Levvy.com
Levvy is a cloud-based SaaS practice management platform for accounting and Client Accounting Services (CAS) firms, unifying workflows, capacity tracking, client management, billing, and an embedded Levvy AI layer into one subscription product serving SMB and mid-market accounting firms in the United States.
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Levvy.com does
Levvy (Levvy Inc.) is a New York-based SaaS company, founded in 2020 and incorporated in Delaware, that sells a practice management platform purpose-built for accounting firms and Client Accounting Services (CAS) providers. The platform unifies work management, workflow automation, time tracking, capacity management, client management, document storage, reporting and analytics, and invoicing and billing into a single connected system, replacing the fragmented tool stacks that accounting firms typically stitch together from generic productivity software. In 2024, Levvy launched Levvy AI, an embedded AI layer providing Smart Assist, AI Explore, and AI Insights for automation, natural language queries, and resource optimization. The platform integrates natively with QuickBooks, Xero, Slack, Gmail, Outlook, Zapier, and Anchor, and holds SOC 2 Type II, GDPR, CCPA, and EU-US Data Privacy Framework certifications.
The product is sold on a subscription SaaS model with quote-based pricing tied to firm size and seat count, accessible via a 14-day self-serve free trial on the website. Levvy employs a hybrid go-to-market combining product-led growth with sales-assisted demos booked through HubSpot for larger firms. Primary customer segments are traditional accounting firms and CAS firms handling outsourced bookkeeping, month-close, accounts payable/receivable, payroll, and advisory services; the company also targets three internal personas within those firms — partners, managers, and team members — through dedicated role-based pages. Named customers include Bookkeeping Repair, RKE LLP, PBS Accounting & Tax Solutions, and ArtSmart, with quoted outcomes such as a 60 percent reduction in ad hoc task delays and 50 percent capacity freed through automation.
The company is led by founder and CEO Jeanne Hardy, operates from Brooklyn, NY, and employs 11-50 people. It closed a funding round on 2025-01-27 with K5 Global and WD Strategies (amount undisclosed), and appears to be founder/management-owned with limited public disclosure of cap table, revenue, or ARR. Levvy generates revenue purely from subscription fees, with no disclosed transaction-based, marketplace, or professional services streams.
Levvy.com firmographics
Firmographics- Name
- Levvy.com
- Legal name
- Levvy Inc.
- Website
- https://levvy.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Levvy is a cloud-based SaaS practice management platform for accounting and Client Accounting Services (CAS) firms, unifying workflows, capacity tracking, client management, billing, and an embedded Levvy AI layer into one subscription product serving SMB and mid-market accounting firms in the United States.
- Ownership category
- akta.pro rank
Levvy.com industry classification
Industry- Product category
- Accounting Practice Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Experience Monitoring & Management (DEX/DEM, AIOps for EUC) (BPAEAIAF)
- akta.pro secondary industry
- Privacy Management (Consent, DSAR, RoPA) (HDADAFAH)
Keywords
Where Levvy.com is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Levvy.com business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription SaaS: Levvy operates on a subscription SaaS model charging accounting and CAS firms for access to its practice management platform. Pricing is based on team size and usage. The platform offers a 14-day free trial before subscription commitment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | 14-day free trial available for new users |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Levvy.com product offering
Product offeringCore offering
Levvy.com is a cloud-based practice management SaaS platform built specifically for accounting, bookkeeping, and Client Accounting Services (CAS) firms. It unifies workflow automation, capacity and resource planning, time tracking, client and team management, document storage, reporting, and integrated invoicing and billing into a single system. The platform is enhanced by Levvy AI, which adds AI-powered automation, data exploration, and performance insights for firm operations.
Product overview
Levvy is a unified practice management platform for accounting and Client Accounting Services (CAS) firms. The core platform integrates Work Management, Workflow Automation, Time Tracking, Capacity Management, Team Collaboration, Client Management, Document Storage, Reporting & Analytics, and Invoicing & Billing into one connected system. Levvy AI is embedded within the platform as an AI layer providing Smart Assist, Explore, and Insights capabilities. The platform also offers free supplementary resources including workflow templates and efficiency checklists. The platform supports role-based access for Firm Partners, Managers, Team Members, and External Collaborators, and connects with third-party tools including Gmail, Outlook, QuickBooks, Slack, Xero, Zapier, and Anchor.
Differentiator
Problem solved
Functional benefit
Products and services
- Levvy Practice Management Platform Cloud-based practice management SaaS platform for accounting, bookkeeping, and Client Accounting Services (CAS) firms, providing workflow automation, capacity and resource planning, time tracking, client and team management, document storage, reporting and dashboards, and integrated invoicing and billing in a single system.
- Levvy AI AI-powered product capability within the Levvy platform delivering Smart Assist for automation, Explore for data exploration, and Insights for performance analytics, targeted at accounting and CAS firms seeking to automate manual work and surface operational and financial insights.
