Brex Assistant
Overview
Brex Assistant is an AI-powered personal assistant that makes it easier and faster for employees to complete time-consuming expense management tasks. Brex Assistant can automatically populate and suggest documentation requirements for card expenses, including receipts, memos, expense categories, and attendees. It can also automatically assign budgets for card expenses
Before you use Brex Assistant
Protecting your privacy and data is a top priority for everything we build at Brex. Any data required to power a Brex AI experience follows stringent security requirements. Review our risk considerations for AI to learn more. Brex Assistant may make mistakes, so it’s important to double-check any information that it generates. Brex Assistant suggestions don’t represent Brex’s views, and shouldn’t be attributed to Brex. Brex Assistant features may suggest inaccurate or inappropriate information.Brex Assistant features may change over time.
Brex Assistant feature setup
For admins
Step 1: Click your name in the top right and go to Company settings > Brex Assistant. Step 2: Toggle on the features you wish to enable under Employee settings. Step 3: Select the Memo requirements under Review settings that you wish to enable: Advanced/Basic.
For employees
Step 1: Click Brex Assistant in the header of your dashboard or mobile app. Step 2: Go through the setup process and connect your Google Calendar to enable Brex Assistant to make better recommendations by matching expenses to calendar events. Brex Assistant will only read calendar events details around the timeframe of your expense. Once setup is complete, Brex Assistant will start working in the background to complete your expenses. If enabled, you’ll receive push notifications whenever Brex Assistant takes action, or you can review activity by clicking Brex Assistant. Because Brex Assistant has auto-pilot mode enabled by default, it can take action on your behalf to automatically populate information. You can control this by clicking the settings icon.
Brex Assistant features available today
You and your team have several ways that you can use Brex Assistant to improve your current workflows. If enabled by an admin, all card-holding users, no matter their role type, can use Brex Assistant to:
- Smart suggestions: You can use Brex Assistant suggestions to fill in information for your expenses. Select these with one click to complete your expenses quickly.
- Auto-pilot mode: Brex Assistant will automatically fill in expense information, including receipts, memos, and internal or external attendees as requested by policy. It will also automatically assign spend limits and expense categories to your expenses.
- Automatic follow-ups: Brex Assistant will comment on expenses that violate your expense policy to request more information. This is triggered based on memo requirements.
- Chat in Slack: Brex Assistant can instantly answer questions about your expense policies, expenses, and spend limits, or update expense information directly from Slack. Assistant messages will start with a diamond symbol to indicate an AI-generated response. Learn more here.
If you’re a manager, Brex Assistant will flag high-risk expenses to help you prioritize. For admins and bookkeepers, Brex Assistant will suggest accounting rule recommendations to automate your GL coding. It will also bring spend insights to your attention to help you minimize financial risk and maximize spending oversights.
Give feedback
To provide general feedback, click the Brex Assistant Icon in your mobile app or dashboard. Click the three dots in the top right corner and select Feedback. To provide feedback on memo generation, open an expense, click Added by Brex Assistant, and fill out the feedback form.
Turn off Brex Assistant features
Step 1: Click your name in the top right > Personal settings. Step 2: Go to the Brex Assistant section. Step 3: Click Disconnect to disconnect your Google Calendar and/or toggle off Auto-pilot mode.