Brex

Brex

Corporate cards, spend management, and business banking — manage users, cards, transactions, expenses, budgets, vendors, and payments.

OAuth100 tools
Connect Brex

Three ways to use Brex

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Brex.

Add webhook group members

Add webhook subscriptions to a group (partner accounts only).

Tool

Archive budget

Archive a budget, disabling its child spend limits.

Tool

Archive spend limit

Archive (disable) a spend limit.

Tool

Create accounting integration

Create a new accounting integration for the account.

Tool

Create a referral

Create a new referral and receive a personalized Brex application link. This is the partner Onboarding API requiring the client-credentials grant with the `https://onboarding.brexapis.com/referrals` scope.

Tool

Create a referral document upload

Create a presigned S3 upload URL for a referral document. This is the partner Onboarding API requiring the client-credentials grant with the `https://onboarding.brexapis.com/referrals` scope.

Tool

Get started automating Brex

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and Geni wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Brex

Browse all

Clear your missing Brex receipts and memos in one place

Everyone opens one screen, sees only their own undocumented card spend oldest first, and attaches a receipt and memo to clear each row.

BrexSlack

Review every Brex card and close the ones nobody uses

One screen showing every company card, who holds it, and when it was last used, so dormant cards and cards held by people who left get closed.

BrexBambooHRSlack

Brex budget and spend limit control room for finance

See every budget and spend limit ranked by how close it is to its cap, then raise, lower, create or retire caps without leaving the page.

BrexSlack

Monthly software subscription audit from Brex card spend

Each month we scan 13 months of card activity, refresh your Notion subscription register, and post renewals, price hikes and duplicate tools to Slack.

BrexNotionSlack Bot

Weekly Brex card spend and budget review posted to Slack

Every Monday morning, your finance channel gets a plain-English recap of last week's company card spend, with any budget close to its cap flagged at the top.

BrexSlack Bot

Chase missing Brex receipts with one friendly Slack DM

Every weekday, each person gets one private nudge listing only their own undocumented card spend, plus an aging report for finance.

BrexSlack BotGoogle Sheets

Give new BambooHR hires a Brex card with the right limit

When someone new lands in BambooHR, we add them to Brex, issue a virtual card in their name, apply your department spending cap, and tell People Ops in Slack.

BambooHRBrexSlack

Book each night's Brex card spend into QuickBooks Online

Every night at 11pm, the day's Brex card charges get matched to vendors, booked as expenses in QuickBooks Online, and recapped in Slack.

BrexQuickBooks OnlineSlack Bot