Log Pro Ledger expenses from any page without retyping
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Top reasons to automate Pro Ledger in the browser
Clip income or expense details from any webpage (bank portals, vendor sites, e-commerce receipts) and log them into Pro Ledger in one click without switching tabs
Pre-fill recurring entry templates (category, tax rate, account) for common vendors so repetitive bookkeeping takes seconds instead of minutes
Embed a Pro Ledger entry panel directly alongside any webpage, so users can log transactions while staying on the source document
Pull client details (name, project reference, amount) from a CRM or project management tool into a Pro Ledger income entry without leaving either app
AI Copilot in the sidebar can extract transaction data from an open invoice or receipt page and suggest the correct category and tax treatment
Unlike Zapier-based automation, PixieBrix operates in the browser where the work happens, so users see the source data and the entry form side by side, reducing errors
Integrate Pro Ledger with 3000+ apps
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Pro Ledger frustrations that cost your team hours every week
  • Manually copying transaction details (amounts, dates, descriptions) from bank portals, invoices, or email into Pro Ledger — a tedious, error-prone process for sole proprietors who log entries throughout the day
  • Context switching between Pro Ledger and external sources (client emails, bank statements, invoice PDFs open in other tabs) to gather the data needed to log a single entry
  • No native way to capture expense or income data directly from a webpage (e-commerce receipts, vendor portals, client portals) into Pro Ledger without leaving the source page
  • Repetitive manual categorization — users must re-select the same expense category, GST/HST rate, and account every time they log a recurring vendor
  • No in-browser shortcut or overlay to trigger a new Pro Ledger entry while reviewing a bill or receipt in another tab — requires opening Pro Ledger separately each time
  • Pulling client or project context (name, reference number, address) from a CRM or project tool into a Pro Ledger income entry requires switching apps and copy-pasting

Chat with AI to create your first custom workflow

Extract the vendor name, date, and total amount from this page and format it as a Pro Ledger expense entry with the appropriate expense category
Log Expense
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Based on this receipt or invoice, suggest the correct Pro Ledger expense category and whether GST/HST input tax credit applies
Categorize Receipt
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Pull the client name, invoice number, and amount due from this page and create a Pro Ledger income entry
Log Invoice Payment
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List all transactions visible on this bank statement page with date, description, and amount so I can batch-enter them into Pro Ledger
Summarize Receipts
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I'm on a client portal page — extract the client name and project details and pre-fill a Pro Ledger income entry for me
Match to Client
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Review the expenses shown on this page and flag any that may qualify as a business deduction I should record in Pro Ledger
Tax Line Check
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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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