Automate browser workflows for financial analysts
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
AI Automation
SOC 2 & GDPR compliant
Free for individuals. No CC required.
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 ERP balances, CRM account details, and BI metrics into one browser sidebar without switching tabs
Clip key figures from any web-based report or dashboard directly into your spreadsheet or presentation with one click
Surface customer or vendor context from your CRM directly inside your ERP or invoicing tool for faster approvals
Auto-generate recurring financial summaries by pulling data from dashboards and reporting tools each period
AI Copilot in the sidebar can summarize financial reports, flag variances, or draft commentary from the current page
Build reusable data-gathering workflows your finance team can share without writing code or waiting for IT
Integrate with 3000+ apps
Frustrations that cost your team hours every week
  • Constant tab switching between ERP, spreadsheets, CRM, and reporting tools to consolidate data for variance analysis and forecasting
  • Manually copy-pasting figures from browser-based ERP modules into spreadsheets for monthly close and financial reporting
  • No quick way to pull account context from a CRM while reviewing budget requests or vendor invoices in another browser tab
  • Repetitive data gathering across multiple web apps to assemble weekly and monthly financial dashboards
  • Extracting key figures from browser-based BI dashboards into spreadsheets or slide decks requires screenshots and manual reformatting
  • Reconciliation workflows that require opening the same set of web-based systems side by side every period to cross-reference balances
  • No way to surface approval status or audit trail context from one finance system while working in another

Chat with AI to create your first custom workflow

Summarize the key variances on this financial dashboard and draft commentary for the monthly business review
Look up this vendor in my CRM and add the account details as context to the invoice I am reviewing
Extract the revenue figures from this BI dashboard and format them as a table I can paste into my spreadsheet
List the reconciliation items still open in my ERP and format them as a status checklist for the close meeting
Compare the budget line items on this page against last month's actuals and highlight variances above 5 percent
Summarize the key metrics from this quarterly report page and format them as bullet points for my executive summary

Watch PixieBrix in action

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.

2026 PixieBrix, Inc.