What is Pixie?
Pixie is one of the leading practice management solutions used by small accounting firms in the UK. It provides everything accountants need to manage clients, deadlines, workflow, email and their team in one easy-to-use app.
Pixie's commitment to combine great functionality with an easy implementation and a low cost fits perfectly with what Xama offers accountants. We are very excited to be a preferred partner to Pixie for streamlining compliance for their customers.
Xama compliance integration in Pixie
The integration between Xama and Pixie allows Pixie users to seamlessly automate identity document verification and AML checks straight from Pixie. What's more is that any Pixie user who integrates the Xama platform into Pixie will qualify for an automatic 20% discount on our usual rates. You will gain the following functions, available straight from a contact record within Pixie.
Full Compliance Journey
Send a request to your customer from where they can securely submit their home address and upload their identity documents. Xama will verify any documents that are submitted and extract relevant information for completing anti money laundering checks. When anti money laundering checks are completed, all the information you require for your records are automatically populated back onto the Pixie contact.
Total Cost: £3.60
Once Off AML Check
Rather than entering contact information into a third party portal, you can use the data stored on your Pixie contact to trigger an AML check. This option can be a great cost effective way to register your existing contacts on the Xama platform for automated future AML checks.
Total Cost: £1.60
Recurring AML compliance
When a contact is added to the Xama platform either through a full compliance journey or one off AML check you have the option to automate all future checks on this contact. Maintain up to date AML records and only get notified when an AML check fails to achieve a pass result.
Total Cost: £1.60
Getting Started with Pixie and Xama
It is simple, quick and free to get started:
To get Xama Onboarding implemented with Pixie is quick, completely free and we will support you every step of the way.
Implementation consists of the following steps, and you can get going straight away:
- Sign up for a free Xama account here.
- Once signed up, navigate to the Integrations page and select Connect Pixie from the Pixie (Direct Connection) listing.
- Connect your Google or Microsoft (Outlook/Office365) email account. See more information here on why we connect your email account.
- Connect Pixie and complete the connection wizard.
The below video describes in detail the steps which you can follow to set up the Pixie to Xama integration.