Brex integration

Connect

Connect

Connect

Connect

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Brex (Staging)

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Brex (Staging)

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Brex (Staging)

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Brex (Staging)

to AI agents.

to AI agents.

to AI agents.

to AI agents.

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.

Integration

Integration

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Brex (Staging)

Connect Brex to V7 Go and automate corporate card management, transaction monitoring, and financial operations workflows with intelligent AI coordination.

Finance & Investing

Card Issuance

Employee Onboarding

Transaction Monitoring

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Brex (Staging)

Connect Brex to V7 Go and automate corporate card management, transaction monitoring, and financial operations workflows with intelligent AI coordination.

Finance & Investing

Card Issuance

Employee Onboarding

Transaction Monitoring

AI Engine

AI Engine

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V7 Go

V7 Go is an AI platform that automates complex workflows across multiple apps and tools using agentic AI that can reason, plan, and execute tasks autonomously.

AI Automation

Task Orchestration

Data Extraction

Agentic Workflows

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V7 Go

V7 Go is an AI platform that automates complex workflows across multiple apps and tools using agentic AI that can reason, plan, and execute tasks autonomously.

AI Automation

Task Orchestration

Data Extraction

Agentic Workflows

Example workflow

Example workflow

Example workflow

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Brex (Staging) example workflow

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Brex (Staging) example workflow

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Brex (Staging) example workflow

Let AI handle tasks across multiple tools

Let AI handle tasks across multiple tools

Let AI handle tasks across multiple tools

Popular workflows

Example

Input

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AI Agent

Output

Input

Hide

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AI Agent

AI Concierge Agent

Coordinating card and employee management workflow

Output

Waiting for analysis

Let the agent run first

Input

Hide

AI Agent

Output

Input

Hide

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AI Agent

AI Concierge Agent

Coordinating card and employee management workflow

Output

Waiting for analysis

Let the agent run first

Featured workflows

Featured workflows

Featured workflows

A library of

A library of

A library of

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Brex (Staging) Workflows

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Brex (Staging) Workflows

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Brex (Staging) Workflows

ready to operate

ready to operate

ready to operate

Select from a library of pre-built AI agents to power your Brex (Staging) workflows.

Select from a library of pre-built AI agents to power your Brex (Staging) workflows.

Select from a library of pre-built AI agents to power your Brex (Staging) workflows.

Popular workflows

From

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Brex (Staging)

to

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Slack

Slack + Brex

Request card creation and receive confirmation notifications in Slack.

From

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Brex (Staging)

to

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Slack

Slack + Brex

Request card creation and receive confirmation notifications in Slack.

From

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Brex (Staging)

to

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Slack

Slack + Brex

Request card creation and receive confirmation notifications in Slack.

From

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Brex (Staging)

to

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Slack

Slack + Brex

Request card creation and receive confirmation notifications in Slack.

From

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Brex (Staging)

to

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Gmail

Gmail + Brex

Email employee onboarding requests and receive card setup confirmations.

From

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Brex (Staging)

to

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Gmail

Gmail + Brex

Email employee onboarding requests and receive card setup confirmations.

From

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Brex (Staging)

to

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Gmail

Gmail + Brex

Email employee onboarding requests and receive card setup confirmations.

From

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Brex (Staging)

to

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Gmail

Gmail + Brex

Email employee onboarding requests and receive card setup confirmations.

From

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Microsoft Excel

to

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Brex (Staging)

Brex + Excel

Export transaction data to spreadsheets for financial analysis.

From

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Microsoft Excel

to

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Brex (Staging)

Brex + Excel

Export transaction data to spreadsheets for financial analysis.

From

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Microsoft Excel

to

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Brex (Staging)

Brex + Excel

Export transaction data to spreadsheets for financial analysis.

From

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Microsoft Excel

to

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Brex (Staging)

Brex + Excel

Export transaction data to spreadsheets for financial analysis.

From

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QuickBooks

to

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Brex (Staging)

Brex + QuickBooks

Sync transaction data to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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Brex (Staging)

Brex + QuickBooks

Sync transaction data to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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Brex (Staging)

Brex + QuickBooks

Sync transaction data to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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Brex (Staging)

Brex + QuickBooks

Sync transaction data to QuickBooks for accounting reconciliation.

From

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Notion

to

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Brex (Staging)

Brex + Notion

Document card policies and spending limits in Notion.

From

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Notion

to

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Brex (Staging)

Brex + Notion

Document card policies and spending limits in Notion.

From

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Notion

to

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Brex (Staging)

Brex + Notion

Document card policies and spending limits in Notion.

From

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Notion

to

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Brex (Staging)

Brex + Notion

Document card policies and spending limits in Notion.

From

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Microsoft Teams

to

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Brex (Staging)

Brex + Teams

Share spending alerts and transaction summaries with finance teams.

From

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Microsoft Teams

to

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Brex (Staging)

Brex + Teams

Share spending alerts and transaction summaries with finance teams.

From

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Microsoft Teams

to

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Brex (Staging)

Brex + Teams

Share spending alerts and transaction summaries with finance teams.

From

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Microsoft Teams

to

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Brex (Staging)

Brex + Teams

Share spending alerts and transaction summaries with finance teams.

Actions & Triggers

Actions & Triggers

Actions & Triggers

Use

Use

Use

Use

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Brex (Staging)

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Brex (Staging)

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Brex (Staging)

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Brex (Staging)

to build powerful automations across multiple tools

to build powerful automations across multiple tools

to build powerful automations across multiple tools

to build powerful automations across multiple tools

Popular workflows

AI agents can perform automated actions in the app

AI agents can perform automated actions in the app

AI agents can perform automated actions in the app

AI agents can perform automated actions in the app

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Help

Have questions?

Have questions?

Have questions?

Find answers.

Find answers.

Find answers.

Any more questions?

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

Get started

Ready to build

the best

Logo

Brex (Staging)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Brex workflow. See how V7 Go AI agents can automate your corporate card management and financial operations in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

Brex (Staging)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Brex workflow. See how V7 Go AI agents can automate your corporate card management and financial operations in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

Brex (Staging)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Brex workflow. See how V7 Go AI agents can automate your corporate card management and financial operations in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

Brex (Staging)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Brex workflow. See how V7 Go AI agents can automate your corporate card management and financial operations in just 30 minutes.

30-minute session

Personalized setup

Live demonstration