About Pixie

Pixie is a practice management software for small accounting and bookkeeping companies that comes with features such as client management, integrated CRM, email management, workflow management, task management, and reporting. The client portal provides a checklist functionality where tasks can be assigned to clients along with automatic reminders. Additionally, the system comes with a document prortal for instant collaboration and document signage.


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10 Reviews of Pixie

Average User Ratings

Overall

4.9 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(9)

9

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

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Showing 1 - 10 of 10 results

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March 2021

Wernardt from INNOVENTUM

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2021

Great for small to medium accounting practices

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

March 2021

Ben from decimal+

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2021

Brilliantly Simple Practice Management Software

Pros

The best thing about Pixie is the simplicity of the interface. It's very easy for new users to get to grips with Client tasks feature and chat window allows interaction with clients and gets stuff done without constant emails back and forth. Increasing library of work flow templates that can be plug and played into our practice helping us improve service to clients Automated client emails that can be built into our work flows [SENSITIVE CONTENT HIDDEN] of Pixie personally provided generous levels of support to help us get the most out of Pixie

Cons

It would be useful to have customisable dashboards to track job statuses by work type. This would really help planning all jobs our practice has to manage

Reasons for Choosing Pixie

Price, positive feedback from others in my accountancy communities

Reasons for Switching to Pixie

Better Workflow tracking

March 2021

Nathan from Samera

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

March 2021

Samera and Pixie

Real good so far

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.

March 2021

Kieran from Cloud 360 Accounting

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

The slickest practice management app on the market

A great piece of software, simple to use, quick to set up and get started, and a great support team in [SENSITIVE CONTENT HIDDEN] at the forefront.

Pros

I had used a number of other PM apps over the past few years - Senta, Accountancy Manager. For most of our business life in the past 11 years we used non-sector specific tools to manage tasks. When I found Pixie, I was immediately drawn to the user interface - it didn't overwhelm! The ability to build our own processes fairly easily within the app was crucial and Pixie hit the mark. We have designed workflows to suit our clients and services and they sit nicely within jobs/tasks. Pixie doesn't create too many tasks at the front end - each job has a set of tasks to follow, with checklists and embedded loom videos all possible. Great to systemise your processes.

Cons

I'd love the ability to view jobs in terms of milestones. I have yet to find any PM software that does this. We supplement our Pixie usage with a simple Google sheet which works as a rolling job planner. We take each client job, slot it into a particular month for completion and then roll this week by week. If Pixie could crack that, it would be amazing! Not really a con though, just a request for something extra special.

Reasons for Choosing Pixie

Much easier on the eye, and most more price competitive

March 2021

Gabrielle from BookkeepingDirect

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

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.

April 2021

Jayne from That's Ideal Ltd

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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!

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.

March 2021

Kimberly from Home Time Business Services LLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2021

Great Software

Excellent training, onboarding and making sure you are ready to implement to your team!

Pros

There are so many great features that reduced my number of softwares used. I needed a CRM and looked into this on the recommendation of another bookkeeper. I love the email integration, task management, but most importantly the CRM. The filter features and managing multiple clients at one time to send emails or other things would be easy.

Cons

Can't assign to multiple people to a task template

Reasons for Switching to Pixie

More features

March 2021

John from Office Pal

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

Pixie

Pros

easy to use and set up. Integrates with gmail and companies house

Cons

doesnt allow a folder structure to manage documentssenta

March 2021

Tracy from Your Vegan Bookkeeper Ltd

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2021

Everything you need for a growing accountancy practice

Best decision I ever made without doubt!

Pros

The most impactful thing about Pixie is the ease with which you can set it up. Super user friendly and you can be up and running with the software within an hour unlike other programmes I've researched.

Cons

It would be good to have the ability to template daily bookkeeping and also more control over what my team can see and do.

March 2021

Caroline from Counting Clouds Cambridgeshire

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2021

Great option for a smaller firm

I have been really happy with Pixie and I now feel I have one comprehensive platform with everything I need in one place. I have all my workflows fully automated and I can trach deadlines easily. I feel much more in control of everything and it was so easy and quick to set up. The support and help from the Pixie team has been amazing too and they are adding new features regularly.

Pros

Easy and quick to set up Great customer support Easy to integrate and can be used with Zapier Regular updates and new features added Great pricing structure

Cons

Some more direct integrations would make it simpler to set up