Levvy

What is Levvy?

Levvy is practice management software for accounting and client advisory services (CAS) firms. It plans the team's week by client, tracks time inside each task against budget, shows capacity by person and profit and margin by client and workflow, and includes Client Loop, a client portal for document requests, uploads and chat. Levvy AI adds an AP Agent, a call notetaker and plain-English questions about firm data, and an MCP server connects Levvy to Claude and ChatGPT.

Who it's for

Accounting and CAS firms, especially bookkeeping and monthly-client firms that want to see capacity and client profitability. Levvy is based in Brooklyn, New York, and its pricing runs from smaller teams (Starter) to large firms (Enterprise).

Key features

• Weekly workspace with client lanes, recurring workflows, ad hoc requests and emails turned into tasks with the thread attached
• Time tracked in the background inside each task and compared with the budget, with capacity by person
• Client profitability: revenue, cost and margin by client, workflow and team member
• Client Loop client portal with scheduled document requests, reminders, mobile uploads and receipt scanning
• Automatic document folders per workflow, with role-based permissions and a password manager that fills client logins
• AP Agent reads vendor invoices from a client's inbox and creates bills in QuickBooks Online for review and approval
• Levvy Notetaker drafts follow-up tasks and notes from client calls
• Levvy AI Smart Assist, Explore and Insights for building workflows and asking questions about client work and team performance

Integrations

• QuickBooks Online
• Xero
• Gmail
• Outlook
• Slack
• Zapier
• Claude
• ChatGPT

Slack and Zapier are on the Whole Firm plan. Levvy AI and the Claude and ChatGPT connection are included on every plan at no extra cost.

Recent updates

• November 3, 2026: Levvy announced new Levvy AI capabilities and a connection to Claude and ChatGPT, included on every plan at no extra cost. The AP Agent turns vendor invoices from a client's inbox into QuickBooks Online bills, a notetaker turns client calls into tasks, and the assistant connection only reaches what each user's role allows, asks for approval before creating anything and cannot edit or delete existing workflows or tasks. ^[4]

Pricing

Starter $59/user/month (billed annually) (from the vendor's public pages, last checked November 9, 2026; confirm with the vendor)

Sources

1. https://www.levvy.com
2. https://www.levvy.com/pricing
3. https://www.levvy.com/solutions/ai
4. https://www.prnewswire.com/news-releases/levvy-ai-helps-accounting-firms-find-hidden-hours-and-turn-them-into-advisory-revenue-302927772.html
5. https://www.cpapracticeadvisor.com/2026/11/03/levvy-announces-new-connection-to-claude-and-chatgpt/193078/
6. https://www.accountingtoday.com/news/levvy-announces-mcp-connectors-workflow-support

Last checked: 2026-11-09