About Pixie

Pixie is a practice management software for small accounting and bookkeeping companies that comes with features such as client management, integrated CRM, email management, workflow management, task management, and reporting. The client portal provides a checklist functionality where tasks can be assigned to clients along with automatic reminders. Additionally, the system comes with a document prortal for instant collaboration and document signage.
Pixie Software - Drag and Drop workflow templates

Pixie pricing

Pixie does not have a free version but does offer a free trial. Pixie paid version starts at US$59.00/month.

Starting Price:
US$59.00/month
Free Version:
No
Free trial:
Yes

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Pixie Reviews for UK Users

Feature rating

Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5
5 reviews of 10 View all reviews
Wernardt T.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 24/03/2021

Great for small to medium accounting practices

Pros

Task templates make recurring tasks much easier to manage, and are an excellent way to standardise operating procedures
Having a customisable master client record integrated filled a gap in many other work management solutions
Email integration into workflow using templates really reduces the time spent on routine communications with clients
Client tasks allow more control over traditionally "out of process" dependencies

Cons

Triggers for task recurrence could be enhanced a bit for more flexibility

Kieran P.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/03/2021

The slickest practice management app on the market

A great piece of software, simple to use, quick to set up and get started, and a great support team in [SENSITIVE CONTENT HIDDEN] at the forefront.

Pros

I had used a number of other PM apps over the past few years - Senta, Accountancy Manager. For most of our business life in the past 11 years we used non-sector specific tools to manage tasks.

When I found Pixie, I was immediately drawn to the user interface - it didn't overwhelm! The ability to build our own processes fairly easily within the app was crucial and Pixie hit the mark. We have designed workflows to suit our clients and services and they sit nicely within jobs/tasks.

Pixie doesn't create too many tasks at the front end - each job has a set of tasks to follow, with checklists and embedded loom videos all possible. Great to systemise your processes.

Cons

I'd love the ability to view jobs in terms of milestones. I have yet to find any PM software that does this. We supplement our Pixie usage with a simple Google sheet which works as a rolling job planner.

We take each client job, slot it into a particular month for completion and then roll this week by week. If Pixie could crack that, it would be amazing!

Not really a con though, just a request for something extra special.

Jayne S.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/04/2021

Pixie is our Daily Organiser

Pixie has made it so easy to keep us organised with our work and compile all data we need for our clients. Pixie has been so incredibly intuitive and user friendly, our new employee, [SENSITIVE CONTENT HIDDEN], has done most of the setup. We've barely needed to ask any questions of the online chat help but the questions we have asked have been answered quickly and clearly!
Pixie manages our workflows, deadlines, reviews and any adhoc tasks we need to add as we go because it’s really simple to do that. It’s like a To Do List as well as a regular list / alert reminder all in one!

Pros

It's intuitive and easy to set up for all the workflows we need. Switching from an alternative software was quick and easy. It keeps me sane!
That’s Ideal will continue to grow and be a super proficient bookkeeping business, welcoming new clients with a seam-free onboarding system and then managing their workload and compliance throughout what I hope to be a long-standing relationship with all our clients.

Cons

Only thing that I'm not keen on is the need for Zapier to allow a couple of integrations we need but I understand these will soon be 'direct' and easier to set up.

Nathan C.
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
3
Ease of Use
5
Customer Support
5

4
Reviewed on 25/03/2021

Samera and Pixie

Real good so far

Pros

Very easy to use and love the fact you can customise as much as you want

Cons

The integration could be more diverse and would be good to be able to save to folders as there's potential for a build up of files and emails.
Would love to be able to have interactivity in Pixie with client without the need for email. e.g. client can log in and update their checklist for the tax year

Ben C.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 09/03/2021

Brilliantly Simple Practice Management Software

Pros

The best thing about Pixie is the simplicity of the interface. It's very easy for new users to get to grips with

Client tasks feature and chat window allows interaction with clients and gets stuff done without constant emails back and forth.

Increasing library of work flow templates that can be plug and played into our practice helping us improve service to clients

Automated client emails that can be built into our work flows

[SENSITIVE CONTENT HIDDEN] of Pixie personally provided generous levels of support to help us get the most out of Pixie

Cons

It would be useful to have customisable dashboards to track job statuses by work type. This would really help planning all jobs our practice has to manage

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