# Automation best practices | Brex Resources Resources, articles, and guides about Automation best practices **URL Source:** https://www.brex.com/resources/topics/automation-best-practices --- > **Note:** This content was automatically generated from the HTML page because structured content was not available. * * * Topic Automation best practices # Automation best practices 20 resources across 4 content types * * * On this page - [Articles9](#articles) - [Case Studies1](#case-studies) - [E-books4](#ebooks) - [Webinars6](#webinars) * * * Other topics - [Accounting](/resources/topics/accounting) - [Accounts payable](/resources/topics/accounts-payable) - [AI](/resources/topics/ai) - [AI assistant](/resources/topics/ai-assistant) - [AI benefits](/resources/topics/ai-benefits) - [Bill pay](/resources/topics/bill-pay) - [Brex Empower](/resources/topics/brex-empower) - [Brex news](/resources/topics/brex-news) - [Budget management](/resources/topics/budget-management) - [Business account](/resources/topics/business-account) - [Business banking](/resources/topics/business-banking) - [Business efficiency](/resources/topics/business-efficiency) - [Cash flow management](/resources/topics/cash-flow-management) - [Corporate credit card](/resources/topics/corporate-credit-card) - [Corporate travel management](/resources/topics/corporate-travel-management) - [Enterprise](/resources/topics/enterprise) - [Expense automation](/resources/topics/expense-automation) - [Expense management](/resources/topics/expense-management) - [Expense management and reimbursements](/resources/topics/expense-management-and-reimbursements) - [Financial discipline and cost savings](/resources/topics/financial-discipline-and-cost-savings) - [Financial operations](/resources/topics/financial-operations) - [Fundraising](/resources/topics/fundraising) - [Global spend](/resources/topics/global-spend) - [Improving compliance](/resources/topics/improving-compliance) - [Integrations](/resources/topics/integrations) - [Intelligent spend management](/resources/topics/intelligent-spend-management) - [Midmarket](/resources/topics/midmarket) - [Procurement](/resources/topics/procurement) - [Scaling](/resources/topics/scaling) - [Scaling your business](/resources/topics/scaling-your-business) - [Spend management insights](/resources/topics/spend-management-insights) - [Startups](/resources/topics/startups) - [System consolidation](/resources/topics/system-consolidation) - [Travel](/resources/topics/travel) - [Vendor management](/resources/topics/vendor-management) * * * [ ## Articles ](/resources/articles) [See all →](/resources/articles) [ ![Super case study preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fc21643f0-3428-4e19-a861-eea43bf1a890%2FSuper-case-study-preview&w=3840&q=75) 5 accounting automation benefits every accountant needs to know By Brex, May 2024 MidmarketEnterprise Read more → ](/journal/accounting-automation-benefits) [ ![Expense automation preview (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F0d73d361-e178-42ad-b182-f53de68f1d43%2FExpense-automation-preview-1&w=3840&q=75) The essential guide to expense management automation By Brex, December 2023 MidmarketController/accountant Read more → ](/resources) [ ![4 ways to control spend at scale using automation-preview (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fe00e72ef-df34-4ece-b124-2e9608ce1c3e%2F4-ways-to-control-spend-at-scale-using-automation-preview-1&w=3840&q=75) 4 ways to control spend at scale using automation By Brex, October 2023 MidmarketCFO/finance leader Read more → ](/journal/4-ways-to-control-spend-at-scale-using-automation) [ ![Impact metrics preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F6204e888-e149-44de-8bf6-0d006b4d1b07%2FImpact-metrics-preview&w=3840&q=75) How Brex customers are driving compliance while saving 4,250 hours a year By Brex, October 2023 MidmarketEnterprise Read more → ](/journal/brex-customers-are-driving-compliance) [ ![WBR article preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ffbb4ef55-315d-466e-bd30-26f2199d702c%2FWBR-article-preview&w=3840&q=75) Report: Procurement leaders seek automation and integration By Brex, September 2023 Spend management insightsProcurement Read more → ](/journal/procurement-leaders-seek-automation-and-integration) [ ![Ready,set,close preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fc62e15db-a1dd-45e3-a956-ae398eb133cf%2FReady-set-close-preview&w=3840&q=75) Using AI to close the books quickly and cleanly By