What can an AI agent do with Brex?

A Brex AI agent can read your transaction history, monitor budgets against actuals, surface uncategorized or anomalous spend, generate detailed expense reports by team or card holder, and annotate transactions with memos - all automatically on a schedule or on demand. Write actions like updating memos always require your approval.

Is my financial data secure?

Yes. Your agent only accesses Brex data when running a task that requires it, using your connected credentials. Transaction data is processed during execution but not permanently stored - only task outputs like summaries and reports are saved to your run history.

Can I limit which cards or budgets the agent can see?

Yes. You can scope tasks in your instructions to specific card holders, date ranges, budget IDs, or merchant categories. The agent only queries within the parameters you define.

Can the agent approve expenses or move money?

No. The AI agent can only read expense and transaction data, and add memos. Actions like approving expenses, issuing cards, or moving funds are not supported - your financial controls stay entirely in your hands.

Finance

Brex, run by an agent.

An AI agent that tracks, categorizes, and reports on your company spending.

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What needs your approval

Brex never changes anything without you.

Anything that creates, edits or deletes in Brex waits for your approval. Approve a recurring task once and it runs unattended after that.

Example tasks

Real work people hand to an agent that uses Brex.

send a weekly spend summary broken down by department and merchant to your finance Slack channel
alert the team when any budget exceeds 80% of its monthly limit
identify uncategorized or unusually large transactions and flag them for review
generate a month-end expense report grouped by card holder and export it to google sheets