Levvy AI Helps Accounting Firms Find Hidden Hours and Turn Them Into Advisory Revenue

With AI in its platform and a new connection to Claude and ChatGPT, Levvy shows firm owners where their time and margin go and gives them hours back every week.

BROOKLYN, N.Y., Nov. 3, 2026 /PRNewswire/ -- Accounting firms lose margin in places that are hard to see including hours spent on manual entry, follow-ups that never get tracked, and clients who cost more to serve than they pay.

Levvy, the practice management software for accounting and CAS firms, today announced new Levvy AI capabilities built to find those hours and give them back.

"What we find is inbound client requests and ad hoc work are 25-30% on top of the regularly scheduled scoped services. Much of that is the foundation of advisory services. Being able to capture that inbound work and schedule it quickly and cleanly can enable a firm to take on more advisory without reducing profits and keeping their teams from getting buried in unpaid projects." said Jeanne Hardy, founder of Levvy, who still runs her own accounting firm on the platform.

Levvy AI now runs in two places. Inside the Levvy platform, it handles the jobs described below. Through a new connection to Claude and ChatGPT, firm teams can also manage their work from the AI assistants they already use.

Where firms get time back with Levvy AI

Less manual entry. The AP Agent turns vendor invoices from a client's inbox into bills in QuickBooks Online, so bookkeepers review and approve instead of typing.

Fewer missed follow-ups. The AI note taker turns client calls into tasks and workflows, so requests get assigned right away.

Faster setup. Firms can paste in an existing checklist and have it rebuilt as a Levvy workflow, or add a client task with a single sentence.

A clearer view of profitability. Owners can ask plain-English questions about client projects and team performance, and AI Insights flags patterns that standard reports miss. Paired with Levvy's capacity and profitability views, owners can see which clients are worth their time.

"Advisory is living in the moment with your clients, and you can't do that when your team is buried in admin," Hardy said. "This is all about putting your firm's profitability in your hands."

Ultimately, the tool managers stay in control. The AI assistant connection only reaches what each user's role allows, asks for approval before creating anything, and can't edit or delete existing workflows or tasks. Levvy is SOC 2 compliant.

Availability
Levvy AI and the Claude and ChatGPT connection are included on every Levvy plan at no extra cost. Firms can try Levvy free for 14 days, with no credit card required, at levvy.com/solutions/ai.

About Levvy
Levvy is practice management software for accounting firms. It was founded by Jeanne Hardy, who has run the accounting and advisory firm Creative Business Inc. since 2005 and still runs it on Levvy. Firms in 18 countries use Levvy, and G2 users have named it Best Support and High Performer in accounting practice management every quarter since Fall 2025. Plans start at $59 per user per month, billed annually. Learn more at levvy.com.

Media contact
Jeanne Hardy, Founder, Levvy, [email protected]

SOURCE Levvy