Send every budget owner their real number on Monday

What should a budget owner receive each week?

Their own number, with the transactions under it.

Spent against allocated, the three largest charges, anything recurring that started this period, and how many days remain. Five lines.

A companion assembles one per owner and drafts them. You read eleven short messages and send them, which takes four minutes and replaces the conversation you would have had on the 28th.

Which receipts and memos are missing?

A companion reads the transactions, finds the ones with no receipt or a memo that says nothing, and groups them per person with dates and merchants so the request is specific.

Capture happens in the Brex app at the moment of purchase. What a companion adds is the accounting of which purchases never got one.

Paying twice for the same tool

Two teams with overlapping tools, a subscription renewed on a card while the invoice is also being paid, an annual plan bought three weeks after the monthly one.

Grouping transactions by vendor and by cadence exposes those with the specific charges attached. From there it is a conversation. Related habit: audit your saas subscriptions with ai.

Money movement stays inside Brex

Payments, transfers, card issuing, limit changes and approval chains belong inside the product with the people authorised to use them. This connection is a reading and drafting layer over the top.

The reachable surface follows the Brex public API, so confirm the object you want is exposed before you build a weekly routine around it. Finance patterns: ai for finance teams.

Frequently asked questions