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What is Pixie?

Explore a versatile and all-encompassing practice management solution crafted to enhance your operational efficiency and boost productivity. By segmenting workflows into simpler, manageable actions, you can greatly elevate your team's performance. Clearly delineate roles for each assignment, track various project stages, and observe progress through comprehensive reporting. Projects can be initiated automatically based on key client timelines, ensuring that internal deadlines are met to facilitate timely task completion well before any compliance obligations arise. Elevate your standard operating procedures by embedding training videos, valuable resources, checklists, and email templates within the platform. Whether your team functions from a physical office or a remote setting, you can easily onboard new team members and assign tasks more effectively. Furthermore, you can add an unlimited number of team participants at no extra charge, enabling everyone to work collaboratively on a single platform without any hassle. Make use of Pixie's automation capabilities to set up recurring duties, automatically allocate tasks to team members, request client updates, or send reminders for significant deadlines. This integrated strategy not only boosts productivity but also cultivates a more organized and streamlined workflow for your entire operation, ensuring that every detail is attended to. With such a robust tool at your disposal, your practice can thrive and adapt to any challenges that arise.

What is ApprovalMax?

Enhance your operational efficiency by reducing the frequency of emails required for the approval of accounting documents. Granting universal access to the accounting system introduces security vulnerabilities, complicating the management of user permissions concerning what they can view or modify. ApprovalMax addresses this by ensuring that approvers see only the relevant information tied to the documents needing their approval, eliminating the need to sift through the general ledger. You can customize approval workflows to suit your specific requirements, whether you prefer them to be simple or complex. Each stage of the approval process can feature its own tailored rules, and you can add as many steps as necessary to meet your needs. No matter how detailed your delegation of authority is, ApprovalMax can effortlessly automate the entire approval process. Furthermore, the tedious task of creating audit logs is no longer required, as ApprovalMax generates a detailed audit report for each approved document and attaches it directly within the accounting system. To improve transparency and compliance, auditors can be provided with read-only access to all approval workflows. This efficient method not only conserves time but also strengthens your organization's financial governance and ensures a more organized approach to document management. Ultimately, by adopting this system, you can significantly reduce bottlenecks and enhance overall productivity.

Media

Media

Integrations Supported

Microsoft Outlook
OpenCost
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

Microsoft Outlook
OpenCost
QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per month
Free Trial Offered?
Free Version

Pricing Information

$39 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pixie

Date Founded

2019

Company Location

United Kingdom

Company Website

www.usepixie.com

Company Facts

Organization Name

ApprovalMax

Company Location

United Kingdom

Company Website

www.approvalmax.com

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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