We’re a small but growing fractional CFO firm, and we needed a tool that could give us a clear, bird’s-eye view of our operations. With Levvyy, we achieved exactly that—while also gaining the ability to map out our client management workflow. It’s helped us establish best practices and ensure we’re serving each client in the most efficient and effective way possible. Review collected by and hosted on G2.com.
We didn’t find anything to dislike—every firm has its own unique needs, and this team was able to accommodate most of ours. They provided a friendly, thoughtful onboarding experience, remained receptive to feedback, and showed a genuine commitment to continuous improvement. Review collected by and hosted on G2.com.
The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.
Validated through Google using a business email account
Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.
