Levvy is practice management software for accounting, bookkeeping, and CAS firms. Your current tool tracks work. Levvy runs the whole firm: workflows, capacity, client communication, billing, and AI connected in one place.
Firms use Levvy to standardize recurring workflows, see team capacity in real time, track billable time, manage client work and documents, automate invoicing, and understand profitability without stitching together multiple tools.
What firms can do with Levvy:
• Workflow automation: Build custom workflows or start from a library of pre-built, expert-designed templates, with task dependencies, task approvals, and smart rescheduling.
• Capacity management: See team availability, unassigned work, and individual workloads in real time with Capacity Analytics, and reassign tasks in bulk before deadlines slip.
• Work and task management: Track all client work, deadlines, and progress in one Dynamic Workspace, including ad hoc tasks and task comments.
• Time tracking: Capture time automatically or log it manually, with billable hours broken down by workflow, team member, and rate.
• Invoicing and billing: Turn tracked time into auto-generated invoices, with retainer and hourly billing, branded invoice templates, and QuickBooks and Xero integrations.
• Client management: Centralized client profiles, auto-generated client folders, and Client Loop, a client portal where clients see exactly what the firm needs from them (approvals, signatures, documents, and answers) and can upload files from their phone.
• Reporting and analytics: Profitability, time, and progress reports show utilization and margins across the firm.
• Levvy AI: Smart Assist builds client profiles and workflows from firm-wide knowledge, Explore finds client and project data with natural language, and Insights surfaces utilization, profitability, and resource allocation. The Accounts Payable AI Agent extracts invoice details from the inbox and creates bills in QuickBooks Online, with an approval step that keeps the team in control.
• Integrations and security: Gmail, Outlook, QuickBooks, Xero, Slack, Zapier, and Anchor, plus user permissions by role, team, and client, and secure, unlimited document storage.
Customer results:
• Bookkeeping Repair cut ad hoc task delays by 60% and replaced seven tools with Levvy.
• ArtSmart freed up 50% or more of its capacity.
Average Rating: 5.0/5.0
Total Reviews: 14
How Do G2 Users Rate Levvy?
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Quality of Support: 10.0/10 (Category avg: 8.8/10)
Who Is the Company Behind Levvy?
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Seller: Levvy
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Company Website:
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Year Founded: 2020
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HQ Location: Brooklyn, US
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LinkedIn® Page: www.linkedin.com
8 employees on LinkedIn®
Who Uses This Product?
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Top Industries: Accounting
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Company Size: 93% Small
What Do G2 Reviewers Say About Levvy?
AI-generated summary from verified user reviews
Pros
- Users find Levvy's ease of use enhances task management and project efficiency, promoting seamless team coordination.
- Users value the effortless task management of Levvy, enhancing project tracking and improving team coordination significantly.
- Users note the efficiency improvement in task management and project coordination with Levvy's streamlined features.
- Users appreciate the effortless task management with Levvy, enhancing team coordination and project efficiency significantly.
- Users love how Levvy makes task management effortless and enhances team coordination through its comprehensive workflow solutions.
Cons
- Users are disappointed by the inability to add hyperlinks in comments, which limits referencing and collaboration in tasks.
- Users desire improvements in billing issues as Levvy lacks direct invoicing and payment processing features.
- Users express a need for enhanced invoicing capabilities in Levvy, seeking direct billing and streamlined payment processing.
- Users are frustrated by Levvy's limited integrations, requiring external services for invoicing and payment processing.
- Users are frustrated with poor reporting and lack of date allocation features in Levvy's workflow creation.
