Pull Pennylane client data into your CRM in one click
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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 Pennylane in the browser
Clip client or supplier data from any webpage (CRM, email, vendor site) and push it directly into a Pennylane invoice or expense form with one click
Embed a Pennylane sidebar in your CRM or project tool so you can view account balances and invoice status without switching tabs
Automate the copy-paste loop: extract VAT numbers, addresses, or line-item details from any web page and pre-fill Pennylane fields automatically
Trigger "create invoice" or "log expense" Pennylane actions from whichever tool you're already working in, with no need to navigate to Pennylane first
Works as a browser extension layered on top of Pennylane, so no API development or Pennylane admin access is required
AI Copilot in the sidebar can draft invoice descriptions, categorize expenses, or summarize a client's financial history using on-page context
Integrate Pennylane with 3000+ apps
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Pennylane frustrations that cost your team hours every week
  • Constant context switching between Pennylane and CRM, project management, or e-commerce tools to gather client or transaction details
  • Copy-pasting client data (names, addresses, VAT numbers, invoice amounts) from other web apps into Pennylane when creating invoices or entries
  • Manual data entry when logging expenses captured on external pages — e.g., copying supplier info from a vendor website into a Pennylane expense record
  • No quick way to trigger a Pennylane action (create invoice, log expense) from another web app without leaving that context
  • Accountants switching tabs between Pennylane and client portals, email, or bank dashboards to reconcile transactions
  • Limited integration with niche or internal tools — teams forced to manually bridge data gaps that Pennylane's 60+ integrations don't cover
  • Repeated workflow: open Pennylane, open CRM in another tab, copy client details, paste into Pennylane invoice fields — no in-browser shortcut exists

Chat with AI to create your first custom workflow

Extract the client name, address, and VAT number from this page and pre-fill a new Pennylane invoice
Clip Client to Invoice
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Summarize this client's recent invoices, outstanding balance, and payment history visible on the current Pennylane page
Summarize Account
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Extract the supplier name, amount, and date from this vendor webpage and format it as a Pennylane expense entry
Log Expense from Web
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Based on the product or service description on this page, draft a line-item description and suggest a unit price for a Pennylane invoice
Draft Invoice Line Item
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I'm looking at a bank statement line — help me match it to an open Pennylane invoice by comparing amounts and client names
Reconcile Transaction
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Pull together the key financial details visible on this Pennylane client page and write a one-paragraph brief I can paste into an account review
Client Financial Brief
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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.

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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.

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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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