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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.
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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
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.
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.
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.
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.
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