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About Pixie

Pixie works for accounting and bookkeeping firms using it to centralise tasks, deadlines, documents and emails and automate workflows.

Learn more about Pixie

Pros:

I love the email integration and client files. It makes it so much easier to ensure my team has all the information they need.

Cons:

The lack of a true client portal and the inability to add internal notes to tasks/workflows and emails.

Pixie ratings

Average score

Ease of Use
4.8
Customer Service Software
4.9
Features
4.3
Value for Money
4.9

Likelihood to recommend

9.4/ 10

Pixie has an overall rating of <span class="">4.8</span> out 5 stars based on <span class="">32</span> user reviews on Capterra.

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Filter reviews (32)

Jzharina Izha
Jzharina Izha
Accountant in United Arab Emirates
Verified LinkedIn User
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Easy to use software

5.0 2 years ago

Pros:

It is very easy to use and I love it. Will recommend with my friends

Cons:

nothing. I love everything about this software

Caroline
Director in UK
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Pixie Practice Management

4.0 2 years ago

Comments: Great customer support and onbarding training/journey. A development team that listen to suggestions and advise on the progress towards 'up voted' software imporvements.

Pros:

The abilty to great workflows and customise client records is great, bringing the functionality of the software down to a practice level and allowing us to easily implement practice specific and client specific processes and workflows.The software setup was minimal and we can improve as we go, we are adding new workflows as we go.

Cons:

The lack of a true client portal and the inability to add internal notes to tasks/workflows and emails

Paul
Director in UK
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Pixie - Great for smaller accountancy / bookkeeping practices

4.0 2 years ago

Comments: We enjoy Pixie and its flexibility for workflow management but it needs

Pros:

Easy of setting up custom tasks is definitely a major plus

Cons:

The document management suite could be better. You have to create one off tasks to put documents that don't relate to specific processes in a "folder" system. Definitely needs improvement

Louise
Bookkeeper in UK
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Really good Practice Management Software overall

4.0 2 years ago

Comments: Pixie is a great Practice customer management system that is very customisable to your own processes. Very easy to set up compared to the last system I used which took months to establish.

Pros:

Easy to set up, very easy to create custom workflows, I love the flexibility of the client data fields. My clients really like the links to upload document and receive password protected documents without having to log in to a portal. Just as important is that the team picked it up really well and far prefer it to the last system used.

Cons:

It is difficult to get a high level view of the whole work in progress or pending. The emails in box are not the easiest to manage and the documents within the client areas can be messy if not attached to tasks. You have to keep one workflow for one job without too many variations or if you need to make a change, you have to change every single workflow for that job.

Jenny
Director in UK
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Brilliantly customisable

4.0 2 years ago

Comments: Pixie are great to deal with, the support team are fab and come up with great ideas to how to set things up and customise things. It could really do with a FB group where users can swap ideas as well.

Pros:

Best thing about Pixie is that you can create all your processes and workflows from scratch so that they match your business and how it works. This is impossible with an 'out of the box ready' product.

Cons:

Pixie's downfall compared to our previous software is its lack of dashboard to give me an overview of where we with everything. You have to used filtered reports which is not even slightly the same thing.

Pixie International Response

2 years ago

Thank you for the feedback Jenny. We're just getting ready to launch the Facebook group: https://www.facebook.com/groups/usepixie

Kieran
CEO in UK
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

The slickest practice management app on the market

5.0 4 years ago

Comments: 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.

Ben
Accountant in UK
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Brilliantly Simple Practice Management Software

5.0 4 years ago

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

Louis
Senior Manager in South Africa
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Pixie for the win

4.0 2 years ago

Comments: It has been great so far - I know some of the above features are in process, and I am looking forward to the growth.

Pros:

It's everything you need for an Accounting practice to ensure you don't miss a deadline ever!

Cons:

I would like a calendar view/kanban. More accurately predict the entire month and next month's jobs and deliverables. Adding more than one person on a job.

