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 client financials from your accounting software into a sidebar while working in tax preparation software, eliminating tab switching

Clip figures from bank statements, brokerage reports, or client portals directly into tax workpaper fields with one click

Surface IRS guidance, tax code references, and prior year return data in context while preparing the current return

Auto-populate recurring workpaper templates by pulling data from accounting software and prior year files

AI Copilot in the sidebar can summarize client documents, flag missing items, or draft engagement notes from the current page

Build reusable data-entry workflows your team can share without writing code or waiting for IT

Frustrations that cost your team hours every week

Constant switching between tax preparation software, accounting platforms, and spreadsheets to cross-reference client financials during return preparation
Manually copying client data from portal uploads, bank statements, and prior year returns into tax software line by line
No quick way to pull relevant tax code guidance or IRS updates into the current return context without opening a separate research tab
Repetitive data entry when transferring adjusted trial balance figures from accounting software into tax workpapers and returns
Extracting figures from client-uploaded documents in one browser tab and re-keying them into forms in another tab introduces transcription errors
Gathering engagement status across multiple client portals requires opening each one separately with no consolidated view
Reconciling discrepancies between accounting software reports and tax return line items requires constant side-by-side tab comparison

Chat with AI to create your first custom workflow

Extract the adjusted trial balance from my accounting software and format it for my tax workpaper

Pull Trial Balance

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Review the client documents on this page and list which standard tax documents are still missing

Flag Missing Documents

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Summarize the key income and expense figures from this financial statement for my return preparation

Summarize Client Financials

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Based on the client details on this page, draft a tax engagement letter with scope and deadlines

Draft Engagement Letter

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Compare the figures in my spreadsheet with the amounts shown on this page and highlight any discrepancies

Reconcile Figures

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Pull the client list from my project tracker and flag any returns approaching their filing deadline

Track Filing Deadlines

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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

QuickBooks

Google Sheets

Microsoft Excel

FreshBooks

Expensify

BILL

Docusign

Slack

Chat with AI to create your first custom workflow

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