Automate browser workflows for VPs of Finance
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 ERP balances, expense summaries, and budget data into one browser sidebar without switching tabs
Clip transaction details or journal entries from any financial web app directly into a spreadsheet or reporting doc with one click
Surface vendor and customer account context from your CRM inside expense and procurement tools for faster approvals
Auto-generate variance summaries by pulling data from BI dashboards and ERP reports into a single view
AI Copilot in the sidebar can summarize financial reports, flag anomalies, or draft board-ready commentary from the current page
Build reusable approval and reconciliation workflows your 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, expense platforms, and reporting tools to assemble month-end close data
  • Manually copy-pasting journal entries, transaction details, and budget figures from browser-based financial systems into Excel for reconciliation
  • No quick way to pull vendor or customer account context from a CRM while reviewing spend in an expense management tool
  • Repetitive export-format-paste cycles when building board decks and financial reports from multiple web-based dashboards
  • Extracting variance data from BI dashboards into documents requires screenshots and manual reformatting
  • Approving expense reports and purchase orders across multiple browser tabs with no unified view of supporting documentation
  • Tracking budget vs. actuals requires opening ERP, spreadsheets, and corporate card portals side by side with no way to cross-reference inline

Chat with AI to create your first custom workflow

Pull the key variances from this financial dashboard and format them as a bullet-point summary for my board deck
Summarize the details of this expense report and flag any line items that exceed our per-diem policy
Compare the budget figures on this page against the actuals in my ERP and highlight material differences
Pull the vendor account details from my CRM and add them as context to this purchase order for faster approval
Summarize the open reconciliation items from my financial reporting tool and update the month-end close checklist
Based on the financials on this page, draft a brief narrative commentary suitable for a board of directors meeting

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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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