Lavvy logo featuring an orange running rabbit icon on a white background.

Levvy

Levvy provides practice management software for accounting and client advisory services firms. Its platform connects workflows, work management, capacity, client records, documents, collaboration, time tracking, billing, reporting, profitability analytics, and embedded AI tools.

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Levvy Product Description

Levvy is an accounting practice management platform that helps firms coordinate work, capacity, clients, and financial performance.
– Workspaces, recurring tasks, workflow templates, approvals, collaboration, and document storage centralize service delivery
– Capacity planning, time tracking, assignments, and progress views help managers balance workloads and prevent bottlenecks
– Automated billing, invoicing, profitability reporting, operational analytics, and AI-assisted queries connect work with firm economics
– Fits accounting, bookkeeping, and CAS firms seeking an integrated platform for workflow, people, clients, billing, and insight.

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