Pixie Reviews

“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.

“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.

“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.

“custom workflows and quick adoption by team

Pros

I found it very easy to set up and loved creating custom workflows. The flexibility in client data fields makes my work smooth and my clients appreciate the ability to upload and receive password protected documents without using a portal. My team also picked it up quickly and prefer it over the previous system.

Cons

Managing ongoing work feels tricky since I don't get a clear high level view of everything pending and the inbox is not the easiest to organize, especially when client documents aren't properly attached to tasks.

“user friendly and highly recommended

Pros

For me, this platform is very easy to use and I honestly love it. It's something I'd gladly recommend to friends.

Cons

There isn't really anything I dislike, I genuinely love everything about this platform.

“simple setup with high adoption rate by team

Pros

When I started using this tool, it was simple to set up with just high level checklists and the adoption rate among my team was the highest compared to other systems we tried.

Cons

As a business owner, I find myself wishing for a dashboard that could show me resource allocation and capacity in a graphical way with stats.

“Easy to use with excellent customer support

Pros

I found it easy to use while still detailed enough to be effective. It feels efficient and I must say the customer support is second to none.

Cons

File management leaves me wanting more and the client portal could also use some improvements.

“user friendly features making daily tasks easier

Pros

Using this platform has been easy because of its user friendly features which make daily tasks easier for me.

Cons

When glitches occur with cloud storage, I sometimes have to wait longer than expected for the support team.

“Ideal for meeting deadlines

Pros

This tool gives me everything I need to ensure deadlines are never missed in my accounting practice.

Cons

I'd appreciate a calendar or kanban view to better predict workloads for the month and assign multiple people to a job more effectively.

“great support and simple training videos

Pros

I like how simple the training videos are, combined with the support from our account manager which made adoption much easier for me.

Cons

Sending certain data formats isn't possible for me and deeper integration with Xero would be very helpful.

“Create tailored workflows from scratch

Pros

Best part for me is being able to create all processes and workflows from scratch, tailoring them exactly to my business instead of adjusting to a ready made system.

Cons

Compared to my previous software, the lack of a true dashboard makes it harder for me to get an overview without relying on filtered reports which don't feel the same.

“perfect for automated reminders

Pros

Automated emails and reminders for outstanding tasks every week have been a huge plus for me and my team. Collaborations also helped simplified our onboarding process.

Cons

Waiting to receive reports through email slows my process at times.

“simple communication with email integration into tasks

Pros

I appreciate how emails integrate with tasks. Client emails can be sorted into existing tasks, new tasks or delegated to teammates which makes communication simple.

Cons

Email integration could improve since images from signatures clutter the files tab and I'd also like more flexibility in changing the task deadlines without going deep into settings.

“smooth setup with easy email integration

Pros

When I set up this platform, I found it very easy. Adding workflows and tasks required no intensive training and email integration ensured nothing was lost. I really like how jobs can be set up on the fly.

Cons

Although this tool helps with managing emails, it's still overwhelming to track them all. I have to hunt for jobs and for employees it's easy to neglect updates. A kanban style view and interdependent tasks that trigger automatically would make it more useful for me, along with more regular feature enhancements.

“easy task creation & workflow management

Pros

As a task oriented person, I really appreciate the ability to create tasks and subtasks. Templates make it even better by organizing everything in a simple way.

Cons

It took me some time to figure out where everything was without formal training.

“Assigning work and checking emails is easy!

Pros

Task management in this platform makes it easy for me to assign work to team members and check all client emails without needing to ask anyone if they received something.

Cons

Even though I like sharing emails with staff, I find the email tab itself lacking, drafts and inline attachments like images don't show properly.

“custom tasks save time

Pros

For me, the ease of setting up custom tasks is a major advantage that saves time and keeps everything organized.

Cons

The document management suite needs improvement because adding documents that aren't linked to specific processes, like creating one off tasks, is inefficient.

“Reliable platform for organizing and prioritizing tasks

Pros

This tool feels simple to use and I rely on it to organize and prioritize tasks. Assigning work to colleagues at different stages is smooth and efficient.

Cons

I don't face major issues but I've noticed that setting internal deadlines on recurring tasks doesn't always run smoothly.

“easy to use for workflow management

Pros

I use this platform mainly for workflow management and I find the workflow templates easy to create and apply. The training videos also help me a lot when setting things up.

Cons

This platform allowed me to create questionnaires that I could send directly to clients. I do not have anything negative to mention here.

“Perfect tool for managing clients and projects

Pros

As a new business owner, I was looking for software to manage both clients and projects and this tool met all those needs perfectly.

Cons

I was completely satisfied with how this software worked for me.