Brex integration
Connect Brex's corporate card and financial management platform to V7 Go's AI agents to automate card issuance, transaction monitoring, employee onboarding, and spending controls.
From
Brex (Staging)
to
Slack
Slack + Brex
Request card creation and receive confirmation notifications in Slack.
From
Brex (Staging)
to
Gmail
Gmail + Brex
Email employee onboarding requests and receive card setup confirmations.
From
Microsoft Excel
to
Brex (Staging)
Brex + Excel
Export transaction data to spreadsheets for financial analysis.
From
QuickBooks
to
Brex (Staging)
Brex + QuickBooks
Sync transaction data to QuickBooks for accounting reconciliation.
From
Notion
to
Brex (Staging)
Brex + Notion
Document card policies and spending limits in Notion.
From
Microsoft Teams
to
Brex (Staging)
Brex + Teams
Share spending alerts and transaction summaries with finance teams.
Example workflow
Example
Actions & Triggers
Workflow triggers from Brex (Staging)
AI agents can perform automated actions in the app
Do I need a Brex business account to use this integration?
Yes, you'll need an active Brex business account with API access to use this integration. V7 Go enhances your existing Brex account by automating card management, employee onboarding, and transaction monitoring workflows.
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Can I customize spending limits and card policies through the AI agents?
Absolutely! V7 Go's AI agents can be configured to automatically set spending limits, enforce card policies, and manage employee access based on your company's financial controls and approval workflows.
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How secure is the data integration with Brex?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Brex financial data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions.
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What types of transactions can be monitored and reported?
The integration can monitor all primary card account transactions and cash account transactions. AI agents can categorize spending, flag unusual activity, generate compliance reports, and sync transaction data to your accounting systems.
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Can I integrate Brex with my existing accounting and HR systems?
Yes! V7 Go can send Brex data to various output integrations including QuickBooks, Xero, Slack, and Excel. This ensures seamless integration with your existing accounting, HR, and financial management systems.
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How does this integration help with employee onboarding?
V7 Go's AI agents can automate the entire employee card issuance process by inviting new users, creating cards with appropriate spending limits, and notifying teams of completion. This accelerates onboarding and ensures consistent policy enforcement.
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