Case Study: That’s Ideal removes deadline management brainache with Pixie

How Pixie helped That’s Ideal to remove the brainache of managing dates & deadlines

That’s Ideal Ltd, a growing remote bookkeeping business, was struggling to keep track of dates, deadlines, services, schedules, and notes as the team expanded. After trying spreadsheets and other practice management tools like Senta, AccountancyManager, and Karbon, they needed a simple, intuitive system that would reduce the stress of missed deadlines and support their Xero- and Dext-based workflow.

Pixie provided that solution with its practice management software, including pre-built workflows, easy data import, and an integration with Xama for AML. The team found Pixie straightforward to set up and much easier to use than their previous tools, and within weeks they had a central hub for workflows, deadlines, and client reviews, saving them significant brainache and helping them stay organized.

That's Ideal Ltd

Jayne Smith

Owner