Introducing Levvy AI: Smarter, Faster Accounting

Artificial intelligence is revolutionizing everything we do–and now, that includes accounting. Introducing Levvy AI Assist, a new artificial intelligence tool that’s actually intelligent. 

Levvy AI was designed to help accounting teams automate repetitive tasks, get quick answers to complex questions, unlock insights for better decisions, and more–so everyone can work smarter, not harder.

Why AI Matters for Accounting Firms

Artificial intelligence isn’t taking your job; it’s making it easier! AI is the future of accounting, and with Levvy AI, you can ensure you’re leveraging the latest technology to stay ahead of the game, make the most of your precious time, and do your best work yet. 

Let’s face it: accounting isn’t inherently simple. Firms oversee vast amounts of data and manage myriad time-sensitive workflows, all while juggling complex client relationships. Retrieving information, setting up client tasks, and analyzing firm performance often requires teams to navigate multiple tools and platforms. 

Levvy AI is changing that by automating routine work, providing instant insights, and reducing the friction of manual processes. With this virtual assistant on your side, your team can focus on what really matters: making strategic decisions and delivering exceptional service to clients.  These powerful tools streamline workflows, surface relevant data when and where it’s needed, and integrate seamlessly with your firm’s existing systems—all without compromising security or privacy. Your data stays protected, while your team stays productive.

Levvy AI Assist Features

You don’t have to know everything; that’s what Levvy AI is for. This shiny new feature is more than just fluff. It’s your go-to sidekick for simplifying complex tasks and supercharging firm operations. 

Tap into your team’s potential with three powerful tools: Smart Assist, Explore, and Insights.

Smart Assist

Your personal AI-powered assistant, tailored to each of your firm’s roles. Simply ask and Smart Assist delivers: client profiles, workflows, and more, built instantly with firm-wide knowledge–no need to flip between screens.

Explore

Instantly gain valuable, firm-wide insights you can’t find anywhere else. Find answers to all your questions, analyze critical operational data, and uncover key details on client work, team performance, project progress, and more.

Insights

Effortlessly analyze performance metrics. Levvy’s AI Insights give shape to data you typically wouldn’t have visualizations for. Optimize resource allocation & profitability, keep an eye on team productivity, and make informed, strategic decisions with ease.

All in all, you can consider Levvy AI your handy, one-stop source to help you cut out the busywork and unleash productivity. Whether it’s automating administrative tasks, pulling up critical data in seconds, or getting a real-time view of firm performance, Levvy AI ensures your team stays productive and informed. This way, you’ll spend less time searching for scattered information and more time providing the valuable services that allow your firm to scale to success. 

AI That Works for You

We know, we know: not all AI is actually helpful–especially the generic tools out there. That’s where Levvy AI is different: it’s built specifically for accounting firms. 

Our AI knows the ins and outs of accounting. It understands the workflows, challenges, and nuances of professional services. So you can improve efficiencies, reduce errors, and access game-changing insights, all without disrupting your existing processes.

Levvy CEO and founder Jeanne Hardy said the launch of Levvy AI reflects the company's continued focus on building tools that align with the real-world needs of accounting professionals.

"At Levvy, our mission has always been to create tools that actually work the way professionals do - fluidly, intuitively, and in sync with the realities of modern practice management. Levvy AI is a natural evolution of that vision. It brings clarity to the chaos by combining automation with insight, surfacing the right information at the right time so teams can make smarter decisions, faster. This isn't just about saving time - it's about empowering firms to elevate their work and deliver more strategic value to their clients every single day."

Levvy Head of Product Lee-Ling Yang said Levvy AI is designed to support faster, more informed decision-making.

"Levvy AI works seamlessly with Levvy's Dynamic Workspace, which our firms love for its complete visibility across all client work progress and capacity. Using natural language, users can instantly access their work and identify priorities. The powerful combination of Levvy AI with automatic time tracking unlocks unprecedented insights - empowering firms to focus on growth and enhance service delivery while making smarter decisions faster."

Ready to Experience the Future of Accounting?

Levvy AI Assist is now available to all users. Book a demo today to see how Levvy AI can transform your firm’s operations and unlock new levels of efficiency.

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Press Release