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.