Brex Integration
Connect Brex to Arahi's no-code AI agents and automate workflows in minutes.
About the Brex integration
Payments, Deposits, Cards With Arahi AI, you can connect Brex to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Accounting & Finance
- Authentication
- oauth
Brex automation use cases
- Invoice chasing sequences
- Send escalating email + SMS reminders for overdue Brex invoices until payment lands.
- Expense receipt routing
- Capture receipts from email or Slack and push to Brex with category and project pre-tagged.
- Monthly close checklist
- Turn monthly Brex close into a tracked checklist with reminders and ownership across the team.
- Revenue recognition digest
- Digest Brex revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Brex workflow examples
- Create Brex cards from BambooHR new hires
When a BambooHR new hire starts, Arahi calls Create User and Create Card on Brex with department and budget limits set from the role.
BambooHR new hire starts to call Brex Create User and Create Card.
- Sync Brex expenses into QuickBooks ledger
When Create Expense fires in Brex, Arahi categorizes the expense and books it into QuickBooks with vendor, department, and receipt.
Brex Create Expense to book receipt into QuickBooks ledger.
- Post Brex large transactions to Slack finance
When Get Account Statements shows a Brex charge above a threshold, Arahi posts cardholder, merchant, and amount to Slack finance.
Brex charge over threshold to post details in Slack finance channel.
Brex actions
- Create Budget
- Create a new budget for departments or projects.
- Create Card
- Create a new card and assign it to a user.
- Create Department
- Create a new department.
- Create Expense
- Create a new expense.
- Create Location
- Create a new location.
- Create Job Title
- Create a new job title.
- Create User
- Create a new user in the brex account.
- Create Vendor Card
- Create a new vendor card.
- Get Account Details
- Get details about the current brex account.
- Get Account Statements
- Get account statements.
- Get Budget Details
- Get detailed information about a specific budget.
- Get Budget Transactions
- Get transactions for a specific budget.
- Get Card Details
- Get detailed information about a specific card.
- Get Card Transactions
- Get card transactions for a date range.
- Get Company Cash Accounts
- Get company cash accounts.
- Get Expense Details
- Get details of a specific expense.
- Get Expenses
- Get expenses for a date range.
- Get Spend Limits
- Get spend limits configuration.
- Get Transaction by ID
- Get details of a specific transaction by id.
- Get Transactions
- Get transactions for a date range.
- Get Transactions by Amount Range
- Get transactions filtered by amount range.
- Get Transactions by Description
- Get transactions filtered by description text.
- Get User Profile
- Get user profile information for current or specified user.
- List Budgets
- List all budgets and show available amounts across all cards.
- List Cards
- List all cards associated with the account.
- List Departments
- List all departments in the organization.
- List Locations
- List all locations in the organization.
- List Job Titles
- List all job titles in the organization.
- List Users
- List all users in the brex account.
- List Vendors
- List all vendors.
- Transfer Card
- Transfer a card to a different user.
- Update Budget
- Update budget details.
- Update Card Limits
- Update spending limits and controls for a card.
- Update Card Status
- Update the status of a card (activate/deactivate/terminate).
- Update User
- Update user details.