Case Study: WIS Accountancy achieves digitised efficiency and scalable client growth with Pixie

How WIS digitised a diverse financial offering to support a rapidly growing client base

WIS Accountancy, a chartered accounting firm co‑founded by Wijay Kanagasundaram, faced the challenge of digitising a diverse financial offering and streamlining manual, Excel‑based processes as their client base expanded (around 600 contractors) while keeping a personal, paperless service. To address this they selected Pixie and its automation platform to simplify onboarding and everyday workflows.

Pixie delivered an easy‑to‑deploy automation solution and responsive support, automating client onboarding (for example, sending pre‑planning emails the day after sign‑up), routine communications and key workflows, which cut down manual tasks and implementation time. As a result Pixie enabled WIS Accountancy’s 25‑person team to scale efficiently, maintain personalised client interactions, speed up onboarding and support a growing, more diverse client base.

WIS Accountancy

Wijay Kanagasundaram