Levvy Connects Its AI Platform With Claude and ChatGPT for Accounting Firms

Levvy’s new connection to Claude and ChatGPT puts parts of its practice management platform within AI assistants accounting teams already use. The change could make it easier to turn client requests into tracked work, while leaving creation of new items subject to user approval.

The Brooklyn-based software company announced the capabilities on Nov. 3. Levvy AI now operates inside the Levvy platform and through Claude and ChatGPT, giving accounting and client advisory services teams another way to access work management tools. Levvy says the connection follows each user’s role permissions. The assistant must ask for approval before creating anything and cannot edit or delete existing tasks or workflows.

Turning client requests into tracked work

The product’s intended value is to capture work that can otherwise slip outside a firm’s normal service plans. Levvy founder Jeanne Hardy said inbound requests and ad hoc work account for “25-30% on top of the regularly scheduled scoped services.” She said much of that work can form the basis of advisory services, but firms need a way to record and schedule it promptly.

Hardy still runs her accounting firm, Creative Business Inc., on Levvy. Her account of the problem points to a familiar operating tension: additional client work may create opportunities for advisory revenue, but untracked requests can consume staff time without a clear record of the effort. Capturing and assigning that work can help firms assess what they are doing for clients and whether the work fits the service arrangement.

That distinction matters for profitability. A firm may have a full workload while still losing margin to repeated data entry, follow-ups that never become assigned tasks, or projects that take more effort than expected. Levvy’s pitch is that automation and workflow visibility can help owners see those costs and make better-informed decisions about capacity and client service.

Where Levvy AI fits into daily operations

Levvy describes four areas where its AI features can reduce administrative work. Its AP Agent can take vendor invoices from a client’s inbox and turn them into bills in QuickBooks Online. Bookkeepers can then review and approve the entries instead of typing invoice details themselves. The stated workflow keeps a human review step in place before the bills are approved.

A meeting note taker is designed to convert client calls into tasks and workflows. The practical benefit depends on whether the notes identify the request clearly and whether the resulting task is assigned and followed through. Turning conversations into structured work can give teams a more consistent record of client needs, though the announcement does not describe how the system handles unclear requests or errors in call notes.

For setup, a firm can paste an existing checklist for Levvy to rebuild as a workflow, or describe a client task in a sentence. That could shorten the time needed to configure routine processes. The firm would still need to check that the resulting steps match its own service requirements and team responsibilities.

Levvy also offers AI Insights for questions about client projects and team performance. The company says the feature can flag patterns that standard reports may miss, and that owners can use it alongside Levvy’s capacity and profitability views to assess client work. Those tools may help surface questions for closer review; the announcement does not provide performance data showing how accurately the system identifies patterns or quantifies profitability.

Controls, pricing and questions for firms

Levvy says the Claude and ChatGPT connection is limited by each user’s role and requires approval before creating new items. The assistant cannot alter or remove existing tasks or workflows, according to the company. Levvy also says it is SOC 2 compliant. These details describe the controls Levvy has put around access and changes, while firms considering the workflow will still need to decide how it fits their own review practices.

The AI features and assistant connection are included in every Levvy plan at no additional cost. The company is offering a 14-day free trial without requiring a credit card. Further details are available on Levvy’s AI page.

The test for firms will be whether the tools capture work reliably enough to improve visibility without adding a new layer of checking. For practices pursuing advisory work, the most relevant measure is not simply how many tasks AI can create, but whether client requests are recorded, assigned, reviewed and reflected in the firm’s view of time and profitability.