Audience
Accounting and professional services firm leaders and their teams looking for a tool to automate workflows, manage clients and billing, track capacity
About Levvy
Levvy is a next‑generation practice and work management platform tailored for accounting, professional services, and business teams. It centralizes workflows, task tracking, client management, document storage, time tracking, invoicing and billing, capacity management, and team collaboration, all within one intuitive interface. Levvy offers customizable workflow automation through expert‑designed or custom templates, helping firms eliminate manual follow‑ups, streamline approvals, and ensure every client interaction stays on schedule. Integration with tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier ensures seamless data flow across systems. Real‑time reporting and analytics provide 100% visibility into team progress, workloads, capacity, profitability, and performance, empowering managers and firm partners to make data‑driven decisions about staffing, pricing, and growth.
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Pricing
Starting Price:
$59 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Levvy
Founded: 2020
United States
www.levvy.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
24/7 Live Support
Online
