A Brex AI Agent That Chases Receipts So You Do Not Have To
Cards are easy to hand out and receipts are hard to collect. The agent notices every charge with no receipt, nudges the cardholder and tells you what is still open.
From $10/month 30 days free No credit card
What Your Agent Does In Brex
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Chases Missing Receipts
It lists charges with no receipt, asks each cardholder in your project to upload one and reports who has not answered by Friday.
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Explains Unusual Charges
Point it at a charge from an unfamiliar merchant and it checks the cardholder, the memo and past spend there, then tells you if it looks normal.
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Summarizes Spend By Team
Each month it groups card spend by team and category and notes which budgets are running ahead of last month.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Brex for you, with your own login, and reports back in the thread.
- Who still owes me a receipt from last week’s conference trip?
- Why was there a charge from Pinecrest Software on the marketing team card?
- Summarize card spend by department for this month.
Use Brex With Octopus Prime
- Open Settings › Connections, choose Brex and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Brex for you without ever seeing your password.
- Choose which agents can use Brex: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Brex And Your Agents
Can the agent spend money with our cards?
No. It reads spend and receipts and prepares requests. Card changes and anything that moves money stay behind a person’s OK.
Does it see every cardholder’s transactions?
It sees what the Brex user you connected can see. A narrower role gives it a narrower view.
Does my agent see my Brex password?
No. Your Brex login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Brex, at any time in Settings.
More Accounting And Finance Apps
All Finance Apps-
QuickBooks
Bank feed cleared, overdue invoices chased. -
Xero
Bank lines, invoices and month-end prep. -
BILL
Bills to pay and invoices to collect. -
Expensify
Receipts and expense reports chased for you. -
FreshBooks
Invoices, estimates and time entries handled. -
Harvest
Time entries and invoices sorted for you.
Put An Agent To Work In Brex. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Brex is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
