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 in the browser

Pull borrower financials from document portals into spreading spreadsheets via a browser sidebar, reducing manual entry errors and saving hours per analysis

Surface prior credit analyses and historical financials in an overlay while reviewing new applications in the loan origination system

Pull CRM account details into credit memo templates with one click, pre-filling borrower information without switching tabs

Auto-populate management reports by extracting portfolio metrics from risk dashboards without manual copy-paste

AI Copilot in the sidebar can summarize financial statements, calculate key ratios, or draft credit memo sections from the current page

Build reusable credit analysis workflows your team can share without coding or waiting for IT to customize the origination system

Frustrations that cost your team hours every week

Manually extracting borrower financials from browser-based document portals and re-entering them into spreading spreadsheets, with error rates of 8-15%
Toggling between credit bureau portals, loan origination systems, and financial models to assemble a complete borrower profile across multiple browser tabs
No quick way to pull borrower account details from the CRM into the credit memo template without switching tabs and copying fields by hand
Cross-referencing financial ratios in the spreading model against covenant requirements in the loan document requires flipping between browser tabs
Copying credit decision notes, risk ratings, and conditions from the underwriting system into the loan origination workflow involves manual re-entry
No way to surface prior credit analyses or historical financials from the document repository while reviewing a new application in the origination system
Pulling portfolio metrics from the risk dashboard into management reports requires opening each system and manually copying summary data

Chat with AI to create your first custom workflow

Pull the key financial figures from this document portal page and format them for my spreading spreadsheet

Extract Financials

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Find the prior credit analysis for this borrower in my document repository and display the summary in the sidebar

Surface Prior Analysis

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Based on the financial data and borrower details on this page, draft the key sections of a credit memo

Draft Credit Memo

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Look up this borrower in my CRM and display the relationship history and deal details in the sidebar

Pull Account Context

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Extract the portfolio metrics from this risk dashboard and format them as a summary table for management

Portfolio Summary

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Compare the financial ratios on this page against the covenant requirements in the loan agreement

Check Covenant Compliance

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Frequently Asked Questions

Who is PixieBrix for?

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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What is PixieBrix?

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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How does PixieBrix work?

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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"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

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Chat with AI to create your first custom workflow

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