Automate browser workflows for treasury analysts
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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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

Top reasons to automate in the browser
Pull bank balances from multiple banking portals into one sidebar without logging in and out of separate tabs
Copy transaction details from your ERP and auto-fill payment fields in your banking portal with one click
Surface counterparty and account context from your ERP directly inside your banking portal for faster reconciliation
AI Copilot in the sidebar can summarize cash positions, flag variances, or draft forecast commentary from the current page
Clip FX rates, bank balances, or transaction data from any browser page into your spreadsheet or treasury template
Build reusable daily cash position workflows your team can share without writing code or waiting for IT
Integrate with 3000+ apps
Frustrations that cost your team hours every week
  • Logging into multiple bank portals each morning to manually collect balances and copy-paste them into a daily cash position spreadsheet
  • Switching between banking portals, ERP systems, and Excel tabs to reconcile transactions, with no way to pull data across tools in the browser
  • Manually re-keying payment details from an ERP approval screen into a separate bank portal to initiate wires and ACH transfers
  • Copying FX rates from a market data site and pasting them into spreadsheets or treasury management systems for currency exposure calculations
  • Assembling weekly cash forecast reports by toggling between bank statements, accounts payable/receivable screens, and spreadsheet templates
  • No quick way to surface account or counterparty details from the ERP when reviewing a transaction in a banking portal
  • Repetitive formatting and copying of bank statement data into internal reconciliation templates every day

Chat with AI to create your first custom workflow

Pull the current balances shown on this banking portal page and format them as rows for my cash position spreadsheet
Compare the transactions on this bank statement page against the entries in my ERP and flag any mismatches
Summarize the cash inflows and outflows from this page and draft a weekly cash forecast commentary
Extract the payment reference, amount, and beneficiary from this page and format them for my payment tracker
Grab the current exchange rates from this market data page and format them for my treasury spreadsheet
Review the transactions on this page and highlight any payments above a threshold I specify

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.

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