Pixie
17 Case Studies
Case Study: Level Accounting achieves streamlined workflows and scalable growth with Pixie
A Pixie Case Study
How trial and error helped Level Accounting realise the power of Pixie
Level Accounting, a Bolton-based accountancy firm run by Dan Ryder, needed a flexible, cloud-based practice management solution to support rapid growth and day-to-day workload. The firm struggled with torrenting emails, a clunky onboarding and AML process, and low platform adoption—issues that meant their existing tools weren’t helping them scale—so they returned to the practice management platform Pixie to get things under control.
Pixie’s email integration, Xama AML link, and Zapier/ Ignition workflows gave Level Accounting a single, intuitive place to log communications, automate onboarding and proposals, and customise tasks and templates. The result: faster team adoption, easy error correction, and measurable efficiency gains—new clients can be set up in under a minute—helping the firm scale to 700+ clients and deliver significant time savings and value for money with Pixie.
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Level Accounting
Dan Ryder
Owner