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Pixie Reviews & Product Details

Pixie is a cloud-based practice management software for accounting and bookkeeping firms. Our platform helps you centralise clients, deadlines, workflow, email, and document management. Firm owners that use Pixie spend less time doing manual admin, streamline their workflows, become less client-facing and easily get their team on the same page.

Seller

Pixie

Languages Supported

English

Product Description

Pixie is a cloud-based Customer Relationship Management (CRM) tool made for smaller accountancy and bookkeeping firms. Track every client, task, and status to improve customer relationships and free up more headspace.

Overview by

Celso Pinto

Pricing

Pricing provided by Pixie.

< 50 clients

£49.00

50 Clients Per Month

51-250 clients

£99.00

250 Clients Per Month

View More Pricing Information

Top-Rated Alternatives

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Pixie Media

Pixie Demo - Get your accounting practice running like clockwork

Start jobs automatically based on key client dates and use internal target dates to ensure work gets completed before compliance deadlines.

Enhance your standard operating procedures with embedded training videos, links, checklists and email templates. Whether office-based or remote, quickly train people on the job and start delegating work more effectively.

Use Pixie's automations to create recurring jobs, auto-assign work to the team, request statements from clients or send them key date reminders.

Pixie Demo - Get everyone on the same page

Make data easier to find by adding custom fields to your client records that help you collect all the essential details about them, alongside a timeline of all email and document correspondence. Pixie's hassle-free, client portal lets you securely send and receive documents, give tasks to clie...

Pixie Reviews (11)

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Emilio V.

Small-Business (50 or fewer emp.)

3/2/2023

"Can’t fault Pixie! 🤙"

5/5

What do you like best about Pixie?

Firstly, before we started using the software, the relationship management was fantastic. They have always had a focus on people and providing fantastic service.

The software is fantastic too. We are a lean firm (we aren't dealing with 1000s of clients. So for us having bespoke tasks and high focus on advisory allows us to deliver on everything that we need. Compliance tasks are easily on repeat, and our team are always accountable.

There are a lot of new features on the road map too, so a lot of good to come! Review collected by and hosted on G2.com.

What do you dislike about Pixie?

It's not so much a dislike, but we have trouble with multiple assignees for more complex tasks on templates. Each time a member is done with part of the task it needs to be reassigned - which is fine, but in future I'm sure there are plans to automate this process further. Review collected by and hosted on G2.com.

Keith L.

Partner

Small-Business (50 or fewer emp.)

3/9/2023

"No brainer as beautiful and simplistic for perfection"

5/5

What do you like best about Pixie?

It's like a dynamic spreadsheet and very intuitive and simple with columns and lists and dates and filters and can be tailored for your firm and flexed so really do love this for two years plus Review collected by and hosted on G2.com.

What do you dislike about Pixie?

It's not a dislike, but through its simplicity, there is a lack of complexity, and sometimes need workarounds in terms of how reports are produced, there is also some development possibilities around statistics and this would be splendid Review collected by and hosted on G2.com.

Amy & Gary H.

Director

Small-Business (50 or fewer emp.)

3/2/2023

"Makes our workflow and email management seamless"

5/5

What do you like best about Pixie?

Pixie is easy to use, integrates with our email well and gives us the flexibility to create our own workflows, as well as providing us templates to use as we wish. We don't use our outlook anymore, logging straight into pixie every morning and receiving daily reminders for outstanding tasks. Review collected by and hosted on G2.com.

What do you dislike about Pixie?

I would like a mobile app or mobile page Review collected by and hosted on G2.com.

Joshua R.

Team Lead/Operation Supervisor

Mid-Market (51-1000 emp.)

10/22/2022

"When it comes to security purposes works well"

4.5/5

What do you like best about Pixie?

Most of the similar apps like pixie are kinda annoying but this one works well with our tools, its more about getting used to it, Something I also really like it's that Pixie is an friendly app and that makes things easier for my agents Review collected by and hosted on G2.com.

What do you dislike about Pixie?

Not sure why, but sometimes a window pops up suddenly and this becomes annoying, it is only my impression or this can be fixed by our local IT team, but there is no nothin else I dislike Review collected by and hosted on G2.com.

Kalpesh P.

Director

Small-Business (50 or fewer emp.)

3/2/2023

"Great software"

5/5

What do you like best about Pixie?

I like the fact it doesn't do client portals. Can't stand them and neither do clients to be fair! Review collected by and hosted on G2.com.

What do you dislike about Pixie?

I think when setting up the client it asks for the dob in usa format. Other than that all good. Review collected by and hosted on G2.com.

Dexter L.

Director

Small-Business (50 or fewer emp.)

3/2/2023

"Excellent product and service"

5/5

What do you like best about Pixie?

Pixie is really easy to use and learn, with great customer service so simple to solve any little problems we find. Review collected by and hosted on G2.com.

What do you dislike about Pixie?

Nothing at the minute, all the features work and not had any downtime yet Review collected by and hosted on G2.com.

Ricardo A. A.

Graphic Designer

Small-Business (50 or fewer emp.)

10/5/2022

"The best Management app on the market!"

4.5/5

What do you like best about Pixie?

Great price for the software, easy and intuitive to use very friendly, very quick to set. excellent support. Pixie has made very easy to keep us organized with our database of clients. Review collected by and hosted on G2.com.

What do you dislike about Pixie?

Pixi as a management app is great, however, there is a couple of thing that can be improved. Like there is no possible to assign multiple people to a task template. Review collected by and hosted on G2.com.

sayyed s.

Affiliate Marketing Specialist

Small-Business (50 or fewer emp.)

9/23/2022

""Pixie the next generation accounting and bookkeeping software ""

4.5/5

What do you like best about Pixie?

The most helpful things about Pixie is it's simplicity.

Task templates make recurring task much easier and its user interface are quite enough.And it's flexible CRM allows you to centralise client detail alongside the email and document timeline. Review collected by and hosted on G2.com.

What do you dislike about Pixie?

In my view Pixie has only Cloud , SaaS and Web -based features not enough to competting other software . I wish Pixie become a g powerfull software like other Review collected by and hosted on G2.com.

Humsi S.

Canva Pro Affiliate Partner

Small-Business (50 or fewer emp.)

9/22/2022

"One of the best CRM and accounting software"

5/5

What do you like best about Pixie?

The interface, accessibility and simplicity makes it a great tool to use. Review collected by and hosted on G2.com.

What do you dislike about Pixie?

There is some problem in integration. The work becomes a little bit slow because of that. Review collected by and hosted on G2.com.

Manish D.

Microsoft Dynamics 365 F&O Consultant

Enterprise (> 1000 emp.)

9/26/2022

"Awesome Product!"

4.5/5

What do you like best about Pixie?

One stop destination for accounting and bookkeeping. Review collected by and hosted on G2.com.

What do you dislike about Pixie?

Nothing i can think of currently everything is working fine Review collected by and hosted on G2.com.