Levvy gives accounting and CAS firms one place to see capacity, run workflows, and grow profitably — with the workflow basics covered, plus the surface-first dashboards and embedded AI that change what you can see without drilling for it.
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.
Mango shows you the data when you ask. Levvy surfaces it where you already work — capacity, profitability, and what's blocking your team, on day one.
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 Mango compare across the features that matter most for accounting and CAS firms.
| Feature | Levvy | Mango Practice |
|---|---|---|
| Workflow automation with accounting templates | ✓ Full library + custom builder + dependencies | ✓ Templates + builder |
| Capacity management (cost per hour by employee + client) | ✓ Real-time, surface-first | Limited — workload view, 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 | ✓ Built-in | ✓ Available |
| Integrations: Gmail, Outlook, QuickBooks, Slack, Xero, Zapier | ✓ All six | Most |
| Built by a firm owner | ✓ Jeanne Hardy, 20 years running Creative Business | Built for accounting |
Comparison reflects publicly available product information as of May 2026. See mangopractice.com for Mango'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 Mango Practice alternative usually have the basics covered — workflows, time, billing — and still feel like they can't see the firm. They're drilling through views to answer simple questions: who's at capacity, which clients are profitable, what's about to slip.
Levvy puts those answers on the surface. Real-time capacity by employee and client. Profitability at a glance. Embedded AI that builds workflows and surfaces decisions where you already work.
You don't have to start over. You just stop running the firm by clicking through it.
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 Mango Practice. 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. We move client lists, workflow templates, and historical data over for you. Most firms are fully operational in under two weeks.
Two things. First, surface-first design: capacity, profitability, and what's blocking your team show up on the dashboard you already look at, not three clicks deep. Second, embedded AI: Smart Assist builds workflows from a sentence, Explore searches in natural language, Insights surfaces resource and profitability decisions — all included, not a separate add-on.
Levvy AI is embedded across the platform at no extra cost. Mango's AI features are more limited and more recent. If embedded AI is part of how you want your firm to work, that's a clear difference.
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.