Brex, August 2023 MidmarketEnterprise Read more → ](/journal/using-ai-to-close-the-books-quickly-and-cleanly) [ ![AI accounting preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F136a6c32-d11e-4d0d-a2bd-6bb5ee982d27%2FAI-accounting-preview&w=3840&q=75) AI is your accounting team’s tireless teammate By Brex, August 2023 MidmarketEnterprise Read more → ](/journal/ai-is-your-tireless-teammate) [ ![Live budgets preview (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F17ce752f-6440-4b23-8aa8-96dda23a376e%2FLive-budgets-preview-1&w=3840&q=75) Live Budgets: Actionable, real-time spend data By Brex, August 2023 MidmarketEnterprise Read more → ](/journal/live-budgets) * * * [ ## Case Studies ](/resources/case-studies) [See all →](/resources/case-studies) [ ![AvenueOne](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fddb10954-b31e-467a-822f-55550133772a%2FAvenueOne&w=3840&q=75) Avenue One drives automation and data accuracy with Brex and NetSuite By Brex, September 2022 MidmarketEnterprise Read more → ](/resources/customer/avenue-one) * * * [ ## E-books ](/resources/ebooks) [See all →](/resources/ebooks) [ ![IDC AI preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fc1a3cfb2-2d8b-425f-9673-271be5b71ac6%2FIDC-AI-preview&w=3840&q=75) Generative AI in Accounts Payable By Brex, February 2024 MidmarketEnterprise Read more → ](/resources/automate-accounts-payable-with-ai) [ ![Legal AI preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F98a9759b-2daf-4508-92d6-f8586bc390d0%2FLegal-AI-preview&w=3840&q=75) Risk considerations and guidelines for artificial intelligence By Brex, November 2023 MidmarketBrex Empower Read more → ](/resources/risk-considerations-for-artificial-intelligence-register) [ ![The controller’s playbook: Smarter compliance through AI](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F24e91eef-84be-4794-8802-79e7d024d5c2%2FThe-controller-s-playbook-Smarter-compliance-through-AI&w=3840&q=75) The controller’s playbook: Smarter compliance through AI By Brex, September 2023 MidmarketController/accountant Read more → ](/resources/the-controllers-guide-to-automating-compliance-register) [ ![Controller-AI-e-book-preview](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F98ffe0a3-e32d-44b3-949d-257d673fe907%2FController-AI-e-book-preview&w=3840&q=75) The controller’s guide to automating compliance By Brex, September 2023 MidmarketController/accountant Read more → ](/resources) * * * [ ## Webinars ](/resources/webinars) [See all →](/resources/webinars) [ ![Procurecon AI webinar](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fbbeeb0db-603b-414b-becd-15a11164cc1b%2FProcurecon-AI-webinar&w=3840&q=75) Procurement in the Age of AI: From Reactive Ops to Strategic Spend By Brex, April 2026 webinarsSpend management insights Read more → ](/resources/webinars/procurement-in-the-age-of-ai-register) [ ![December-Product-demo-webinar_Metadata](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F41b49994-31e4-4bbd-bb5d-0b8be0ef418c%2FDecember-Product-demo-webinar_Metadata&w=3840&q=75) Product demo webinar: How controlling spend can help drive growth By Brex, October 2025 webinarsSpend management insights Read more → ](/resources/control-spend-drive-growth-register) [ ![Product demo preview_generic (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F2d8ceea4-aa10-4f37-91d1-360502db8e01%2FProduct-demo-preview_generic-1&w=3840&q=75) Monthly product demo webinar — January By Brex, January 2025 webinarsSpend management insights Read more → ](/resources) [ ![Argyle-Webinar-Metadata](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1a34ebc6-67c1-4968-8068-2901236b32f2%2FArgyle-Webinar-Metadata&w=3840&q=75) Harnessing the power of AI to automate traditional finance & drive growth By Brex, October 2024 MidmarketEnterprise Read more → ](/resources/argyle-webinar/register) [ ![Controllers-Council-Webinar-Metadata (1)](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fc8391f4c-4b79-4b41-b8c2-3340ec225561%2FControllers-Council-Webinar-Metadata-1&w=3840&q=75) Controller's Council Webinar By Brex, June 2024 MidmarketEnterprise Read more → ](/resources/controllers-council-using-ai-register) [ ![accountant-shortage-metadata](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F0a93b56a-eb85-4270-9d9d-974cd0e6023b%2Faccountant-shortage-metadata&w=3840&q=75) Using technology to make life easier for Controllers By Brex, March 2023 MidmarketEnterprise Read more → ](/resources/using-technology-to-make-life-easier-for-controllers)