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 (excl VAT)
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 (excl VAT)
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 (excl VAT)
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.
Arrange an implementation call with us here. Implementation is free and no commitment is required.
Create an account with Zapier if you do not have one already. The Xama connection with Pixie requires at least the Starter Plan from Zapier, but they offer a free trial which will allow you to trial the integration before committing to any Zapier subscription.
On the implementation call we will arrange Xama's temporary access to your Zapier and Pixie account. We will then go ahead and implement the Xama solution within Pixie using Zapier.
Have a final go-live meeting where we will hand over the functionality to you and explain how best to use Xama onboarding in detail.