Pixie vs. Asana For Accountants & Bookkeepers

pixie vs asanaPixie is built to help small accounting & bookkeeping firms to manage emails, tasks, files and client deadlines all in one place.

See how it stacks up against Asana for accountants and bookkeepers. 

Why should accountants & bookkeepers choose Pixie over Asana?

See what makes Pixie the better choice for small accounting & bookkeeping firms:

  Pixie Asana

Built for accountants & bookkeepers

Pixie was built exclusively for accounting & bookkeeping firms. Get started without any additional configuration to make it suitable for the way you work.

 

One single price for your entire team

We believe in simple, affordable pricing. That’s why when you sign up for Pixie you’ll pay one single price for unlimited team members and unlimited clients.

 

Schedule recurring tasks

The nature of your work means that some tasks are recurring. Easily set tasks & jobs to recur on a weekly, monthly or annual basis and never worry about missing them again.

Accounting specific workflow templates

Pixie comes with some ready-made workflow templates especially for accounting & bookkeeping firms such as monthly client check-ins and running clients payroll.

 

Job subtasks

Easily break down larger jobs and tasks into a series of smaller subtasks and track completion with our progress bar.

Deadline Tracking

See what’s open, what’s coming up and what’s overdue on your Pixie dashboard with our deadline tracking feature.

Task Snoozing

Has something come up that you don’t want to work on right now? No problem, simply snooze the task for a later date and be notified when it next comes up.

 

Task Delegation

Start to offload work and get your team members more involved by delegating tasks to them in just a few clicks. Easily track what’s been delegated with our work reports. 

Single client record

Get instant answers to queries and questions. Email history, internal notes, files and jobs all in one place. It’s your single source of truth. 

 

2-Way Email Sync

Email sync automatically logs all client communication to the correct task, so you’ll never let an important email slip through again.

 

Automated client reminders

Save time and hassle with automated email reminders. Easily personalise them to strengthen client relationships.

 

Automated email attachment tracking

No more searching through your inbox looking for different attachments. Pixie automatically attaches them to the correct client records.

 

Secure document exchange

Keep your client’s info safe. They receive email notifications to view URLs and emails contain secure text messages plus unique codes to access documents.

 

Zapier integration

Seamlessly connect with all of your favourite apps including Xero, Quickbooks, Practice Ignition & thousands of others, allowing you to become a truly digital firm.

 

If you're currently using Asana to manage tasks, jobs and deadlines in your accounting firm, and you're looking for a simple and effortless practice management solution to save you even more time and streamline your processes, then start a 30-day free trial of Pixie here.

 

 

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