Automate list expenses and get expense in Brex across sales and ops without custom code

Brex receipt auto-attach

Build a workflow that takes an uploaded receipt file and sends it to Brex with the Match Receipt operation so Brex automatically pairs it with the right card expense.

Brex daily expense digest

Build a scheduled workflow that runs every weekday morning, lists Brex expenses settled in the last 24 hours, summarizes total spend by merchant category, and posts the digest to a...

Brex memo enforcer

Build a scheduled workflow that lists approved Brex expenses, finds ones missing a memo, has an agent draft a memo from the merchant and amount details, and updates each expense wi...

Brex spend anomaly alert

Build a scheduled workflow that lists recent Brex card transactions, flags any transaction above a configurable threshold, and emails the finance team a report of flagged transacti...

Brex cash balance monitor

Build a scheduled workflow that checks Brex cash account balances every morning and sends a Slack alert when the available balance of any account drops below a set threshold.

Brex budget utilization report

Build a weekly workflow that lists Brex budgets and spend limits, computes utilization for each budget from its amount and current period balance, stores the results in a table, an...