Case Study: Lagom Finance achieves streamlined remote staff onboarding with Pixie

How Pixie made onboarding staff so simple for Lagom Finance

Lagom Finance, founded by Rebecca Freeman, is an accountancy firm that supports female-led businesses and manages a portfolio of roughly 120 larger clients. As the firm scaled remotely, onboarding new staff and standardising recurring processes became a bottleneck—previous CRMs (Capsule and Accountancy Manager) were clunky or required heavy workarounds—so Lagom turned to Pixie, using Pixie’s template and task-management features to create repeatable, high-quality processes.

Pixie provided granular templates, a full audit trail and centralized client visibility (including email activity), which eliminated the need for micromanagement and lengthy onboarding sessions. After about six months on Pixie, new hires can start on day one with clear tasks and supporting information, the team can see all client details directly in Pixie rather than digging through inboxes, and Lagom has faster, more consistent onboarding and improved operational efficiency.

Lagom Finance

Rebecca Freeman

Founder