Here's the lowdown
Levvy says unplanned client requests can add 25% to 30% on top of a firm's scheduled work, so its new tools aim to capture that work instead of letting it disappear into inboxes.
New connectors let firms reach Levvy through Claude and ChatGPT, while an AP Agent can turn vendor invoices into draft bills in QuickBooks Online.
The assistant follows each user's role, asks for approval before creating items, and cannot edit or delete existing workflows or tasks.
The most expensive work in an accounting firm may be the work nobody planned.
Levvy founder Jeanne Hardy says inbound client requests and other ad hoc jobs can add 25% to 30% on top of scheduled services. That is a quarter more work arriving through calls, emails, and quick favors, often without a clean place in the budget.
Levvy is betting that an AI assistant can catch that work before it vanishes. The practice management company added new automation tools plus connectors for Claude and ChatGPT.
The interesting part is not that accountants can chat with software. It is what the chat can touch, and what it is not allowed to do.
The inbox becomes a work queue
Levvy's AP Agent reads vendor invoices from a client's inbox and turns them into bills in QuickBooks Online. A bookkeeper reviews the details and approves the transaction instead of typing every field by hand.
The platform also turns client calls into notes and follow-up tasks. Owners can ask plain-English questions about projects, capacity, or performance.
Levvy's product site describes the same basic idea: use firm data to build workflows, answer operational questions, and spot profitability or staffing problems.
The AI is converting messy inputs into work that can be assigned, measured, and billed.
MCP is the bridge
The new connectors use Model Context Protocol, usually called MCP. Think of it as a controlled bridge between an AI assistant and the tools where a firm keeps its work.
A user can stay inside Claude or ChatGPT and ask for information from Levvy. The assistant can also help create a client task or build a workflow from an existing checklist.
Levvy says the connectors are available on every plan at no added cost. That removes one adoption hurdle, but it also makes the control design more important. A cheap connector can spread quickly across a firm.
The value comes from context. A connected assistant may know which client is late, who has room this week, and which checklist the firm approved.
That is also where the risk begins.
The guardrails matter more than the prompt
Levvy says the assistant can reach only what the signed-in user's role already allows. It asks for approval before creating anything, and it cannot edit or delete existing workflows or tasks.
Those limits matter because accounting systems contain client names, deadlines, documents, billing data, and internal notes.
Role limits reduce that blast radius. Approval steps give a human one more chance to catch the wrong client, amount, due date, or workflow.
Firms still need to test the edges. What happens when the same invoice arrives twice? Can the assistant explain which source it used? Does an approval log show who accepted a task? Can a manager see when a prompt tried to reach restricted data?
SOC 2 compliance is useful, but firms remain responsible for access design, client confidentiality, and review.
Better capture could change pricing
The 25% to 30% ad hoc estimate points to a money problem, not just an efficiency problem.
If extra requests never enter the workflow, they are hard to price. A team can look busy while client margins quietly shrink. Partners may assume they need another hire when the real issue is untracked work and uneven capacity.
Capturing each request shows which clients cause the most interruptions and whether the engagement fee still makes sense.
At renewal time, the firm can show the cost of work outside the original scope.
Levvy's connectors make the front door easier. The test is whether firms keep the locks, approvals, and review process stronger than the convenience.
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