Ignition handles proposals, engagement letters, and recurring billing. Levvy handles everything that happens between — workflows, capacity, profitability, and embedded AI. Different tools, different jobs, both built for accounting and CAS firms.
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.
Ignition signs the engagement and sends the invoice. Levvy runs everything in between — workflows, capacity, profitability, team coordination, 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 where the two tools overlap, where they don't, and why most firms running Ignition end up running Levvy too.
| Feature | Levvy | Ignition |
|---|---|---|
| Proposals & engagement letters | — | ✓ Ignition's core |
| Client signup with KBA verification | — | ✓ Native |
| Recurring billing & ACH payments | ✓ Via QuickBooks integration | ✓ Native, deep automation |
| Workflow automation with accounting templates | ✓ Full library + custom builder + dependencies | Limited — basic workspaces |
| Capacity management (cost per hour by employee + client) | ✓ Real-time, surface-first | — |
| Embedded AI (Smart Assist, Explore, Insights) | ✓ Built into the platform | — |
| Profitability tracking by client and engagement | ✓ Real-time, surface-first | Limited — revenue per client |
| Time tracking tied to tasks & billing | ✓ Automated | — |
| Internal team workflow visibility | ✓ Core product | — Not Ignition's job |
| Integrations: Gmail, Outlook, QuickBooks, Slack, Xero, Zapier | ✓ All six | QuickBooks, Xero, Zapier |
| Built by a firm owner | ✓ Jeanne Hardy, 20 years running Creative Business | — |
Comparison reflects publicly available product information as of May 2026. See ignitionapp.com for Ignition'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 running Ignition need a second tool for everything that happens between signing the engagement letter and sending the next invoice — workflow tracking, team capacity, profitability by client, time, document management, internal team coordination.
That second tool is what Levvy is for. Ignition signs and bills the work. Levvy runs the work. Together they cover the firm end-to-end without the spreadsheets most firms use to bridge the gap.
You don't have to switch off Ignition. You just stop running the rest of the firm in spreadsheets, Slack threads, and someone's head.
Stay on Ignition for proposals, engagement letters, client signup, and recurring billing. That's what it's best at.
Levvy runs the firm: workflows, capacity, time, profitability, document management, and embedded AI — everything that happens after the engagement is signed.
Client data flows between Ignition and Levvy through QuickBooks, Xero, and Zapier. No double-entry, no reconciling.
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.
No. Most firms keep Ignition for proposals, engagement letters, and recurring billing — that's what it's built for. Levvy runs the practice management layer that Ignition isn't designed to handle: workflows, capacity, time, profitability, document management, embedded AI.
Through your existing accounting integrations — QuickBooks, Xero, and Zapier. Client data and billing flow stays in sync without double-entry. We'll walk through your specific setup in the demo.
Ignition's workspaces handle basic task tracking tied to billing. Levvy is a full practice management platform: workflow automation with accounting-specific templates, capacity tracking with cost per hour by employee and client, profitability by engagement, embedded AI, document management, and team coordination. Different scope, different depth.
Levvy AI is embedded across the platform at no extra cost. Smart Assist builds workflows from a sentence, Explore searches in natural language, and Insights surfaces resource and profitability decisions. Ignition doesn't have an equivalent — that's part of why firms add Levvy.
Yes — natively, via QuickBooks integration. If you're using Ignition for engagement-based recurring billing and Levvy for ad-hoc and time-based invoicing, the two work fine in parallel.
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.
Ready to see what your firm looks like when everything's in one place? Book a 30-minute demo with the Levvy team.