--- title: "Pixie Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Pixie Software - reviews, pricing plans, popular comparisons to other Task Management products and more." source_url: "https://www.capterra.com/p/200797/Pixie/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Pixie Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 28, 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)[FAQs](#faqs)[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/) Top alternative Featured 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 Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Pixie?[Manage this product listing](https://www.g2.com/products/usepixie/claim_requests/new?auto=true) ## 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. [4.8 (131)](https://www.capterra.com/p/134106/Striven/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 4.6 (131) Value For Money 4.9 (29) Value For Money 4.7 (105) Customer Service 4.9 (30) Customer Service 4.8 (117) ## Pixie alternatives [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [3.8 (61)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about Pixie Overview ### Which roles and teams benefit most from Pixie? Pixie is most used by accounting firm leaders, directors, and owners who oversee client delivery, team capacity, and operational deadlines. Accountants, bookkeepers, payroll staff, and finance managers use it to manage recurring work, track tasks, organize client information, and monitor compliance-related workflows across accounting practices. Answer based on 32 reviews Overview ### What company size and industries is Pixie built for? Pixie is built for small accounting and bookkeeping firms, with 94% of reviewers from small businesses and 91% in accounting. It centralises tasks, deadlines, documents, and emails while automating workflows for firms managing hundreds to thousands of clients. It also has limited use among enterprise, construction, and consumer goods reviewers. Answer based on 32 reviews Features and Usability ### What are the key features of Pixie? Pixie includes core workflow management and task management features for building configurable workflows, assigning tasks, tracking progress, and monitoring due work. Client management links contacts, client tasks, and workflows, while the client portal supports securely shared documents and client-completed tasks. Templates, recurring tasks, and the timer support repeatable work processes. Answer based on 9 reviews Integrations ### Which third-party tools and platforms does Pixie integrate with? Pixie integrates with Zapier for connecting workflows with third-party applications, including Xero for sending customer details. Its official integrations also include Gmail and Microsoft Outlook, supporting email-related workflows. Reviewer feedback confirms Zapier is used to link Pixie with onboarding software and other required business tools. Answer based on 12 reviews Getting Started and Support ### What training and onboarding options does Pixie offer? Pixie offers live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, while documentation and videos provide self-paced reference material for setup, feature review, and ongoing learning. Answer based on 5 reviews Getting Started and Support ### What customer support options does Pixie offer? Pixie provides email/help desk, FAQ/forum, knowledge base, and chat support. Users describe the support team as helpful and willing to offer setup and customization ideas, while onboarding guidance is also viewed positively. Some users would like a user group for sharing ideas and best practices. Answer based on 2 reviews ## Features AI summary Based on 23,605 Task Management reviews Capterra data shows that buyers of Task Management software rank the following features as their top priorities: - **Task Scheduling** (**46%** of reviewers rated this feature as critical) - **Task Editing** (**44%**) - **Workflow Management** (**49%**) Pixie supports all three features that reviewers rate highest: **Task Scheduling**, **Task Editing**, and **Workflow Management**. Together, these capabilities help teams plan work on the right timelines, update tasks as priorities change, and keep processes moving in a clear, organized way, allowing teams to manage day-to-day work more efficiently and stay on track with deadlines. Task Scheduling 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks Task Editing 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Edit task information and all related elements 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 Progress Tracking 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track the status and progress of 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 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 [ 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 Counts reflect reviews available in this feed. 5(24) 4(8) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful AC Accountant Accountant Used the software for: Less than 1 year ### "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 21, 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 DI Director Director Used the software for: Less than 1 year ### "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 27, 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 Paul B. Director Used the software for: Less than 1 year ### "Pixie - Great for smaller accountancy / bookkeeping practices" 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 7/10 October 16, 2022 We enjoy Pixie and its flexibility for workflow management but it needs Pros Easy of setting up custom tasks is definitely a major plus Cons The document management suite could be better. You have to create one off tasks to put documents that don't relate to specific processes in a "folder" system. Definitely needs improvement BO Bookkeeper Bookkeeper Used the software for: Less than 1 year ### "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 