Eleanor
Director in Australia
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Good all round practice managent software

4.0 2 years ago

Comments: Keeping track of emails and everyone in the office being able to see emails for a client is very useful. I would prefer documents in one place and then for them to be shared against client jobs would be wonderful. The system has been easy to set up for us and I can easily tweak and add jobs and tasks. Previous systems have been over complicated in this area but in Pixie it takes very little time. There is no stress in setting up a basic workflow and then tweaking it as necessary. I would love to see more integrations available.

Pros:

Setting up Pixie from the start was easy. Adding workflows and tasks is straightforward without having to go though any intensive training. Setting up jobs on the fly from emails is very useful and the email integration is wonderful, nothing gets lost if you keep track of it all. Setting up workflows helps to keep jobs in mind. It is a great uncomplicated system.

Cons:

Keeping track of the emails is in itself hard work, Pixie helps to manage it but there is no getting away from them. I have to go and find my jobs which is fine, but for employees who should be keeping the system up to date it is easy for them to neglect it. A kanban diarised view of jobs would be far more useful than a list. The tasks are basic and having a few more which rely on each other ie once a job is done it triggers another would be useful rather than lots of the same job. There doesn't seem to be many enhancements or improvements coming through.

Jago
Bookkeeper in UK
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

An intuitive and easy to use practice management software.

5.0 2 years ago

Comments: We have used Pixie for over a year and it has saved a lot of time with task management, due date tracking and overall fluidity of day to day working in the business.

Pros:

Task management and being able to assign tasks to other members of staff. Also being able to check all emails for a client and any member of staff without having to ask them if they've received an email form such and such.

Cons:

Despite liking the email sharing with staff, the actual email tab is not great. Main reason being there is no draft emails. Also attachments do not show if they are sent within the email like a picture rather than an attachment.

Karen
Director in UK
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Fantastic practice management tool

5.0 2 years ago

Comments: 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!

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.

Jayne
Director in UK
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Pixie is our Daily Organiser

5.0 4 years ago

Comments: 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.

Deep
Practice Admin in UK
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

anonymous

4.0 2 years ago

Comments: Excellent

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.

Shahul
Client Services Team manager in Sri Lanka
Accounting Software, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

A fabulous software for our task management and for workflow

5.0 2 years ago

Comments: It's a fantastic software which streamlined our works smoothly

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
Accounting Specialist in US
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great Platform!

5.0 2 years ago

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

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
Accountant in UK
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Great CRM and Practice Management Software

5.0 2 years ago

Comments: Good product, great customer service.

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

Jacob
Assistant Accountant in UK
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Very Good

5.0 2 years ago

Pros:

Easy to use. Very useful for organising and prioritising tasks. Good at assigning tasks to and from colleagues at different stages

Cons:

Can't think of any major cons. Only thing that sometimes doesn't work smoothly is when setting up internal deadlines on a recurring task

Lorna
Director in UK
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Short time with Pixie

5.0 2 years ago

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

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.

Cansu
Senior Finance Manager in UK
Consumer Goods, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

I love the functionality of this platform

5.0 2 years ago

Pros:

Automating our online accounting process has saved us a lot of time.

Cons:

There is nothing that I am uncomfortable with on this platform.

Gabrielle
Founder in US
Accounting Software, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Best Practice Management for small firms I've found

5.0 4 years ago

Comments: 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.

paul
Director in UK
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Lite Tax - Pixie Review

5.0 2 years ago

Comments: really good option for small firm such as ours

Pros:

Ease of use, training videos, support from our accounts manager

Cons:

not able to send 64-8. Integration with Xero

Wernardt
Wernardt
Director in South Africa
Verified LinkedIn User
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great for small to medium accounting practices

5.0 4 years ago

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

Leslee
Owner in Canada
Accounting Software, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Pixie for Bookkeeping Practice Management

5.0 3 years ago

Comments: Very good. I'm pleased with how functional it is

Pros:

I Use Pixie for workflow management for my clients. Workflow tempt are easy to create and utilize. The Pixie training videos are very helpful

Cons:

I wish I could create questionnaires to send to clients

John
Owner in Ireland
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Pixie

5.0 4 years ago

Pros:

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

Cons:

doesnt allow a folder structure to manage documentssenta

Tracy
Director in UK
Financial Services Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Everything you need for a growing accountancy practice

5.0 4 years ago

Comments: 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.