Pixie
17 Case Studies
Case Study: E2E Accountancy achieves streamlined AML compliance with Pixie
A Pixie Case Study
How E2E Accountancy made the choice to move to Pixie
E2E Accountancy, led by co‑founder and virtual FD Martyn Hodgson, is a boutique firm focused on early‑stage tech clients and managing about 20 clients with outsourced accounting and payroll teams. Their main challenge was staying on top of anti‑money‑laundering requirements while using a simple, scalable CRM that fits a small, consultancy‑style practice. They chose Pixie — a CRM platform with built‑in anti‑money‑laundering features and a Xama automation integration — because of its straightforward pricing, roadmap transparency, and the founder’s clear product vision.
Pixie implemented a lightweight CRM and AML workflow integrated with Xama that was quick to set up and easy for the team to adopt. The result: streamlined AML processes, fast onboarding, and almost full team buy‑in, letting E2E trust the platform to “almost run itself.” Pixie’s timely roadmap delivery and responsive support increased E2E’s confidence in the product and reduced the administrative friction of compliance for their 20‑client practice.
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E2E Accountancy
Martyn Hodgson
E2E Accountancy