Pixie

Simple practice management for small firms

About Pixie

Pixie is a practice management tool for small accounting and bookkeeping firms combining CRM, workflow and email. Day to day, teams use it to manage crm, workflow and accounting in one shared workspace, replacing scattered emails, spreadsheets and manual follow-ups with structured records, automation and clear accountability. It is a practical fit for organizations that want dependable, purpose-built tooling instead of forcing generic software to cover a specialized job.

Pixie key facts

Category: Productivity & Notes
Pricing: Paid — this directory does not list a free tier for it.
Focus areas: crm, workflow, accounting, small firms
Official site: usepixie.com

About the Productivity & Notes category

Notes, tasks, and project tools that keep you organized and focused. The Productivity & Notes category on Tools Hub currently lists 989 tools. Alongside Pixie, it includes Keeper Tax, Wealthbox, Redtail, Nitrogen Wealth.

PaidProductivity & Notescrmworkflowaccountingsmall firms

More in Productivity & Notes

Comparing tools in the Productivity & Notes category? These related listings are worth a look: Keeper Tax — Tax write-off finder for freelancers; Wealthbox — CRM for financial advisors; Redtail — CRM built for financial professionals.