Pixie

Overview

Pixie is a cloud-based practice management platform designed specifically for accounting and bookkeeping firms to streamline daily operations. The platform unifies client data, deadlines, workflow tracking, document management, and email communications into a single interface. By automating recurring tasks and centralizing correspondence, it reduces administrative friction. The solution empowers firm owners to scale their practices and keep teams synchronized efficiently.

What it does

• - Centralizes client profiles, contact histories, and custom accounting fields within a secure database
• - Automates recurring job creation, task assignments, and deadline reminders for team members
• - Manages secure document sharing, client portals, and e-signatures for streamlined compliance
• - Integrates email threads directly into client timelines to keep all correspondence searchable and organized.

Who it's for

• Accounting Firm Owners
• Bookkeeping Practices
• Tax Professionals
• Practice Managers

Why it works

• Pricing model utilizes flat monthly subscription tiers per firm with unlimited team member additions
• Positioned as a specialized operating system built exclusively for small-to-medium accounting and bookkeeping firms
• Technical advantage stems from simple, fast implementation and native integration with registry and email services
• Distribution scales efficiently through industry partnerships, targeted digital marketing, and referral networks.

Founder story

Pixie was founded to solve the administrative fragmentation experienced by small accounting and bookkeeping practices. Headquartered in London, United Kingdom, the company developed an intuitive practice management application backed by venture capital to help independent firms automate workflows and manage client relationships seamlessly.

Alternatives

• Karbon
• TaxDome
• Canopy
• Financial Cents

Comparison overview

• Pixie provides a lightweight, user-friendly practice management platform tailored for small accounting firms with flat team pricing, whereas enterprise tools impose complex configuration setups
• Accounting practices choose Pixie for rapid onboarding and straightforward task tracking, though large multi-office firms often require heavy enterprise reporting extensions.