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 ![Levvy](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a1bceeae61501851284e258f172ac34d/levvy.png "Levvy")
 
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# Levvy Discussions

Levvy is practice management software for accounting, bookkeeping, and CAS firms. It connects workflows, capacity, client communication, billing, and AI 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. With Levvy's MCP server, firms can run their workspace from Claude or ChatGPT, and the note taker turns meeting notes or transcripts into suggested tasks. • 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.

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