Brex in ChatGPT

OverviewGet startedWhat you can doTroubleshootingDisconnect the app

Overview

Use the Brex app in ChatGPT to quickly see your Brex information without leaving ChatGPT. You can check recent expenses, find items that need receipts, view reimbursement payout ETAs, look up your cards (non-PII), and see your spend limits.

Important: The ChatGPT app is read-only. To approve or reject expenses, upload receipts, edit memos, create reimbursements, lock cards, or change spend limits, use the Brex dashboard or Brex app.

Get started

Admins (One time)

Step 1: Open the Brex dashboard.

Step 2: Go to Settings > Integrations and select Brex app in ChatGPT.

Step 3: Toggle Enable access for workspace to On.

Step 4: Review the read-only data scopes and select Save.

Step 5: Let your team know they can connect from ChatGPT.

Note: If you do not see the integration, navigate to ChatGPT > Apps > Search for Brex > Connect.

Employees

Step 1: In ChatGPT, open the Brex app in ChatGPT.

Step 2: Select Connect Brex and sign in with your work email (single sign-on if configured).

Step 3: Approve the read-only permission request. You will see a confirmation when connected.

Step 4: Ask a question to get started, for example:

  • "Show me my recent expenses"
  • "Which of my expenses are missing receipts?"
  • "What is my remaining balance on my T&E spend limit?"

To disconnect: In ChatGPT, open the Brex app and select Disconnect. You can also revoke access in the Brex dashboard at Settings > Integrations > Connected apps.

Note: Your admin will need to complete one-time setup before you can use Brex in ChatGPT. If your organization has an Enterprise account on ChatGPT, please contact your admin to first add Brex to your ChatGPT account.

What you can do

  • Expenses: See recent expenses and filter by date, amount, or merchant. Identify items missing receipts.
  • Reimbursements: Check payout ETAs for approved reimbursements.
  • Spend limits: View available limits, remaining balance, and period.
  • Cards (non-PII): See the cards you can use and their status.
  • Admins (optional): Card admin and account admin can ask high-level company spend questions.

Tip: Add filters like a date range, merchant, or amount to narrow results.

Troubleshooting

Can’t connect

  • Make sure your company has access to the Brex app in ChatGPT.
  • Sign in with your work email (single sign-on if configured).
  • Ask a Brex admin to enable the integration at Settings > Integrations.

Results look incomplete

  • Your role may not include that data. Try a narrower query (add a date range, merchant, or amount).

Reimbursement payout date not showing

  • The reimbursement may not be approved yet, or a payout date has not been scheduled.

Disconnect the app

  • In ChatGPT, open the Brex app in ChatGPT and select Disconnect.
  • In the Brex dashboard, revoke access at Settings > Integrations > Connected apps if needed.
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