds an extra step to my workflow. If they added built-in payment processing so I could create and send invoices and have payments go directly to my bank account it would make the whole process much more efficient and could remove the need for extra apps.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Levvy offer an API?
The vendor has not disclosed information regarding its API.
What other apps does Levvy integrate with?
Levvy integrates with Gmail, Outlook, QuickBooks, Slack software, Xero, and Zapier software.
What level of support does Levvy offer?
Levvy provides support via live chat.
Who are the typical users of Levvy?
Levvy serves industries including accounting, consulting, financial services, bookkeeping, and advisory services.
What language does Levvy support?
Levvy supports the English language.
Does Levvy have a mobile app?
No, Levvy does not have a mobile app.
What types of pricing plans does Levvy offer?
Levvy pricing starts at $59/user/month for its Starter plan, with additional plans including Whole Firm at $79/user/month and Enterprise at custom pricing. Request a custom Levvy price quotation.