Levvy keeps the workflow simplicity Aero firms expect — and adds real capacity tracking, embedded AI, profitability by client, and native invoicing. All in one place. All on day one.
A real-time snapshot of capacity, deadlines, and profitability — no drilling down, no spreadsheet exports.
Levvy AI builds workflows, finds client info in plain language, and surfaces resource decisions — embedded right where you work.
Aero tracks what's due. Levvy adds cost per hour by employee and client, real profitability by engagement, and embedded AI — the firm intelligence Aero wasn't built for.
Jeanne Hardy ran a CAS firm for 20 years through 40% growth before building Levvy. Every workflow assumes you're running a practice, not a generic project.
Aero built a workflow engine. Here's everything Levvy adds when the workflow alone isn't enough.
| Feature | Levvy | Aero Workflow |
|---|---|---|
| Recurring workflow automation with accounting templates | ✓ Full library + custom builder + dependencies | ✓ Solid template library |
| Capacity management (cost per hour by employee + client) | ✓ Real-time, surface-first | Limited — basic capacity planning |
| Embedded AI (Smart Assist, Explore, Insights) | ✓ Built into the platform | — |
| Workflow approvals & task dependencies | ✓ Built-in | Limited — basic dependencies |
| Profitability tracking by client and engagement | ✓ Real-time, surface-first | — |
| Time tracking tied to tasks & billing | ✓ Automated | ✓ Available |
| Native invoicing | ✓ Built-in, QuickBooks integration | — |
| Integrations: Gmail, Outlook, QuickBooks, Slack, Xero, Zapier | ✓ All six | Most — QuickBooks, Outlook, Zapier |
| Modern platform with active product development | ✓ Continuously evolving, embedded AI | Established — slower release cadence |
| Built by a firm owner | ✓ Jeanne Hardy, 20 years running Creative Business | — |
Comparison reflects publicly available product information as of May 2026. See aeroworkflow.com for Aero's latest feature set.
Jeanne Hardy ran Creative Business — a CAS and accounting firm — for 20 years. During 40% year-over-year growth, the firm kept falling apart at the edges. No visibility. Disjointed tools. No way to see the whole firm at once.
She tried every tool on the market. None of them solved the actual problem. So she partnered with software developers to build what she actually needed.
The first time her team used Levvy, one of them said: "My whole brain is on the page."
That's the difference. Levvy doesn't make you drill down. It surfaces what you need to know, where you are, right now.
Why do we always have to drill down?— Jeanne Hardy, Founder of Levvy
Real-time capacity tracking by employee and client. Cost per hour at a glance. Stop guessing at hiring, stop overcommitting your team, and stop discovering burnout in the exit interview.
Smart Assist builds client profiles and workflows from a sentence. Explore finds anything in plain English. Insights tells you where to allocate resources and where you're losing money. Embedded — not a separate add-on.
Cost per hour by employee. Cost per hour by client. Profitability by engagement. Reports that actually inform pricing and hiring — not just dashboards that look pretty.
Most firms on Aero Workflow have the recurring-task engine running smoothly. The question they keep hitting is everything around it: who's at capacity, which clients are profitable, how to bill, where to look when something slips.
Levvy keeps the workflow simplicity Aero firms expect — and adds what was always missing. Real capacity. Real profitability. Embedded AI. Native invoicing. All in one place. All on day one.
You don't have to re-learn how to run your firm. You just stop running half of it in spreadsheets.
A real human walks your team through Levvy. Workflows imported, clients loaded, integrations connected.
Whole-team training so adoption sticks. Included on the Whole Firm plan.
Move client lists, workflow templates, and historical data from Aero Workflow. We handle the heavy lifting — your team keeps the workflows they already trust.
The aha for me was the capacity & budgeting tracking — being able to see cost per hour by employee, cost per hour by customer, see at a glance who was at capacity.
This is the chaos reducer. We're not just throwing more people at problems — we're setting up the system that lets us grow well.
My capacity has been freed up, I think 50% or more.
Levvy isn't just project management. It's people management. That's the difference.
Personalized onboarding (included on Whole Firm and Enterprise plans) covers data import, workflow setup, and integrations. We move client lists, workflow templates, and historical data over for you. Most firms are fully operational in under two weeks.
No. Your team already knows how to run recurring workflows in Aero. Levvy keeps that same mental model — task queues, due dates, status — and adds capacity, profitability, and AI on top of it. Nobody has to re-learn how to do their job.
Aero doesn't have AI. Levvy AI is embedded across the platform at no extra cost: Smart Assist builds workflows and client profiles from a sentence, Explore lets you search in natural language, and Insights surfaces resource and profitability decisions where you already work.
Yes — both, natively. Plus Gmail, Outlook, Slack, and Zapier. Levvy also does native invoicing, which Aero doesn't.
Levvy's per-seat price is higher than Aero's, but it includes embedded AI, native invoicing, capacity management, and profitability reporting — capabilities most Aero firms supplement with separate tools. Most firms come out ahead on total tool spend. See the Levvy pricing page for current rates.
Annual and monthly billing are both available. We don't lock you in — your data is yours.
Ready to see what your firm looks like when everything's in one place? Book a 30-minute demo with the Levvy team.