Surface Rewiser financial insights in any browser tool
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
AI Automation
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Free for individuals. No CC required.
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Trusted by Individuals and Enterprises

"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 Rewiser in the browser
Surface Rewiser financial insights in a sidebar alongside any client-facing tool
One-click export of Rewiser KPIs into structured reports without copy-pasting
Pull financial data from Rewiser into CRM client records in the browser
AI sidebar can draft financial summaries from Rewiser data as context
Works as a browser extension connecting Rewiser to all your advisory tools
Unlike manual exports, PixieBrix delivers Rewiser data in real time where you work
Integrate Rewiser with 3000+ apps
Rewiser frustrations that cost your team hours every week
  • Manually copying financial insights from Rewiser into reports or management presentations
  • Switching between Rewiser and spreadsheets to analyze or act on data
  • No quick way to surface Rewiser KPIs alongside other business tools
  • Repetitive data entry when pushing Rewiser metrics into CRM or project tools
  • Advisors lack financial data context when having client calls in other tools
  • Limited browser-level automation for acting on Rewiser recommendations

Chat with AI to create your first custom workflow

Summarize the key financial metrics shown on this Rewiser page into a one-page executive summary
Convert the Rewiser data on this page into a structured monthly financial report for the client
Based on the Rewiser data for this account, draft a brief talking points summary for an upcoming client call
Review the financial data on this Rewiser page and flag any metrics that are significantly off target
Summarize the forecast data on this page and compare it to the prior period with a brief variance analysis
Extract the key Rewiser metrics for this client and add them as a note on their CRM account record

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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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