Pixie CRM module
Accounting & Bookkeeping Software.
Accounting & Bookkeeping Software for connected ledgers, banking and financial reports. Try Pixie CRM free for 14 days. No billing details required.
Discuss this module- 01Customer context
- 02Team action
- 03Result checked
Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.
Keep the books connected to the business.
Bring the records, people and next actions together in a connected CRM workflow.
Trace customer, supplier and banking activity into double-entry records.
Make accounting & bookkeeping part of a joined-up CRM workflow
Run double-entry bookkeeping, banking, reconciliation, bills, checks, budgets, approvals and financial reports.
The strongest reason to introduce Accounting & Bookkeeping is not the number of screens it adds. It is the opportunity to make related decisions, records and responsibilities easier to follow. For finance leaders, bookkeepers and authorised operational staff who need CRM activity to reconcile with controlled financial records, the module connects customer, supplier, banking and ledger activity so finance teams can trace operational events into balanced accounting evidence.
Features and benefits of the Accounting & Bookkeeping module
Switch between documented features and the operational benefits they can support. Each feature route opens a current guide in the Pixie CRM Help Centre.
Understand the complete Pixie CRM Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.
Choose the right scope for your team
We'll confirm the module, related services, user roles and any setup work in your Pixie CRM proposal. Some workflows depend on third-party accounts, permissions or usage charges. Tell us what you need to achieve so these details are clear before activation.
Put it into practice with Pixie CRM
Explore the tasks behind Accounting & Bookkeeping Software.. Check the guide against your enabled modules and role, then confirm the result in your workspace.