What can an AI teammate do with Brex?

A Brex AI teammate 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 teammate 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 teammate can see?

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

Can the teammate approve expenses or move money?

No. The AI teammate 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

AI Teammate for Brex

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

Your AI teammate for Brex reads transactions, monitors budgets, and generates spend reports across your cards and accounts. An ideal AI assistant for expense management, budget tracking, and card spend analysis. Write actions always require your approval.

Finance and ops teams waste hours manually pulling spend data and chasing down uncategorized expenses. A Brex AI teammate keeps you ahead of budget overruns, surfaces unusual spending, and delivers the reports your team actually needs - automatically.

Connect Brex Visit Brex

What your AI teammate can do with Brex

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list transactions

Retrieve all card and account transactions with filters by date, amount, or merchant

get transaction

Fetch the full details of a specific transaction including merchant and category

list cards

View all corporate cards, their limits, and current status

get budget

Read budget details including spend-to-date and remaining balance

list expenses

Browse submitted expenses with status, amount, and submitter details

Write actions (require approval)

create expense memo

Add a memo or note to an expense record for accounting context

update transaction memo

Annotate a transaction with a description or category note

Example workflows with Brex

Real tasks you can run on a schedule or on demand.

task

send a weekly spend summary broken down by department and merchant to your finance Slack channel

task

alert the team when any budget exceeds 80% of its monthly limit

task

identify uncategorized or unusually large transactions and flag them for review

task

generate a month-end expense report grouped by card holder and export it to google sheets

How to connect Brex

Create a free m8tes account.

Connect Brex

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Brex. It handles the rest.

Brex AI teammate: FAQ

Common questions about using an AI teammate with Brex.

Build an AI teammate for Brex

Connect Brex to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Brex alongside your other tools.

Related integrations

Teams that use Brex also connect these.

QuickBooks

Finance

Stripe

Finance

Slack

Communication

Google Sheets

Productivity

Start using Brex today

Free to start. No credit card required.

Start free