Post invoices to Clear Books from any web page
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Clear Books in the browser
Create Clear Books invoices from any external page in one click without manual data entry
Pull Clear Books client financial data into a sidebar while working in your CRM or proposals
Build in-browser automations connecting Clear Books to your full business toolstack
AI Copilot can summarize financial history and draft payment chaser emails from any view
Trigger invoice creation or payment reminders from within Clear Books without extra steps
Unlike Zapier, PixieBrix works live in the browser where accounting decisions happen
Integrate Clear Books with 3000+ apps
Clear Books frustrations that cost your team hours every week
  • Manually copying invoice and client data from external sources into Clear Books
  • Context switching between Clear Books and CRMs or project tools to access financial context
  • No quick in-browser trigger to create invoices or payments from external pages
  • Repetitive data entry logging expense receipts or transaction details into Clear Books
  • Difficult to pull Clear Books financial data into conversations or proposals in other tools
  • No in-browser shortcut to flag overdue invoices or trigger payment reminders
  • Manual effort compiling Clear Books financial reports for client or stakeholder briefings

Chat with AI to create your first custom workflow

Extract the project details from this page and create a draft invoice in Clear Books
Pull this client's payment history from Clear Books and summarize it for a follow-up call
Based on this overdue Clear Books invoice, draft a polite payment reminder email
Extract the expense details from this receipt image and log them in Clear Books
Convert the quote on this external page into a Clear Books invoice
Retrieve this client's outstanding balance from Clear Books to include in my proposal

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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