# Pixie Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Pixie Software - reviews, pricing plans, popular comparisons to other Task Management products and more.

Source: https://www.capterra.com/p/200797/Pixie/alternatives

---

# 

 Pixie Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Pixie

## What is Pixie?

Pixie helps you get your accounting or bookkeeping practice running like clockwork. Its powerful workflow automation means you and your team will spend less time doing manual admin. Its flexible CRM allows you to centralise client details alongside the email and document timeline. Lastly, Pixie's world-class support will help you hit the ground running and successfully implement Pixie at your practice.

## What is Pixie used for?

[Task Management](https://www.capterra.com/task-management-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)

Overall rating

Based on 32 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$69

Usage Based, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Pixie

4.8 (32)

VS.

[3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/)

Starting Price

$69

Usage Based, Per Month

Starting Price

$35

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (32)

Ease Of Use

3.7 (60)

Value For Money

4.9 (29)

Value For Money

3.7 (54)

Customer Service

4.9 (30)

Customer Service

3.8 (56)

## Pixie alternatives

Highest Rated

[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting price

$800.00

Per User, Per Month

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting price

$22.00

Per User, Per Month

[4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Workflow Management

4.6 (17)

64.71% of 17 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Task Management

4.5 (16)

75.00% of 16 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Document Management

3.5 (14)

35.71% of 14 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Client Management

4.5 (13)

61.54% of 13 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Activity Tracking

4.4 (10)

60.00% of 10 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

Client Portal

3.6 (10)

60.00% of 10 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Pixie 52 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Route documents and other data through one or more stakeholders for review and approval

A record of all activities within the system, including user access, changes made, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track all internal and external communication conducted via calls, email, text, or chat

Configure existing workflows to meet your organization's needs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Manage, store and organize emails within the system or via third-party apps

Reminders sent via email

Track employee schedules, availability, and performance across projects and tasks

Public or private sharing of digital files such as documents, audio/video, images, and more

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Designed for tax practices

Automate repetitive tasks such as filling out information or creating certain types of forms

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Receive system updates as soon as any changes are made

Set the frequency of a task's occurrence

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Track the status over time for a request, process, asset, or transaction

Edit task information and all related elements

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Add labels or tags to tasks

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

Alter the default workflow to meet your organization's needs

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.3 (32)

4.3

Based on 32 reviews

## Pricing

Value for money

4.9 (29)

Free Trial

Basic

$69.00

Usage Based,Per Month

Value for money

4.9 (29)

4.9

Based on 29 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (30)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (30)

4.9

Based on 30 reviews

## User reviews

Overall rating

4.8

Based on 32 reviews

Filter by rating

5(24)

4(8)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AU

Anonymous User

Ingeniero

Construction

### "Buena herramienta de organización "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 23, 2023

Pros

Interfaz sencilla.Facilidad en su implementación.Fácil configuración.

Cons

De momento no echo nada en falta. Es un buen programa, comparado con otros que había utilizado anteriormente.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CK

Cansu K.

Senior Finance Manager

Consumer Goods

### "I love the functionality of this platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 6, 2022

Pros

Automating our online accounting process has saved us a lot of time.

Cons

There is nothing that I am uncomfortable with on this platform.

Switched from

[Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CC

Caroline C.

Director

Accounting

### "Pixie Practice Management"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 21, 2022

Great customer support and onbarding training/journey. A development team that listen to suggestions and advise on the progress towards 'up voted' software imporvements.

Pros

The abilty to great workflows and customise client records is great, bringing the functionality of the software down to a practice level and allowing us to easily implement practice specific and client specific processes and workflows.The software setup was minimal and we can improve as we go, we are adding new workflows as we go.

Cons

The lack of a true client portal and the inability to add internal notes to tasks/workflows and emails

Alternatives considered

[Karbon](https://www.capterra.com/p/156181/Karbon/)

Reasons for choosing Pixie

Both had a significtantly higher price point for the number of users we would require and Tax Calc specifically is desktop based and we work predominantly in the cloud.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LM

Louise M.

