Levvy gives accounting and CAS firms one place to see capacity, run workflows, and grow profitably — without drilling down through five different tools to get there.
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.
Replace your project tracker, capacity spreadsheet, time tracker, and follow-up chaser with one purpose-built platform.
Built by a firm owner who ran 40% growth years. Every workflow assumes you're running a CAS practice — not a generic project.
Both tools handle the basics. Here's where Levvy goes further — especially when your firm starts to scale.
| Feature | Levvy | Financial Cents |
|---|---|---|
| Workflow automation with accounting templates | ✓ Full library + custom builder + dependencies | ✓ Templates available |
| Capacity management (cost per hour by employee + client) | ✓ Real-time, surface-first | Limited — basic workload view |
| Embedded AI (Smart Assist, Explore, Insights) | ✓ Built into the platform | — |
| Workflow approvals & task dependencies | ✓ Built-in | Basic |
| Profitability tracking by client and engagement | ✓ Real-time reports | Reports available |
| Time tracking tied to tasks & billing | ✓ Automated | ✓ Available |
| Invoicing & QuickBooks integration | ✓ Native | ✓ Available |
| Integrations: Gmail, Outlook, QuickBooks, Slack, Xero, Zapier | ✓ All six | Most |
| Built specifically for accounting / CAS workflows | ✓ Purpose-built | ✓ Built for accounting |
| Built by a firm owner | ✓ Jeanne Hardy, 20 years running Creative Business | — |
Comparison reflects publicly available product information as of May 2026. See the Financial Cents site for their 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 looking at the Financial Cents alternative are doing it because they've outgrown the visibility their current setup gives them. They're stitching together spreadsheets for capacity, email for follow-ups, a separate tool for time, another for billing — and holding the whole thing together in their head.
Levvy collapses that stack into one. Capacity, workflows, time, billing, and reporting in a single view — built for the way an accounting firm actually runs.
What you get back is a firm you can see at a glance. No more chasing updates across tools. No more reconciling between systems. No more learning who's underwater from an exit interview.
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 Financial Cents. We handle the heavy lifting.
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. Most firms are fully operational in under two weeks.
Levvy's surface-first design means no drilling down. Your team sees their task queue, due dates, and what's blocking them — without app-switching. Live team training is included on the Whole Firm plan.
Levvy AI is embedded across the platform: Smart Assist builds workflows by conversation, Explore lets you search in natural language, and Insights surfaces resource and profitability decisions. It's not a bolt-on.
Yes — both, natively. Plus Gmail, Outlook, Slack, and Zapier.
Starter (all features, unlimited users / clients / workflows), Whole Firm (adds Slack and Zapier, personalized onboarding, live team training), and Enterprise (custom). 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.