FEATURE

Dedicated Accounting Workflow Management Software

Increase productivity and consistency with flexible workflows.

Increase productivity and consistency

Pixie accounting workflow management software comes with many preset templates for firms in the UK & USA. All you need to do is make them your own!

Automatic task creation

As with other elements of the Pixie platform, you can use automation with our workflow management software. If you do, all of your recurring to-do's will be created automatically - just define when you want the workflows to recur and let Pixie do the rest.

Automatic task creation | Pixie
Custom date triggers | Pixie

Custom date triggers

Workflows can be set to start on client dates, fixed dates or a specific day of a week or month. You can customise them to work the way you want to work.

Increase productivity and consistency

Turn your workflows into detailed processes by adding instructions, checklists, images, links, and even embed training videos.

Increase productivity and consistency | Pixie
Save time with automated emails | Pixie

Save time with automated emails

Add email templates into your workflows to save time. Emails can be set to sent automatically, or manually to give you more control.

Manage job stages with internal deadlines

Internal deadlines can be added to workflows to create stages for tasks to be completed. These give you control over when you want work to be completed.

Manage job stages with internal deadlines | Pixie

Ready to get started?

Book a demo of our accountancy client management platform today, and learn how you can get set up in minutes.