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Levvy

Levvy brings together practice management for accounting and professional services companies by integrating workflows, client management, and time tracking into...

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Levvy brings together practice management for accounting and professional services companies by integrating workflows, client management, and time tracking into...

Watch Demo Get Pricing
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Product Overview

Levvy brings together practice management for accounting and professional services companies by integrating workflows, client management, and time tracking into a single platform. While the options for customizing reports are somewhat restricted, its cohesive design and insights powered by AI assist teams in staying organized, minimizing manual tasks, and ensuring clarity in operations.

Product Details

What Is Levvy?

Levvy is an innovative cloud-based practice management software tailored for accounting firms and professional service teams. It aims to centralize and enhance workflows, client interactions, and internal operations. This platform consolidates various functions, including task management, client oversight, time tracking, and communication, all within a unified workspace.

This software boasts features like work management, automation of workflows, robust reporting and analytics, along with integrated AI functionalities to elevate efficiency and transparency. Levvy enables firms to decrease manual tasks, foster collaboration, and make informed, data-driven decisions across different projects and teams.

How Much Does Levvy Cost?

The pricing for Levvy begins at $59/user/month for the Starter plan. There are two more plans available:

  • Whole Firm - $79/user/month

  • Enterprise - Custom pricing

A 14-day free trial is also available for potential users.

Beyond the basic pricing plans, additional costs may be incurred based on the scale of usage and configuration needs, which generally align with standard industry rates for advanced tools, integrations, and optional features.

  • Implementation and onboarding: $500–$2,500 - This covers initial workflow setup, team training, and template configuration to suit firm processes.

  • Data migration: $300–$1,500 - This includes transferring client records, historical tasks, and document libraries from existing systems.

  • Integrations and API access: $200–$1,500 - This involves connecting with accounting software, billing platforms, and document management tools.

  • Advanced analytics and AI features: $600–$3,000/year - This includes custom reporting and AI-driven insights regarding team capacity, profitability, and workflow optimization.

Users often find Levvy's pricing to be reasonable since its integrated workflows, client management capabilities, and AI features contribute to significant time savings while reducing manual labor. For a personalized quote tailored to your business needs, you can request a custom Levvy cost estimate.

Please note: Pricing is subject to change.

Levvy Integrations

This software can integrate with several third-party applications such as:

  • Gmail

  • Outlook

  • QuickBooks

  • Slack software

  • Xero

  • Zapier software

If you want to explore its features further and see how it may fit with your existing tools, consider requesting a Levvy demo.

Who Is Levvy For?

The Levvy software caters to a diverse array of industries including:

  • Accounting

  • Consulting

  • Financial services

  • Bookkeeping

  • Advisory services

Is Levvy Right For You?

If you're in search of a practice management solution that consolidates workflows, client management, and time tracking while enhancing productivity through built-in intelligence, Levvy is an excellent choice. It assists firms overwhelmed by disparate tools and manual processes in streamlining operations while providing real-time insights into performance. It addresses common challenges such as inconsistent task follow-up and inefficient billing practices so that teams can concentrate on delivering high-value work.

Levvy also complies with General Data Protection Regulation (GDPR) standards for secure handling of personal data, ensuring both privacy rights are respected and regulatory requirements are met.

The platform is designed with security and scalability in mind; it offers enterprise-level data protection along with encrypted document storage. This allows firms to expand confidently without losing control over their data.

If you're still uncertain about whether Levvy suits your needs or not, feel free to reach out to our customer support team at info@softwareseekers.com for assistance in making the right choice.

Accounting Software Features

✘ dashboard
✘ reporting
✘ accounting
✘ dashboards
✘ mobile app
✘ public api
✘ purchasing
✘ audit trails
✘ audit trials
✘ cybersecurity
✘ mobile access
✘ time tracking
✘ bid management
✘ credit control
✘ cta compliance
✘ expense report
✘ fee management
✘ general ledger
✘ kpi monitoring
✘ pci compliance
✘ tax management
✘ cash management
✘ crm integration
✘ debt collection
✘ email marketing
✘ fund accounting
✘ nav calculation
✘ quality control
✘ soc 2 compliant
✘ task management
✘ accounts payable
✘ asset management
✘ audit management
✘ donor management
✘ event management
✘ expense tracking
✘ fraud management
✘ grant management
✘ maintenance logs
✘ project tracking
✘ budget management
✘ fundraising tools
✘ project templates
✘ recurring billing
✘ safety management
✘ vendor management
✘ alertsnotification
✘ budgeting software
✘ built in reporting
✘ data visualization
✘ equipment tracking
✘ financial tracking
✔ invoice management
✘ payment processing
✘ payroll processing
✘ project management
✘ project scheduling
✘ zapier integration
✘ accounts receivable
✘ ai powered insights
✔ alertsnotifications
✘ bank reconciliation
✘ cloud collaboration
✘ collaboration tools
✘ compliance software
✘ contract management
✘ customizable report
✘ document management
✘ employee management
✘ financial reporting
✘ incident management
✘ integrated payments
✘ payroll integration
✘ production planning
✘ reporting analytics
✘ resource allocation
✘ scheduled reporting
✘ unitholder tracking
✘ workflow management
✘ bookkeeping software
✘ cash flow management
✔ customizable reports
✘ financial reportingg
✘ financial statements
✘ inventory management
✘ loan servicing suite
✘ payroll tax software
✘ real time monitoring
✘ rolebased permission
✘ volunteer management
✘ bill of materials bom
✔ billing and invoicing
✘ contractor management
✘ custom add on modules
✘ membership management
✘ multicurrency support
✘ regulatory compliance
✘ statistical modelling
✘ work order management
✘ account reconciliation
✘ facilities maintenance
✘ fixed asset management
✘ multi currency support
✘ partnership accounting
✘ auditing and compliance
✘ automated loan workflow
✘ change order management
✘ customizable dashboards
✘ paperless documentation
✘ reporting and analytics
✘ supply chain management
✘ debt collection software
✘ financial analysis tools
✘ small business invoicing
✘ subcontractor management
✘ accounts payable software
✘ budgeting and forecasting
✘ regular payment scheduling
✘ data analysis and reporting
✘ accounts receivable software
✘ business management software
✘ financial reporting software
✘ automated email communication
✘ financial management software
✘ data collection and management
✘ efficient portfolio management
✘ financial portfolio management
✘ policy and document management
✘ regulatory compliance tracking
✘ revenue recognition compliance
✘ risk assessment and mitigation
✘ automated notifications updates
✘ contact relationship management
✘ project planning and scheduling
✘ integration with banking systems
✘ advanced analytics and forecasting
✘ multi currency accounting software
✘ machine learning and ai integration
✘ provides government boi transcripts
✘ version control and change tracking
✘ audit trails auditing and compliance

Pros

  • ✔ Improves productivity by centralizing all workflow information
  • ✔ Enhances visibility across tasks, clients, and teams
  • ✔ Reduces missed deadlines through structured task tracking

Cons

  • ✘ Invoicing functionality lacks native payment processing
  • ✘ Time tracking and reporting need further refinement

Price

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Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The vendor has not disclosed information regarding its API.

Levvy integrates with Gmail, Outlook, QuickBooks, Slack software, Xero, and Zapier software.

Levvy provides support via live chat.

Levvy serves industries including accounting, consulting, financial services, bookkeeping, and advisory services.

Levvy supports the English language.

No, Levvy does not have a mobile app.

Levvy pricing starts at $59/user/month for its Starter plan, with additional plans including Whole Firm at $79/user/month and Enterprise at custom pricing. Request a custom Levvy price quotation.