Levvy integrates Claude and ChatGPT into accounting software

Bridging AI and accounting

Levvy, a practice management software provider based in Brooklyn, NY, recently announced new AI capabilities designed for accounting and client advisory services. The company is introducing a direct connection to two of the most popular AI assistants, Claude and ChatGPT. This means teams can manage their daily operations through the AI interfaces they already use while staying synced with their core software.

The goal of this integration is to help accounting firms address specific areas where they often lose profit margins. Levvy identifies these areas as manual data entry, untracked follow-ups, and clients who ultimately cost more to serve than they pay. By connecting these AI models to their platform, Levvy hopes to provide a more streamlined way to handle the administrative side of the business.

According to the company, these new capabilities are included in every Levvy plan at no additional cost. The software is also SOC 2 compliant, which is a standard for managing customer data. Firms can test the software for 14 days for free to see how the AI handles their specific workflows and client requests.

Capturing hidden work

One of the primary challenges for accounting firms is managing inbound client requests and ad hoc work. Levvy notes that this type of work often sits 25-30% on top of the regularly scheduled services that a firm is paid to perform. Because this work is often unplanned, it can become the foundation of advisory services but is difficult to track and schedule cleanly.

By using the new AI connection, firms can capture this inbound work more effectively. Jeanne Hardy, the founder of Levvy, explained that being able to schedule this work quickly allows a firm to take on more advisory projects without reducing profits. She noted that this prevents teams from getting buried in unpaid projects that aren't properly accounted for in the firm's billing.

The integration is designed to keep the firm's profitability in the hands of the owners. By making it easier to see and schedule every task, the software helps ensure that every minute spent on a client is visible. This visibility is crucial for maintaining a healthy margin when dealing with complex client needs that fall outside of a standard scope of work.

Automating the workflow

The Levvy AI suite includes several specific tools to reduce manual labor for bookkeepers and managers. For example, the AP Agent can take vendor invoices from a client's inbox and turn them into bills in QuickBooks Online. This allows bookkeepers to simply review and approve the entries rather than typing out the information manually from scratch.

Another tool is the AI note taker, which converts client calls into specific tasks and workflows. This ensures that requests made during a conversation are assigned to the right team members immediately. Additionally, firms can paste an existing checklist into the platform and have the AI rebuild it as a Levvy workflow, or they can add a new client task using just a single sentence.

These tools are designed to give time back to the staff by removing repetitive administrative hurdles. By automating the transition from a conversation or an email to a structured task, the software reduces the chance of missed follow-ups. It allows the team to focus on high-value advisory work rather than the manual upkeep of the practice.

Insights and oversight

Beyond just automating tasks, Levvy AI provides owners with a clearer view of their firm's overall profitability. Owners can ask plain-English questions about team performance or specific client projects to get immediate answers. The AI Insights feature is also designed to flag patterns that standard reports might miss, helping managers spot issues before they become problems.

This data is paired with Levvy's capacity and profitability views to help owners see which clients are actually worth their time. By analyzing these patterns, firm owners can make informed decisions about which clients to keep and which might be draining resources. It moves the management style from reactive to proactive by highlighting the cost of service in real-time.

The company emphasizes that managers stay in control of the AI throughout this process. The connection only reaches what each user's specific role allows and requires approval before the AI creates anything new. Furthermore, the AI is restricted from editing or deleting any existing workflows or tasks, ensuring that the firm's core data remains secure and accurate.

The future of advisory

The launch of these tools signals a shift toward more automated practice management in the accounting industry. As firms move toward more advisory-heavy models, the ability to manage 'living in the moment' with clients becomes essential. Levvy's goal is to provide the infrastructure that allows firms to do this without being buried in the administrative weight of the business.

By integrating with Claude and ChatGPT, Levvy is meeting accountants where they already are. Instead of forcing users to learn a completely new interface for AI, they can use the tools they are already familiar with to interact with their practice management software. This lowers the barrier to entry for adopting AI in a professional services environment.

Moving forward, the success of these tools will depend on how well they can capture the nuances of ad hoc client work. If firms can successfully turn these interactions into billable, tracked tasks, it could change the profit margins of small to mid-sized accounting practices. The focus remains on putting profitability back into the hands of the firm owners by making every task visible.