Workflow software for accountants & bookkeepers

Standardise and systemise your processes with simple, automated, drag-and-drop workflows.

Pixie comes with many pre-done templates for firms in the UK & USA. All you need to do is make them your own!

It's easy-to-use practice management software you can start using in minutes

 

Increase productivity and consistency

Detailed workflows are created automatically in the background so that you and your team know what to work on, and how to do it.

Automatic task creation

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.

Group 252-min

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.

Workflow date triggers in Pixie

Increase productivity and consistency

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

Workflow software for accountants & bookkeepers

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.

Group 222-min

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.

Internal deadlines in workflows in Pixie

Streamline your workflows with integrations

Integrate Pixie with Companies House to sync key client details, or with proposal tools like Practice Ignition and GoProposal to create clients and sync services.

Group 295-min-1

Start your 30-day free trial.

Get your first tasks and templates set up in minutes. No credit card required.

Straightforward pricing you can afford

Pixie costs the same no matter how many people are in your team, or how many clients you have.

 

 

£49 / $59 / €59

Per month, excl. VAT

  • Smart 2-way email integration with GSuite, Gmail, Office365 and Outlook.com
  • Email and task prioritisation
  • Workflow automation and job scheduling
  • Automated email reminders
  • Deadline tracking
  • Team management reports
  • Companies House integration
  • Thousands of integrations with Zapier
  • GDPR-compliant file exchange and storage
  • Customisable fields and task templates
  • Unlimited clients
  • Unlimited task templates
  • Unlimited team members
Try Pixie for free

Do you still have some unanswered questions?

Do you offer discounts?

Yes, when you pay for a year upfront, you get 2 months free (~15% discount). Also if you are a sole practitioner with no other staff, we’d love to help you get your business off the ground! Please write us a quick email about your business and we'll give you a 60% discount on your first year.

What forms of payment are possible?

You can subscribe to Pixie using any major credit card. If you live in the UK or the EU, you also have the option to pay by direct debit.

Will I be charged when the trial ends?

No. We don’t ask for your card details up-front. You decide when you are ready to start your Pixie subscription. If you want to continue using Pixie after the trial, we will ask you for payment details. If not, leave it and the trial will cancel automatically, deleting all your trial data.

Can I cancel at any time?

Absolutely! There are no minimum contracts with Pixie, you can cancel at any time without penalty. And if you pre-paid for a year, we’ll refund the unused months as per our Fair Refund policy.

What if I need a few more days to evaluate Pixie?

No problem, just tell us that you would like to extend your trial for another week and we will make it happen.

Will I pay extra for more people?

No. Unlike most other practice management software, we don’t charge you based on how many people are in your team.

Can I have as many clients as I like?

Yes! We are here to support you and your business. If it’s taking off, rest assured we will not charge extra for it. In fact, we’re delighted to see your business grow with Pixie!

What kind of support is offered?

It’s our goal to ensure Pixie helps you succeed. Our assistance ranges from extensive documentation that you can follow at your own pace, to chat or email support. If you feel you need something more let us know.