21, 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. DI Director Director Used the software for: Less than 1 year ### "Brilliantly customisable" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2022 Pixie are great to deal with, the support team are fab and come up with great ideas to how to set things up and customise things. It could really do with a FB group where users can swap ideas as well. Pros Best thing about Pixie is that you can create all your processes and workflows from scratch so that they match your business and how it works. This is impossible with an 'out of the box ready' product. Cons Pixie's downfall compared to our previous software is its lack of dashboard to give me an overview of where we with everything. You have to used filtered reports which is not even slightly the same thing. CE CEO CEO Used the software for: Less than 1 year ### "The slickest practice management app on the market" 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 March 11, 2021 A great piece of software, simple to use, quick to set up and get started, and a great support team in \[SENSITIVE CONTENT HIDDEN\] at the forefront. Pros I had used a number of other PM apps over the past few years - Senta, Accountancy Manager. For most of our business life in the past 11 years we used non-sector specific tools to manage tasks. When I found Pixie, I was immediately drawn to the user interface - it didn't overwhelm! The ability to build our own processes fairly easily within the app was crucial and Pixie hit the mark. We have designed workflows to suit our clients and services and they sit nicely within jobs/tasks. Pixie doesn't create too many tasks at the front end - each job has a set of tasks to follow, with checklists and embedded loom videos all possible. Great to systemise your processes. Cons I'd love the ability to view jobs in terms of milestones. I have yet to find any PM software that does this. We supplement our Pixie usage with a simple Google sheet which works as a rolling job planner. We take each client job, slot it into a particular month for completion and then roll this week by week. If Pixie could crack that, it would be amazing! Not really a con though, just a request for something extra special. AC Accountant Accountant Used the software for: Less than 1 year ### "Brilliantly Simple Practice Management Software" 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 March 10, 2021 Pros The best thing about Pixie is the simplicity of the interface. It's very easy for new users to get to grips with Client tasks feature and chat window allows interaction with clients and gets stuff done without constant emails back and forth. Increasing library of work flow templates that can be plug and played into our practice helping us improve service to clients Automated client emails that can be built into our work flows \[SENSITIVE CONTENT HIDDEN\] of Pixie personally provided generous levels of support to help us get the most out of Pixie Cons It would be useful to have customisable dashboards to track job statuses by work type. This would really help planning all jobs our practice has to manage SM Senior Manager Senior Manager Used the software for: Less than 1 year ### "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 26, 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. DI Director Director Used the software for: 1-3 years ### "Good all round practice managent software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 October 13, 2022 Keeping track of emails and everyone in the office being able to see emails for a client is very useful. I would prefer documents in one place and then for them to be shared against client jobs would be wonderful. The system has been easy to set up for us and I can easily tweak and add jobs and tasks. Previous systems have been over complicated in this area but in Pixie it takes very little time. There is no stress in setting up a basic workflow and then tweaking it as necessary. I would love to see more integrations available. Pros Setting up Pixie from the start was easy. Adding workflows and tasks is straightforward without having to go though any intensive training. Setting up jobs on the fly from emails is very useful and the email integration is wonderful, nothing gets lost if you keep track of it all. Setting up workflows helps to keep jobs in mind. It is a great uncomplicated system. Cons Keeping track of the emails is in itself hard work, Pixie helps to manage it but there is no getting away from them. I have to go and find my jobs which is fine, but for employees who should be keeping the system up to date it is easy for them to neglect it. A kanban diarised view of jobs would be far more useful than a list. The tasks are basic and having a few more which rely on each other ie once a job is done it triggers another would be useful rather than lots of the same job. There doesn't seem to be many enhancements or improvements coming through. BO Bookkeeper Bookkeeper Used the software for: 1-3 years ### "An intuitive and easy to use practice management software." 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 8/10 October 17, 2022 We have used Pixie for over a year and it has saved a lot of time with task management, due date tracking and overall fluidity of day to day working in the business. Pros Task management and being able to assign tasks to other members of staff. Also being able to check all emails for a client and any member of staff without having to ask them if they've received an email form such and such. Cons Despite liking the email sharing with staff, the actual email tab is not great. Main reason being there is no draft emails. Also attachments do not show if they are sent within the email like a picture rather than an attachment. [View all Reviews](https://www.capterra.com/p/200797/Pixie/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.