Pixie, a London-based startup, is built to make practice management and workflow automation simple for small accounting and bookkeeping firms.
Today, the company just announced that it has secured £2.25 million (nearly $3 million) in a seed funding round led by Triple Point Ventures alongside participation from Seedcamp, MMC Ventures, and serial entrepreneurs. Also, angel investors such as Duane Jackson (Kashflow, Staffology), Will Neale and Chris Adelsbach participated in the round.
This is one of the largest seed investment rounds to be pumped into a UK-based SaaS practice management platform. Pixie will use the funds to expand the team, build more features, work on further integrations and support the increasing demand as small firms speed up the adoption of cloud-based practice management software.
Founded by Portuguese expat
Pixie was founded by a Portuguese expat in London – Celso Pinto along with Jordan Vickery in 2019. Celso came up with the idea after learning about the difficulties and challenges that small accountancy and bookkeeping firms face. The team at Pixie listens to customers and implements their feedback into the product, which is their go-to-market strategy.
Apparently, over 1,100 accountants and bookkeepers worldwide rely on Pixie every day to manage their work more effectively. Also, these companies scale their firms and make their clients delighted.
The mission of Pixie is to build a sustainable business, which makes practice management effortless, simple, and delightful for small accounting and bookkeeping firms. While believing in sustainable business models, Pixie ensures that all stakeholders get all that they want.
Pixie is a CRM and task management tool that focuses on workflow management and scheduling. It lets users see all the emails from clients, files, tasks, and deadlines among other information in a single place. It will automatically save all emails and files to the client records for easy access.
It lets firms create as many custom fields as needed to the client records. Businesses can assign tasks to clients and set up reminders. Also, bulk actions can be taken to send emails, change custom fields, start tasks and schedule workflows.
Workflow management for increased productivity
With Pixie, clients can experience increased productivity and consistency. The software is loaded with pre-done templates for US and UK firms. Its workflow management capability enables firms to create automatic tasks, set custom date triggers, save time with automated emails, and manage job stages with deadlines.
There is a workflow template library, which lets users browse Pixie’s growing collection of workflow templates and integrate them into their workspace.
Automations to save time
Pixie is easy and quick to get started and use. Instead of spending several weeks customising workflows, its users have to just connect Pixie to their inbox to can create clients and jobs from these emails. With further usage, users can explore Pixie’s automation capabilities that will make the process much easier.
Its time-saving automation capabilities send reminders to clients, send emails, create tasks and more. It is possible to add auto-email templates to the workflows and save time. There can be automatic to-do’s, the ability to add notes easily and more.
How much does Pixie cost?
Pixie is super simple to use and charges a straightforward cost for the firm irrespective of the number of people or clients. The flat fee for the whole team is £49 / €59 / $59 per month excluding VAT. On paying this fee, clients will get the following,
- Email and task prioritisation
- Smart 2-way email integration via GSuite, Gmail, Office365 and Outlook.com
- Workflow automation and job scheduling
- Deadline tracking
- Automated email reminders
- Companies house integration
- Team management reports
- Customisable fields and task templates
- Thousands of integrations with Zapier
- GDPR-compliant secure document exchange
What’s more interesting is that there is a 30-day free trial for interested businesses.