Accounting Automation Software
Use some simple automation in Pixie to save time and put your practice management on autopilot.
automations that save time
Pixie is packed full of simple, time-saving automations – from sending out reminders and filing emails to creating task lists – our platform can do all of that and plenty more besides!
By expediting these types of manual tasks, you can concentrate on building sustainable partnerships and increasing long-term value for your clients.
Automatic task creation and client reminders
Use Pixie's automation functionalities to auto-generate all of your recurring to-do lists. Simply define when you want the workflows to recur and let Pixie do the rest.
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.
Populate and update client records automatically
All of your emails and files will be automatically saved to your client records, right where you need them. Our platform lets you add notes and other important information for others to see.
Pixie can also be directly integrated with Companies House, allowing you to automatically import data into client records as part of the onboarding process.