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.
Best Practices for Non-Technical Users
To get the most out of the Brex + Relevance AI integration without writing code:
- Use proper authentication: Ensure your Brex OAuth credentials are correctly configured and up-to-date.
- Follow API best practices: Use appropriate HTTP methods (GET for retrieval, POST for creation) and proper endpoint paths.
- Handle responses carefully: Always check response status codes and handle errors gracefully.
- Manage rate limits: Space out API calls and implement proper retry logic for failed requests.
- Test thoroughly: Validate API calls in a test environment before implementing in production workflows.
