Pixie is packed full of simple, time-saving automations – from sending out reminders to clients, to filing emails, to creating task lists – our platform can do all of that and plenty more besides!
Automatic client reminders
Add auto-email templates into your workflows to save time. Use them to remind clients to upload information, or to ask for feedback once a job has finished.
Automatic task creation
You can use Pixie's accounting automation functionalities to auto-generate all of your recurring to-do lists too. Simply define when you want the workflows to recur, and let Pixie do the rest.
Auto-updated client records
All of your emails and files will be automatically saved to your client records, right where you need them. Our platform lets you easily add notes and other important information for other to see.
Ready to get started?
Book a demo of our accountancy client management platform today, and learn how you can get set up in minutes.
