Using Brex in AI assistants

Brex in ChatGPTGet startedWhat you can doDisconnect the app

Brex in ChatGPT

Early access

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 (without card numbers), 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.

Note: When you use the Brex app in ChatGPT, your queries and responses are processed by OpenAI in accordance with your organization’s ChatGPT plan and OpenAI’s data retention and privacy policies. Please refer to your organization’s agreement with OpenAI and OpenAI’s privacy documentation for details on data handling and retention practices.

Get started

Admins (One time)

Step 1: Open the Brex dashboard.

Step 2: Go to Settings > Beta features and select Brex in AI assistants.

Step 3: In ChatGPT, go to Workspace Settings > Apps > Directory and search for “Brex”

Step 4: Select Enable, configure actions that should be available to your organization (optional) and select Publish.

Step 5: Let your team know they can connect to Brex within 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, then select Connect Brex and sign in with your email associated to Brex (single sign-on if configured in your Brex account).

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 > Personal settings > Connected Integrations.

Note: Your admin will need to complete a 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 (without card numbers): 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 > Beta features.

Results look incomplete

  • Your role may not allow you to access specific data related to expenses or cards. If not access related, 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 > Personal settings > Connected Integrations if needed.
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