Many small firms struggle to find the time to build systems and processes in their business as they’re ‘stuck’ in the day-to-day work. As a result, Pixie has released what they believe is the first public workflow template library for small firms globally. This workflow template library helps firms to get started faster with out-of-the-box templates they can start using right away. The templates include key services (bookkeeping, tax), processes (on-boarding), app partners, as well as marketing & sales. The power of collaboration is key in the accounting profession, and this library allows firms to share workflow templates between each other. Contributors to the Pixie workflow template library include James Ashford, Gabrielle Fontaine, Kellie Parks, Fathom, Futrli and many others.
Pixie's goal over the next few years is to continue to build this curated library of high-quality templates where small firms can come to find the processes they need. Celso Pinto, CEO & Co-Founder of Pixie said, “Pixie’s workflow library is one more step towards allowing firms to get into practice management software without having to invest weeks reinventing the wheel in terms of workflows. With so much happening right now, we want to ensure anyone can get started with the right processes that leverage decades of experience of industry peers.”
Pixie has also enabled firms to share their own workflow templates with other firms. Although the templates are built in Pixie and can be installed in seconds, firms can opt to rebuild them in any app of their choosing. The hard part of creating the process has already been done for them.
Gabrielle Fontaine, Founder of BookkeepingDirect commented, “What I love most about Pixie is not only having the template library for quick integration into my practice, but I can easily customize the templates (and even make my own from scratch) to fit my unique workflows. It’s the perfect mix of flexibility and ease.”
The workflow template library is publicly available now for people to start browsing & using. Pixie will continue to work with partners and practitioners in the community to keep adding more templates in the coming weeks and months.
About Pixie
Pixie was built to help small accounting & bookkeeping firms get organized. Their simple-to-use, practice management software allows firms to easily take control and manage their clients, tasks, emails, files and workflows in one place. The team at Pixie are on a mission to help small firm owners across the globe to save time, reduce overwhelm and enjoy the day-to-day running of their business. You will find more information about the new workflow template library here.