Brex integration for AI agents
Brex is a US platform for corporate cards, expense management and business accounts, used by startups and companies with operations in the United States. The agent looks up transactions, cards, receipts and limits through the Brex API, available in iTeam's app catalog.
What AI agents do with Brex
Receipts chased right after the purchase
When a transaction comes in without a receipt, the agent asks the cardholder on Slack or WhatsApp and attaches the file once they reply. Few items are left pending at close.
Classification by cost center
The agent suggests the category, project and cost center for each expense based on the vendor and past history. Finance approves the suggestions in batches.
Limit increase request
An employee asks for a higher limit for a trip, and the agent prepares the request with amount, period and justification. The increase is applied only after the manager approves.
Spend outside policy
The agent compares transactions with the expense policy and flags duplicate subscriptions, spend in banned categories and amounts above the cap. The CFO gets the list every week.
Connect Brex once. The agents use it within your rules.
- In the app catalogAvailable in the iTeam app catalog, with the app’s own login and permissions per agent.
- Each agent gets the right accessYou decide what each agent can read or do in Brex, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Brex and what it cost, all on record.
Ready-made AI teams for this work
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Collections team
Before and after each due date, customers get a clear reminder with a payment link. Disputes and promises to pay go to your team.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Often used together with Brex
Questions about Brex and AI agents
Does iTeam integrate with Brex?
Yes. Brex is available in iTeam's app catalog, authorized by an administrator of the account.
Can the agent issue cards or change limits on its own?
Not by default. Creating a card and changing a limit require approval from the person with authority, and everything is recorded in the audit trail.
Is it only useful for companies in the United States?
Brex mainly serves operations in the United States. For companies with a US subsidiary, the agent consolidates that spend with the rest of the company's finance team.
