Brex is a financial technology platform that streamlines corporate spending, expense management, and financial operations.
Enhance your financial workflows with AI agents that can automate approvals, provide real-time insights, and manage expenses intelligently.
Brex delivers comprehensive spend management and expense tracking. Relevance AI transforms this financial data into intelligent actions with AI agents that can analyze, approve, and report automatically.
Intelligent Expense Orchestration
The agent automates and streamlines expense approvals, enhancing operational efficiency.
Real-time Financial Insights
The agent provides instant access to spending patterns, empowering informed decision-making.
Seamless Workflow Automation
The agent integrates with Brex to automate repetitive financial tasks, reducing manual effort.
Relevance AI gives you access to Brex's financial management capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Brex account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Brex data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and error handling ensure your workflows run smoothly when interacting with Brex's platform APIs.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
