Levvy, the practice management platform for accounting and professional service firms, has launched Levvy AI, a fully integrated AI assistant designed to automate workflows, surface insights, and simplify data access within its digital workspace.
CEO Jeanne Hardy said Levvy AI was developed to align with the real-world needs of professionals, offering clarity and speed through natural language commands. The tool combines three features — Smart Assist, Explore, and Insights — to handle routine tasks, retrieve firm-wide data, and deliver performance metrics in real time.
Lee-Ling Yang, Head of Product, added that Levvy AI enhances visibility and decision-making across client work. The tool is now live for all users through Levvy’s platform.
