Levvy
Practice management platform for business and accounting firms
Levvy is practice management software for accounting and CAS firms that brings workflows, capacity tracking, client communication, billing, and AI into a single platform. It centralizes tasks, clients, and documents, automates repetitive work, and gives firms real-time visibility into team capacity and project progress.
Core modules include Work Management, Workflow Automation, Time Tracking, Capacity Management, Team Collaboration, Client Management, Document Storage, Reporting & Analytics, and Invoicing & Billing. Integrations include Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier. Levvy AI features include Smart Assist, Explore, and Insights for accessing firm data, querying information in natural language, and analyzing resource allocation and profitability.
Levvy is packaged in three editions: Starter for smaller teams, Whole Firm for mid-size firms, and Enterprise for large firms with custom needs. Starter and Whole Firm are priced per user per month, with annual and monthly billing options, and include unlimited users, client profiles, and workflows. A 14-day trial is available, and Enterprise plans are arranged with the sales team.
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