Levvy Launches AI Capabilities to Automate Accounting Workflows and Identify Advisory Revenue
Levvy, a practice management software provider for accounting and Client Advisory Services (CAS) firms, has announced the launch of Levvy AI. The new features aim to recover lost margins by automating manual tasks such as vendor invoice entry into QuickBooks Online and converting client call notes into actionable workflows. The update includes integrations with Claude and ChatGPT, allowing firm teams to manage work through existing AI assistants. By identifying unbilled ad hoc requests—which founder Jeanne Hardy estimates can account for 25-30% of total workload—the platform enables firms to transition more capacity toward high-margin advisory services without increasing administrative overhead.