Last Updated
Overview
Pixie helps small accounting and bookkeeping firms stay on top of tasks, client communication, and deadlines with ease. Although initial setup can feel time-consuming for new users, the software’s built-in automations, document storage, and email integration make it a reliable option for managing client work efficiently.
Overall Rating
Based on 27 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Pixie Specifications
- Contact Management
- Customer Communication Tracking
- Email Integration
- Workflow Automation
What Is Pixie?
Pixie is a cloud-based practice management and customer relationship management (CRM) solution designed for accounting and bookkeeping firms. It centralizes client data, tracks all email and document interactions, and automates routine workflows. With features like custom client fields, timeline views, and automated reminders, Pixie helps firms manage client relationships more efficiently. The platform is ideal for smaller practices seeking a simple, streamlined way to handle both client work and communication in one place.
Pixie Pricing
Pixie employs a transparent, flat-fee pricing structure that scales with a firm's client base rather than its number of users:
- Less than 250 clients: $129/month
- 251-500 clients: $199/month
- 501-1000 clients: $329/month
- Over 1000 clients: £Price on application (POA)/month
Disclaimer: The pricing is subject to change.
Pixie Integrations
Pixie seamlessly integrates with various popular business applications, including:
- Gmail
- Office365
- Clockify
- Zapier
- Xama
Who Is Pixie For?
Pixie is built specifically for professionals nad businesses in the accounting industry, including:
- Accounting firms
- Bookkeeping firms
- CPAs
- Solo practitioners
- Growing firms
Is Pixie Right For You?
Pixie is an ideal solution for accounting and bookkeeping firms looking to enhance efficiency and client satisfaction. Its core strengths include streamlining workflows, centralizing client data, and automating administrative tasks, making it a powerful tool for firms of all sizes. The unique client-based pricing model allows for predictable scaling, ensuring the software grows with your business without unexpected cost increases. Pixie is a strategic investment in sustainable growth, helping firms reinvest time and savings into further development.
Still not sure if Pixie is right for you? Our support staff is available at (661) 384-7070 to help you make a confident decision.
Pixie Features
Email Integration
Pixie automatically saves all email correspondence directly to client records, creating a centralized timeline of communication. This enhances visibility across the team, supports continuity in client relationships, and ensures no interaction is lost or overlooked.
Document Signing
The platform provides a secure, GDPR-compliant client portal for document exchange and e-signature collection. This streamlines the process of obtaining client approvals and signed documents, reducing administrative burden and ensuring compliance while maintaining data security.
Client Onboarding
Pixie offers pre-built and community-sourced templates to expedite client onboarding processes. Firms can use these best practices to quickly set up new clients, migrate existing records, and optimize workflows with automations, ensuring a smooth and efficient start.
Client Reminders
Automated client reminders can be configured to send notifications for key dates and outstanding requests. This reduces manual follow-ups, helps ensure deadlines are met, and improves client communication by proactively prompting necessary actions.
Task Management
The system enables the breakdown of complex jobs into manageable tasks, enabling clear responsibility assignment and progress tracking. This robust task management capability helps monitor job stages and ensures work is completed efficiently before compliance deadlines.
Pros And Cons of Pixie
Pros
Easy to set up and navigate
Workflow automation streamlines recurring tasks efficiently
Strong, responsive customer support team
Cons
Limited built-in collaboration tools available, according to software users
No internal notes on workflows or emails
Pixie Reviews
Total 27 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars70%
4
Stars30%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Construction, N/A employees
More than a year
“Easy setup and configuration”
Pros
The simple interface made it easy for me to implement and configure this platform without hassle.
Cons
For now, I don't find anything missing. Compared to other programs I've used, this one works quite well.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Consumer Goods, N/A employees
More than a year
“Automated online accounting saves time”
Pros
Automating my online accounting process through this tool has saved me so much time and reduced repetitive work.
Cons
I don't really face any issue with anything while using this platform.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, N/A employees
Less than 6 months
“Implementation is easy with custom workflows”
Pros
What I enjoy most is the ability to create workflows and customize client records. It brings functionality down to a practical level, making it easy to implement both client specific and practice specific processes. The setup was minimal and I've been able to add new workflows as I go.
Cons
One limitation I've noticed is the lack of a proper client portal and the inability to add internal notes to tasks, workflows, or emails which would have been very useful.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
7
Functionality
7
Frequently Asked Questions
Does Pixie have a mobile app?
No, Pixie does not have a mobile app.
Does Pixie offer an API?
The vendor hasn’t specified any details regarding its API.
What types of pricing plans does Pixie offer?
Pixie price starts at $129/month for firms with fewer than 250 clients, with higher tiers at $199/month for 251–500 clients and $329/month for 501–1000 clients. Pricing for over 1000 clients is available on application. Request a custom Pixie cost breakdown for your firm today!
What level of support does Pixie offer?
Pixie offers support via email, live chat, FAQS and knowledge base.
What language does Pixie support?
Pixie supports the English language.
Who are the typical users of Pixie software?
The Pixie features are typically used by CPAs, accounting firms, and bookkeeping firms.
What other apps does Pixie integrate with?
Pixie integrates with various apps, including Zapier, Clockify, Office365, and Gmail.