Brex
Brex card spend and account balances, in with everything else.
Card charges, the cards they were made on, and the balances behind them. Spend stops being a separate thing you check in a separate place.
Where a charge has been categorised in Brex, that categorisation comes with it, so the work already done is not done again.
How to connect it
Open Connections and pick Brex
Admin access in Brex is required.
Grant read access
Brex confirms the scope on its own screen.
Check the first import
Recent spend lands first, then the rest of the year.
What arrives, and when
Card transactions, cards, and account balances.
Twelve months
reaches back on the first import
On request
this one refreshes when you ask it to, not on a timer
What it looks like
Brex in Connections
Questions people actually ask
Will it see my credit limit?
It reads balances and spend. Limits and underwriting stay entirely inside Brex.