Bookkeeper

Accounting

### "Really good Practice Management Software overall"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 20, 2022

Pixie is a great Practice customer management system that is very customisable to your own processes. Very easy to set up compared to the last system I used which took months to establish.

Pros

Easy to set up, very easy to create custom workflows, I love the flexibility of the client data fields. My clients really like the links to upload document and receive password protected documents without having to log in to a portal. Just as important is that the team picked it up really well and far prefer it to the last system used.

Cons

It is difficult to get a high level view of the whole work in progress or pending. The emails in box are not the easiest to manage and the documents within the client areas can be messy if not attached to tasks. You have to keep one workflow for one job without too many variations or if you need to make a change, you have to change every single workflow for that job.

Switched from

[Senta](https://www.capterra.com/p/206605/Senta/)

Senta stopped supporting the product due to the Iris takeover, plus my staff members did not get on very well with Senta at all.

Alternatives considered

[Karbon](https://www.capterra.com/p/156181/Karbon/)

Reasons for choosing Pixie

The flexibility of the product and the outstanding customer service.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Jzharina Izha D.

Accountant

Accounting

### "Easy to use software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 20, 2022

Pros

It is very easy to use and I love it. Will recommend with my friends

Cons

nothing. I love everything about this software

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LL

Lorna L.

Director

Accounting

### "Short time with Pixie"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

October 17, 2022

Good, we can at last see what's going on

Pros

It was simple, we only need generic high level checklists at the moment , workflows may come it was easy to setup and I have got the highest take up level from Pixie when compared to other systems

Cons

The lack of overall dashboard that can show me as business owner the status of all the resource and capacity in graphical form and may be with stats.

Switched from

[Senta](https://www.capterra.com/p/206605/Senta/)

Our business is really Professional Services, Senta was too detailed for what we needed.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LS

Louis S.

Senior Manager

Accounting

### "Pixie for the win"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 17, 2022

It has been great so far - I know some of the above features are in process, and I am looking forward to the growth.

Pros

It's everything you need for an Accounting practice to ensure you don't miss a deadline ever!

Cons

I would like a calendar view/kanban. More accurately predict the entire month and next month's jobs and deliverables. Adding more than one person on a job.

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

[Scoro](https://www.capterra.com/p/142042/Scoro/)

[monday.com](https://www.capterra.com/p/147657/monday-com/)

[Karbon](https://www.capterra.com/p/156181/Karbon/)

Ease and simplicity for an Accounting practice.

Alternatives considered

[Karbon](https://www.capterra.com/p/156181/Karbon/)

Reasons for choosing Pixie

Pricing and easy user experience.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PL

paul l.

Director

Accounting

### "Lite Tax - Pixie Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 17, 2022

really good option for small firm such as ours

Pros

Ease of use, training videos, support from our accounts manager

Cons

not able to send 64-8. Integration with Xero

Reasons for choosing Pixie

recommended Pixie by another accountant

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DN

Deep N.

Practice Admin

Accounting

### "anonymous"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 17, 2022

Excellent

Pros

Easy to use with for the user friendly features

Cons

Due to some glitches of cloud storage. Somehow I have to wait for support team.

Switched from

[Iris Works](https://www.capterra.com/p/149597/Iris-Works/)

Cost

Alternatives considered

[Glide](https://www.capterra.com/p/196046/Glide/)

Reasons for choosing Pixie

For the user friendly features

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KK

Karen K.

Director

Accounting

### "Fantastic practice management tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 17, 2022

Pixie helped organise my firm, get stuff out of my head and into one place! THe team were super helpful with the setup, and have been brilliant since onboarding new staff and providing support. highly recommend!

Pros

easy to set up and easy to use, but has enough detail to be useful. Really slick and the customer support is second to none!

Cons

file management could be improved - along with the client portal.

Switched from

[Senta](https://www.capterra.com/p/206605/Senta/)

Senta was overkill

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/200797/Pixie/reviews/)

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