Quantifiable outcome
- Cut ad hoc task delays by at least 60 percent
- +2 more outcomes
Companies that use Levvy.com
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles2 records
Levvy.com technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability4 records
Feature7 records
Levvy.com partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- QuickBookscoreQuickBooks integration for automated invoicing and billing sync. Core integration for accounting firm workflows enabling seamless financial data exchange between practice management and accounting software.
- XerocoreXero integration for accounting software connectivity. Enables invoicing and billing sync similar to QuickBooks integration. Core integration for firms using Xero for client accounting.
- AnchorcoreAnchor integration for proposal-to-client automation. Automatically creates clients, contacts, and workflows in Levvy when proposals are approved in Anchor. Owner role required for setup; Owner/Supervisor can configure services.
- AICPAminorAICPA SOC compliance badge displayed on website footer, indicating Levvy has completed SOC 2 Type II certification for security controls. Provides trust signal for accounting firm customers concerned about data security.
Recent moves5 records
Expansion highlights5 records
Levvy.com competitors and assessment
Company assessmentDirect peers
- Karbon: Karbon is a leading practice management platform for accounting firms, offering workflow automation, client communication, and team collaboration. It is the most directly comparable product to Levvy in the same vertical and customer segment.
- TaxDome: TaxDome is an all-in-one practice management platform for accounting and tax firms, bundling CRM, workflow, document management, and billing. It targets the same SMB/mid-market accounting customer as Levvy.
- Jetpack Workflow: Jetpack Workflow is workflow automation software built for accountants and bookkeepers, with pre-built templates for recurring processes. It overlaps directly with Levvy's workflow automation templates and CAS-focused use cases.
- Ignition (Practice Ignition): Ignition automates client engagement, proposals, and billing for accounting and bookkeeping firms. It integrates with Levvy via Anchor for proposal-to-workflow automation, making it a complementary and partially overlapping peer in the same customer base.
- Canopy: Canopy provides practice management software for accounting and tax firms, including workflow automation, client management, document handling, and billing. It competes head-to-head with Levvy for CAS and tax practice customers.
- Financial Cents: Financial Cents offers workflow and practice management software built specifically for accounting firms, with recurring workflow templates, client management, and time tracking. Directly comparable to Levvy's workflow automation and CAS positioning.
Broad incumbents
- Xero (Xero Practice Manager / Xero HQ): Xero offers Xero Practice Manager and Xero HQ for accountants and bookkeepers using Xero. It is a broad incumbent in the accounting software ecosystem and a core integration partner for Levvy.
- Intuit (ProConnect / QuickBooks ecosystem): Intuit owns QuickBooks and ProConnect Tax, bundling practice management-adjacent features for accounting firms that use its ecosystem. It is a broad incumbent whose strategic moves directly affect Levvy's core integration value.
- Wolters Kluwer (CCH Practice Management): Wolters Kluwer offers CCH practice management and a broader suite of tax, audit, and compliance software for accounting firms. It is a large incumbent with overlapping capabilities but is not specialized in the CAS/small-firm niche Levvy targets.
Emerging players
- Suralink: Suralink provides workflow and request-list management for accounting and audit firms, with overlap to Levvy's workflow and client-request features but a narrower functional footprint.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Levvy.com social profiles
Digital presenceLevvy.com compliance and trust
Trust signalCompliance4 records
Levvy.com financial estimates
Financial estimateRevenue estimate
Valuation estimate
Levvy.com leadership team
Management profileNumber of profiles
Profiles1 record
Levvy.com funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Levvy.com M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Levvy.com
What does Levvy.com do?
Levvy.com is a cloud-based practice management SaaS platform built specifically for accounting, bookkeeping, and Client Accounting Services (CAS) firms. It unifies workflow automation, capacity and resource planning, time tracking, client and team management, document storage, reporting, and integrated invoicing and billing into a single system. The platform is enhanced by Levvy AI, which adds AI-powered automation, data exploration, and performance insights for firm operations.
Is Levvy.com a public or private company?
Levvy.com is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Levvy.com founded?
Levvy.com was founded in 2020. It employs 1 to 10 people.
Where is Levvy.com based?
Levvy.com is headquartered in New York, United States, in the North America region.
How does Levvy.com make money?
One revenue line is on record: subscription SaaS.
Who are Levvy.com's main competitors?
Direct peers on record are Karbon, TaxDome, Jetpack Workflow, Ignition (Practice Ignition), Canopy and Financial Cents. Broad incumbents are Xero (Xero Practice Manager / Xero HQ), Intuit (ProConnect / QuickBooks ecosystem) and Wolters Kluwer (CCH Practice Management). Suralink is listed as an emerging player.
Does Levvy.com have an API?
No public API is recorded for Levvy.com.
What industry is Levvy.com in?
Levvy.com's product category is Accounting Practice Management Software. Its primary akta.pro industry code is BPAEAIAF, Digital Experience Monitoring & Management (DEX/DEM, AIOps for EUC), with a secondary code of HDADAFAH, Privacy Management (Consent, DSAR, RoPA). Its NAICS code is 513210 and its SIC code is 7372.