FinanceAI teammates for Brex
Prepare expense reviews with the transactions that need a decision.
Your Mate
Your result
The request
Explain spending changes by department or merchant
Result and follow-up
Review the work with your Mate.
More work to hand off
- Flag large or uncategorized transactions for review
- Prepare an expense report for the month-end close
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
What needs your approval
Changes to Brex need your approval.
QuickBooks
Stripe
Slack
Google Sheets