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Pixie
Practice management for accountants & bookkeepers
About
Pixie streamlines accounting practice operations through centralized client management, team collaboration, and workflow automation.
Use cases in GFunnel
- Manage client engagements and deadlines
- Automate recurring accounting workflows
- Collaborate with team across projects
Automation ideas
- Auto-assign tasks based on client type
- Sync client data with accounting software
- Send deadline reminders to team/clients
Categories
FinanceProductivityProject Management
Departments
OperationsFinanceTechnology