Levvy gives accounting and CAS firms one place to see capacity, run workflows, and grow profitably — focused on the features your team uses every day, not the long tail you'll never touch.
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.
All-in-one tools tend to grade themselves on feature count. Levvy grades itself on what your team actually does every day — capacity, workflows, profitability, AI.
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.
Here's how Levvy and Firm360 compare across the features that matter most for accounting and CAS firms.
| Feature | Levvy | Firm360 |
|---|---|---|
| Workflow automation with accounting templates | ✓ Full library + custom builder + dependencies | ✓ Available across modules |
| Capacity management (cost per hour by employee + client) | ✓ Real-time, surface-first | Limited — workload tracking, not cost-per-hour |
| Embedded AI (Smart Assist, Explore, Insights) | ✓ Built into the platform at no extra cost | — |
| Surface-first dashboards (no drill-down required) | ✓ Core product philosophy | Drill-down required |
| Workflow approvals & task dependencies | ✓ Built-in | ✓ Built-in |
| Profitability tracking by client and engagement | ✓ Real-time, surface-first | ✓ Available via reports |
| Time tracking tied to tasks & billing | ✓ Automated | ✓ Available |
| Native invoicing & QuickBooks integration | ✓ Built-in | ✓ Available |
| Client portal & document management | ✓ Built-in | ✓ Built-in |
| Time to deploy | ✓ Days — personalized onboarding | Weeks — module-by-module setup |
| Built by a firm owner | ✓ Jeanne Hardy, 20 years running Creative Business | — |
Comparison reflects publicly available product information as of May 2026. See firm360.com for Firm360'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.
Firms looking at the Firm360 alternative usually bought into the all-in-one story and discovered the same thing most all-in-ones deliver: 100 features, 30 of which their team actually uses, and a setup runway that ate weeks of partner time.
Levvy is built around the features that actually run a CAS firm. Capacity, workflows, time, billing, profitability, and embedded AI — in a tool your team can use on day one instead of touring for a quarter.
You don't have to wonder which modules you'll get to. The firm shows up on the dashboard from the first login.
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 Firm360. We handle the heavy lifting — no module-by-module setup runway.
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.
If your team uses every Firm360 module heavily, maybe. Most firms find they actively use a small subset — workflows, time, billing, capacity, client management — and Levvy covers those plus embedded AI and surface-first dashboards that Firm360 doesn't. The audit your team does before the demo usually answers this question fast.
Levvy AI is embedded across the platform at no extra cost: Smart Assist builds workflows by conversation, Explore lets you search in natural language, and Insights surfaces resource and profitability decisions. Firm360's AI is more limited.
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). All plans include Levvy AI. 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.