Pixie Reviews

I Use Pixie for workflow management for my clients. Workflow tempt are easy to create and utilize. The Pixie training videos are very helpful

I wish I could create questionnaires to send to clients

Very easy to use and love the fact you can customise as much as you want

The integration could be more diverse and would be good to be able to save to folders as there's potential for a build up of files and emails. Would love to be able to have interactivity in Pixie with client without the need for email. e.g. client can log in and update their checklist for the tax year

I had used a number of other PM apps over the past few years - Senta, Accountancy Manager. For most of our business life in the past 11 years we used non-sector specific tools to manage tasks. When I found Pixie, I was immediately drawn to the user interface - it didn't overwhelm! The ability to build our own processes fairly easily within the app was crucial and Pixie hit the mark. We have designed workflows to suit our clients and services and they sit nicely within jobs/tasks. Pixie doesn't create too many tasks at the front end - each job has a set of tasks to follow, with checklists and embedded loom videos all possible. Great to systemise your processes.

I'd love the ability to view jobs in terms of milestones. I have yet to find any PM software that does this. We supplement our Pixie usage with a simple Google sheet which works as a rolling job planner. We take each client job, slot it into a particular month for completion and then roll this week by week. If Pixie could crack that, it would be amazing! Not really a con though, just a request for something extra special.

I love that Pixie is centered around simple yet flexible (and customizable) workflows to help standardize processes and add some automation.

While it is a good, secure way to ask for and obtain sensitive client documents (encrypted and secure), it is not (yet) well suited to operate fully as a client DMS portal.

It's intuitive and easy to set up for all the workflows we need. Switching from an alternative software was quick and easy. It keeps me sane! That’s Ideal will continue to grow and be a super proficient bookkeeping business, welcoming new clients with a seam-free onboarding system and then managing their workload and compliance throughout what I hope to be a long-standing relationship with all our clients.

Only thing that I'm not keen on is the need for Zapier to allow a couple of integrations we need but I understand these will soon be 'direct' and easier to set up.

There are so many great features that reduced my number of softwares used. I needed a CRM and looked into this on the recommendation of another bookkeeper. I love the email integration, task management, but most importantly the CRM. The filter features and managing multiple clients at one time to send emails or other things would be easy.

Can't assign to multiple people to a task template

easy to use and set up. Integrates with gmail and companies house

doesnt allow a folder structure to manage documentssenta

The most impactful thing about Pixie is the ease with which you can set it up. Super user friendly and you can be up and running with the software within an hour unlike other programmes I've researched.

It would be good to have the ability to template daily bookkeeping and also more control over what my team can see and do.

Easy and quick to set up Great customer support Easy to integrate and can be used with Zapier Regular updates and new features added Great pricing structure

Some more direct integrations would make it simpler to set up

Client information all in one place. Setting tasks for deadlines and keeping up to date with work deadlines and reminders for clients to provide the information needed. Really great support with [SENSITIVE CONTENT] always on hand for any questions. I am very new to Pixie so still learning.

Nothing as yet. Still a way to go to be using Pixie to its full potential.

I love the email integration and client files! It makes it so much easier to ensure my team has all the information they need.

I am still getting used to the TASK Management. I am just not used to it yet, but I'm getting there!

As a new business owner, I searched for software that would help me manage my clients and my projects. This software meets all those needs wonderfully.

I was completely satisfied with this software.