Integrate Brex with CodeWords for expense management automation
Overviews
How it works?
Automate expense categorization and coding
CodeWords analyzes transaction data from Brex and automatically applies the correct expense categories, project codes, and department assignments based on merchant information and spending patterns, eliminating manual categorization work.
Route receipts for approval workflows
When transactions appear in Brex, CodeWords can automatically request receipts from cardholders, route expenses through appropriate approval chains based on amount and category, and track submission status until fully processed.
Sync expenses to accounting systems
Keep your accounting records current by automatically syncing Brex transactions to your accounting platform with proper categorization, reducing reconciliation time and ensuring accurate financial reporting without duplicate data entry.
Monitor spending against budgets
Track spending by department, project, or category against predefined budgets in real-time, with CodeWords sending alerts when thresholds are approached or exceeded to help maintain financial control.
Process reimbursement requests automatically
When employees submit reimbursement requests through Brex, CodeWords can validate receipts, apply policy rules, route for approval based on amount, and trigger payment processing once approved, streamlining the entire reimbursement cycle.
Generate expense reports for projects
Compile project-specific expense reports by pulling relevant transactions from Brex, organizing them by category and date, and delivering formatted reports to project managers or clients without manual spreadsheet work.
Detect policy violations and anomalies
Monitor Brex transactions for potential policy violations, duplicate expenses, or unusual spending patterns, automatically flagging issues for review and sending notifications to finance teams before problems escalate.
Onboard new cardholders with automation
When new employees join, CodeWords can provision Brex cards with appropriate spending limits, assign to correct departments, send cardholder guidelines, and set up notifications, ensuring proper expense management from day one.
Configure
Build
Intelligent expense policy enforcement
Create a system that enforces expense policies in real-time using Brex data. CodeWords can evaluate transactions against policy rules, automatically approve compliant expenses, flag violations for review, request additional documentation when needed, and route exceptions through appropriate approval workflows while maintaining a complete audit trail.
Multi-system financial reconciliation
Build comprehensive reconciliation workflows that match Brex transactions with invoices, purchase orders, and accounting entries. CodeWords can identify matches, flag discrepancies, request clarification from cardholders, and update multiple systems simultaneously to ensure financial accuracy across your tech stack.
Travel expense management automation
Develop specialized workflows for travel expenses that combine Brex transaction data with travel bookings and itineraries. CodeWords can automatically categorize flights, hotels, and meals, verify expenses against travel policies, generate per diem calculations, and create comprehensive trip reports for both reimbursement and budget tracking.
“You can’t do this anywhere else.”
Your stack,
connected.
