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 position data, pricing feeds, and custodian records into one browser sidebar without switching tabs

Create journal entries or reconciliation items from any custodian statement page with pre-filled details in one click

Surface prior-day NAV and historical pricing from your accounting system directly inside custodian and pricing portals

Auto-generate daily NAV checklists by pulling data from fund platforms, pricing services, and custodian portals

AI Copilot in the sidebar can summarize position breaks, draft reconciliation notes, or extract trade details from the current page

Build reusable fund accounting workflows your team can share without writing code or waiting for IT

Frustrations that cost your team hours every week

Constant tab switching between fund accounting platforms, custodian portals, pricing services, and spreadsheets to calculate and verify NAV
Manually copying trade confirmations and settlement details from custodian portals into fund accounting systems and reconciliation spreadsheets
No quick way to create a journal entry or reconciliation item from a custodian statement page or broker confirmation
Pulling pricing data from market data services into NAV calculation spreadsheets requires manual lookup and reformatting across browser tabs
Repetitive daily NAV processes that involve cross-referencing positions, corporate actions, and pricing data across multiple web-based systems
No way to surface prior-day NAV or historical pricing when reviewing current positions in the fund accounting platform
Copying investor capital activity details from transfer agent portals into fund ledgers one transaction at a time

Chat with AI to create your first custom workflow

Extract the trade details from this custodian confirmation page and create a journal entry in my fund accounting tool

Create Journal Entry

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Summarize the position breaks on this page and draft a reconciliation note with proposed resolution steps

Draft Reconciliation Note

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Extract the closing prices from this market data page and format them for my NAV calculation spreadsheet

Pull Pricing Data

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Extract the subscription and redemption details from this transfer agent page and add them to my fund ledger

Log Capital Activity

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Summarize the outstanding items from my daily NAV process tracker and flag any that are past the cutoff time

Prep NAV Checklist

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Look up yesterday's NAV and share class breakdowns for this fund and display them alongside today's calculation

Surface Prior-Day NAV

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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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