Build Brex workflows with AI Agents

Brex has revolutionized business financial management with smart credit cards, automated expense tracking, and powerful reporting tools. But even with these innovations, teams often face manual reporting, fragmented collaboration, and information silos. By bringing Runbear's AI agent platform into the mix, your Brex workflows leap ahead—unlocking real-time automation, seamless access to financial data, and collaborative insight sharing, all inside Slack, Teams, or Discord.

About Brex

Brex is a leading financial technology solution built for fast-growing businesses. It offers a unified platform combining business charge cards, cash management accounts, expense management, and AI-enabled bill pay. Startups, scale-ups, and established companies use Brex to automate spending workflows, streamline expense reporting, enforce payment policies, and gain real-time visibility over all company expenditures. Its flexible, integrated approach eliminates traditional banking friction and puts powerful financial control into the hands of both finance teams and business leaders everywhere. Teams trust Brex to keep finances agile, transparent, and in sync with their growth goals and compliance needs, making it a top choice for modern business spend management and reporting workflows. For more, visit brex.com.

Use Cases in Practice

Let’s explore four standout ways Runbear’s AI agent supercharges Brex for modern teams.

1. With scheduled Brex spend summaries, you’ll never wait for month-end reviews—your team gets up-to-date insights delivered right to Slack, fueling proactive discussion.
2. The AI agent becomes your go-to for instant policy lookups: ask, ‘What’s our Brex travel spend policy?’ and the agent responds using synced documentation, eliminating guesswork.
3. Reconciliation becomes collaborative and transparent—export Brex transactions, have the agent summarize outliers, and broadcast findings in a channel for immediate review, just like how teams use instantly query Excel reports in Slack for data clarity.
4. At any time, team members can pull cash flow snapshots or account balances by simply messaging the AI, putting critical Brex data at every stakeholder’s fingertips. This conversational access reduces back-and-forth, enabling smarter, faster decisions across the organization.

These automations combine Runbear’s scheduled jobs, knowledge sync, and natural language understanding to make Brex a living part of your team’s daily dialogues. The result: leaner processes, less manual legwork, and total team alignment.

Brex vs Brex + AI Agent: Key Differences

Brex is a robust financial tool, but integrating it with Runbear transforms static workflows into dynamic, AI-powered team processes. Manual data retrieval, fragmented collaboration, and reporting delays give way to conversational automation, seamless access to insights, and instant team updates—right where work happens. See how Runbear upgrades your Brex experience:

Implementation Considerations

When adopting a Runbear + Brex integration, teams should ensure they have proper setup for data permissions, team onboarding, and security best practices. Setting up syncs may require collaborating with finance and IT, as well as making sure sensitive financial documents are properly indexed and access-controlled in knowledge bases. Team members may benefit from brief training on using AI agent features and setting up scheduled jobs, similar to setting up smart daily digests in Slack. Plan for change management and communicate the time-saving and compliance benefits to drive adoption. Consider role-based AI permissions to govern who can request sensitive Brex insights, and prepare for ongoing optimization of automated reports to fit team needs. Lastly, analyze the cost-benefit, weighing the time saved by eliminating manual tasks against the investment in AI agent setup and ongoing tuning.

Get Started Today

Modern teams run on real-time insights and seamless collaboration. By integrating Brex with Runbear’s AI agents, your team transforms financial workflows—turning expense management, reporting, and policy Q&A into effortless, chat-based automations. Empower your teammates, cut down on manual work, and make Brex a living, intelligent layer of your daily operations. Try Runbear’s Brex integration today and let pure automation drive your next financial breakthrough—right inside your existing team channels.