Designed to suit yourunique workflow requirements
Pixie's 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!
Automate and integrate your firm’s task management
- 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 - define when you want the workflows to recur and let Pixie do the rest.
- Pixie can also be integrated with platforms such as Companies House and Xama AML, importing data to create an end-to-end dashboard for delegating, managing and completing tasks.
Create in-depth processes with custom date triggers
- Turn your workflows into detailed processes by adding instructions, checklists, images, links and even embedded training videos.
- Workflows can be set to start on 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 enhance communication
- Pixie’s streamlined approach to workflow management will save time while maintaining consistently high standards. This allows you to focus on increasing value wherever possible.
- Your employees can use Pixie to collaborate on projects, with internal notifications so everyone knows when tasks have been completed.
Save time with automated emails
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Add email templates into your workflows to save time. Emails can be set to send 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 actioned. These give you control over when you want work to be completed.
- Pixie includes real-time status updates, giving you full visibility on ongoing work while helping you identify bottlenecks and ensure accountability.
Start Your Free Trial Today
Ready to revolutionize the way you manage your practice? Experience the power of Pixie with our 30-day free trial – no credit card required! What will you gain?
Full access to all Pixie features
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Personalized onboarding and support
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