Brex Agents
Files employee expenses, audits every transaction against policy and approves the low-risk ones.
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What it does
Brex's agents work inside its spend platform: Brex Assistant writes memos, fetches receipts, answers policy questions and files reimbursements for employees; the Audit Agent checks spending against company policy and ranks potential violations by risk; and the Review Agent approves low-risk expenses, escalates exceptions and follows up with employees who are out of policy. Finance teams train the agents on their policies, procedures and sample documents and correct them over time, and every transaction keeps an audit trail.
You provide
- Company expense policies and procedures
- Sample documents
- Card transactions and expense submissions
- Reviewer feedback
You receive
- Filed and categorised expenses with receipts
- Risk-ranked policy violations for review
- Approvals, escalations and follow-ups
- Spend reports on request
How the work runs
- 01
Train the agents on policies and sample documents
- 02
Brex Assistant completes expense tasks for employees
- 03
The Audit Agent checks each transaction against policy
- 04
The Review Agent approves low-risk items and escalates the rest
Before it is handed over
Review is optional. The work is accepted only when each of these is recorded.
- Flagged activity is reviewed by a person
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