Accounting Integration
Best AI Assistant for Brex
Carly is an AI assistant that connects to Brex so you can check card balances, review transactions, manage expenses, and pull spending summaries — all by email or text. No logging into the Brex dashboard, no digging through transaction lists.
Try Carly →What Carly can do with Brex
Check card balances and limits
Ask Carly for the current balance or available spend on any Brex card. Useful before approving a large purchase or reviewing team budgets.
Review recent transactions
Email Carly to pull recent charges — filtered by card, team member, vendor, or category. She'll send back a clean list without you touching the dashboard.
Get spending summaries by category
Ask Carly for a breakdown of spend by category — software, travel, meals, advertising — for any date range. Great for monthly reviews or board prep.
Flag missing receipts
Ask Carly which recent transactions are missing receipts in Brex. She'll send you the list so you can follow up with your team before the books close.
Why finance teams are using AI for Brex
Brex is where startups and growing companies manage corporate cards, expenses, and spend controls. But staying on top of it still means logging into the dashboard, scrolling through transactions, chasing down missing receipts, and manually reviewing spend against budgets. For founders and finance leads juggling a dozen other priorities, that overhead adds up fast.
AI tools that connect to Brex cut out the manual work. Instead of opening the dashboard every time you need a number, you send a message — check the balance on a card, pull this month's software spend, see who's over budget — and get an answer back in seconds. The data stays in Brex. Your policies stay in place. You just skip the clicking.
How Carly works as your AI Brex assistant
Carly connects to your Brex account through a secure integration. Once linked, you interact with Carly over email or text — no extension to install, no tab to keep open.
Need to check the available balance on a team card? Text Carly. Want to see all transactions from a specific vendor this quarter? Email her. Need a breakdown of travel spend by department? She'll pull it from Brex and send you a clean summary. You can also ask Carly to flag transactions that are missing receipts or review recent charges against your budget categories.
This isn't a Brex plugin or a dashboard widget. Carly works from wherever you already are — your inbox, your phone, a text thread. That's especially useful when a board member asks about burn rate in the middle of a meeting, or when you're reviewing expenses from the road.
Who uses an AI assistant for Brex
Startup founders who want a quick read on company spend without opening another dashboard. Finance leads and controllers who manage multiple Brex cards across teams and need fast answers. Operations managers who track budgets and want to spot overages early. Anyone who touches Brex regularly but doesn't want to live inside the dashboard to stay informed.
See it in action
How to connect Brex to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Brex
Authorize the Brex integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Brex. She handles the rest.
Frequently asked questions
What is the best AI tool for Brex?
Carly is an AI assistant that connects to Brex and lets you check balances, review transactions, pull spending summaries, and track expenses — all over email or text. Instead of logging into the Brex dashboard, you just send a message and Carly handles the lookup.
Can AI pull spending data from Brex?
Yes. With Carly, you can ask for a spending breakdown by category, vendor, team member, or date range and she'll pull the numbers directly from Brex. Useful for board prep, monthly reviews, or quick budget checks.
How does Carly connect to Brex?
Go to your Carly dashboard, click Connect next to Brex, and authorize the integration with your Brex account. Once connected, Carly can read your transactions, balances, and spending data.
Can Carly track expenses across multiple Brex cards?
Yes. Carly can pull transactions and balances across all cards on your Brex account. You can ask for spend by specific card, by team member, or across the whole company.
Is Carly different from Brex's built-in reporting?
Brex has solid built-in reporting, but you have to log in and navigate the dashboard to use it. Carly lets you get the same data by sending an email or text — no login required. She can also combine Brex data with information from your other connected tools for a fuller picture.
Can AI help with Brex receipt tracking?
Yes. You can ask Carly which transactions are missing receipts in Brex and she'll send you the list. Useful for keeping expense records clean before month-end close.
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