All Features

A next-gen practice accounting management software designed to manage clients, work, resources, and insights. All your work in one place.
Work Management

Work Management

Stay on track, stay connected, and stay focused on the tasks that matter with Levvy’s intuitive work management tools, designed to keep your team aligned, productive, and efficient.

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Work Management

Dynamic Workspace

Task management, simplified

Unified Tasks

Boost efficiency with built-in communication

Ad Hoc Tasks

Capture unplanned work
Workflow Automation

Workflow Automation

Workflows that work with you. Optimize your processes for unparalleled efficiency–whether you build your own or choose from one of our expert-designed templates.

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Workflow Automation

Pre-Built Workflow Library

Save time and start working

Custom Workflow Builder

Your workflows, your way

Task Dependencies

Eliminate bottlenecks

Task Approvals

Peace of mind

Smart Rescheduling

Smooth operations
Time Tracking

Time Tracking

Ensure precise billing and enhance productivity with automated time tracking. Levvy provides detailed breakdowns of billable hours by workflow, team member, and rate, making it easy to audit hours, generate invoices, and export reports as CSV files–no need for separate time-tracking or invoicing software.

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Time Tracking

Automatic Time Capture

Save time, improve precision

Manual Time Logging

More control

Seamless Time-to-Invoice

Billable time, managed
Capacity Management

Capacity Management

Bye-bye burnout! Leverage real-time tracking of team capacity, easily adjust priorities, redistribute tasks, and ensure a balanced workload for the whole team with Levvy.

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Capacity Management

Real-Time Capacity Insights

Optimize Team Efficiency

Bulk Task Reassignment

Seamless Work Reallocation

Custom Work Hours

Availability Planning
Team Collaboration

Team Collaboration

Teamwork makes the dream work–Levvy makes it easier than ever. Connect seamlessly with collaborative tasks, an approval-based workflows, and more.

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Team Collaboration

Approval-Based Workflows

Ensure quality control by requiring manager approvals for critical tasks.

Instant Notifications

Get real-time alerts when tasks need approval or when someone is mentioned.

Task Comments & Follow-Ups

Keep communication organized within tasks, eliminating endless email threads.
Client Management

Client Management

Improve client relationships, boost efficiency, and deliver exceptional service with Levvy’s comprehensive client management features: all-in-one client profiles, custom workflows, and more.

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Client Management

Centralized Client Profiles

One place for everything related to each client.

Streamlined Client Collaboration

Make working with clients effortless.

Client Referral Tracking

Monitor and manage new business coming in through client referrals.
Document Storage

Document Storage

Ensure your files are secure and well-organized with Levvy’s advanced file management system. Effortlessly store, access, and manage documents while maintaining top-tier security and organization for your entire team.

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Document Storage

User Permissions

Organize files with custom user permissions, by roles, teams, and clients.

Auto-Generated Client Folders

Keep everything structured and organized by client without manual setup.

Secure, Unlimited Storage

Store as many documents as you need, with enterprise-grade security.
Reporting & Analytics

Reporting & Analytics

Unlock actionable insights to maximize growth with Levvy. Make game-changing, data-driven decisions with profitability tracking, progress reports, and more.

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Reporting & Analytics

Profitability Reports

Gain clarity

Time Reports

Optimize efficiency

Progress Reports

Stay ahead of project bottlenecks
Invoicing & Billing

Invoicing & Billing

Take the hassle out of client billing and focus on doing great work when you save time with features like auto-generated invoices, branded templates, QuickBooks integrations, and more.

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Invoicing & Billing

Auto-Generated Invoices

Reduce manual work with automated, accurate invoicing.

Seamless Time-to-Invoice

Billable time, managed

Retainer & Hourly Billing

Flexible, all in one

Branded Invoice Templates

Maintain the professional look

Xero & QuickBooks Integration

Smooth financial management.
Integrations

Connect your complete tech stack

Levvy connects everything your team needs to do great work–all in one place. Integrate your complete tech stack to save time, reduce errors, keep your team aligned, satisfy clients, and stick the landing without breaking a sweat.

All of that.
One simple solution.

Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.