Pixie 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Pixie

4.8

(32)

Pricing

Starting at $69.00 per month

About Pixie

Pixie is a practice management software that helps you get your accounting or bookkeeping practice running like clockwork.

Its powerful workflow automation means you and your team will spend less time doing manual admin.

Its flexible CRM allows you to centralise client details alongside the email and document timeline.

Lastly, Pixie's world-class support will help you hit the ground running and successfully implement Pixie at your practice.

Pixie Screenshots

Pixie Pricing and Plans

Starting price: $69.00 per month

Free Trial

Free Version

Basic

$69.00

usage based, per month

No plan information available

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Pixie Features

Popular features found in Task Management
Assignment Management
Collaboration Tools
Commenting/Notes
Deadline Management
Dependency Tracking
Prioritization
Project Tracking
Resource Management
Task Editing
Time Tracking
To-Do List
Workflow Management
More features of Pixie
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Workflow
Audit Trail
Business Process Automation
Client Management
Client Portal
Communication Management
Configurable Workflow
CRM
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Document Templates
Due Date Tracking
Email Management
Email Reminders
Employee Management
File Sharing
For Accountants
For CPA Firms
Forms Automation
For Tax Practices
Monitoring
Progress Tracking
Project Management
Real-Time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Rules-Based Workflow
Search/Filter
Secure Data Storage
SSL Security
Staff Management
Status Tracking
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Templates
Third-Party Integrations
Timer
Workflow Configuration

Pixie Integrations

Microsoft Outlook

Zapier

Gmail

Pixie User Reviews

Overall Rating

4.8

Ratings Breakdown

75%

25%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

4.9

Functionality

4.3

Wernardt T.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 12 months

Reviewed March 2021

Great for small to medium accounting practices

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Task templates make recurring tasks much easier to manage, and are an excellent way to standardise operating procedures Having a customisable master client record integrated filled a gap in many other work management solutions Email integration into workflow using templates really reduces the time spent on routine communications with clients Client tasks allow more control over traditionally "out of process" dependencies

Cons:

Triggers for task recurrence could be enhanced a bit for more flexibility

Lorna L.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2022

Short time with Pixie

Good, we can at last see what's going on

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was simple, we only need generic high level checklists at the moment , workflows may come it was easy to setup and I have got the highest take up level from Pixie when compared to other systems

Cons:

The lack of overall dashboard that can show me as business owner the status of all the resource and capacity in graphical form and may be with stats.

Reasons for switching to Pixie

Our business is really Professional Services, Senta was too detailed for what we needed.

Nathan C.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 6 months

Reviewed March 2021

Samera and Pixie

Real good so far

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use and love the fact you can customise as much as you want

Cons:

The integration could be more diverse and would be good to be able to save to folders as there's potential for a build up of files and emails. Would love to be able to have interactivity in Pixie with client without the need for email. e.g. client can log in and update their checklist for the tax year

Reasons for switching to Pixie

Pixie has more functionality and is a CRM solution.

Gabrielle F.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 6 months

Reviewed March 2021

Best Practice Management for small firms I've found

I am very happy with this product because I have looked for many years for a tool like this. I've also been delighted to see how it helps to cut through the clutter with email communications with clients, which is a real help to making sure nothing slips through the cracks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that Pixie is centered around simple yet flexible (and customizable) workflows to help standardize processes and add some automation.

Cons:

While it is a good, secure way to ask for and obtain sensitive client documents (encrypted and secure), it is not (yet) well suited to operate fully as a client DMS portal.

Reasons for choosing Pixie

Pixie is built for small accounting / bookkeeping firms specifically and they understand our needs. They are also actively developing this tool based on customer feedback, so it means they are invested in making it even better, and I love having some influence over the tool that is so central to my operations.

Karen K.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

Fantastic practice management tool

Pixie helped organise my firm, get stuff out of my head and into one place! THe team were super helpful with the setup, and have been brilliant since onboarding new staff and providing support. highly recommend!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

easy to set up and easy to use, but has enough detail to be useful. Really slick and the customer support is second to none!

Cons:

file management could be improved - along with the client portal.

Reasons for switching to Pixie

Senta was overkill

Jayne S.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Reviewed April 2021

Pixie is our Daily Organiser

Pixie has made it so easy to keep us organised with our work and compile all data we need for our clients. Pixie has been so incredibly intuitive and user friendly, our new employee, [SENSITIVE CONTENT HIDDEN], has done most of the setup. We've barely needed to ask any questions of the online chat help but the questions we have asked have been answered quickly and clearly! Pixie manages our workflows, deadlines, reviews and any adhoc tasks we need to add as we go because it’s really simple to do that. It’s like a To Do List as well as a regular list / alert reminder all in one!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's intuitive and easy to set up for all the workflows we need. Switching from an alternative software was quick and easy. It keeps me sane! That’s Ideal will continue to grow and be a super proficient bookkeeping business, welcoming new clients with a seam-free onboarding system and then managing their workload and compliance throughout what I hope to be a long-standing relationship with all our clients.

Cons:

Only thing that I'm not keen on is the need for Zapier to allow a couple of integrations we need but I understand these will soon be 'direct' and easier to set up.

Reasons for choosing Pixie

Pixie is intuitive and efficient but one of the things that pushed us to switch was when we learned Pixie integrated with Xama. I’d heard about Xama for streamlining our AML and client onboarding process, which I find to be one of the most uncomfortable parts of client management we have to do as bookkeepers / accountants. It’s so time consuming and clients aren’t fond of this process either. I had a demo of Xama in relation to Senta integration but the conversation mutated into future options for Xama and it became quite obvious that Pixie will provide the best integrated system for Xama’s future growth plans for managing all AML requirements!

Reasons for switching to Pixie

The interface of Senta was not easy to navigate, meaning that every time we needed to add a new task or adapt it, it was a task in itself to figure out how to do so. We spent a lot of time trying to navigate Senta, or waiting around for assistance from the helpdesk. Adapting tasks or creating one-off adhoc jobs was not an easy thing to do and we wanted something that was simple and intuitive, but effective.

Deep N.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2022

anonymous

Excellent

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use with for the user friendly features

Cons:

Due to some glitches of cloud storage. Somehow I have to wait for support team.

Reasons for choosing Pixie

For the user friendly features

Reasons for switching to Pixie

Cost

Shahul H.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

A fabulous software for our task management and for workflow

It's a fantastic software which streamlined our works smoothly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The automated email systems and reminders of the outstanding tasks on a weekly basis will be received via pixie. Also the collaborations are more valuable thing to smooth our onboarding process

Cons:

Have to wait for reports to receive from the emails

Jeanette R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2022

Great Platform!

Love it! Very thankful to have something so efficient and helpful that eliminates the need to go to other platforms. It's all inclusive!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the tasks/subtasks as I am a very task-oriented person. I appreciate the ability to make templates and the ease of making it all work together.

Cons:

It took a little while to understand where everything is without doing training.

Izzi R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2022

Great CRM and Practice Management Software

Good product, great customer service.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integration with inbox allowing client emails to be sorted by being added to an existing task, creating a new task or delegating to a team member.

Cons:

Email integration doesn't filter out images in email signatures that clutters the files tab with irrelevant items. Could also do with having a more flexible system of changing interim task deadlines without having to go into the task settings

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