Weekly spend digest
Every week Zaira reads your expenses, spend limits, and banking activity and posts a clean “what was spent, biggest merchants, limit health” summary — plus anything missing a receipt — to your Slack or email.
Brex AI Agent
Connect your Brex to Zaira autonomous AI agent. Describe what you need in plain language, Zaira will use Brex actions like expense review and analytics to get the job done for you.
01Capabilities
What can your Brex AI agent do?
The full Brex toolkit in one conversation — card spend controls, expenses, bill pay, and virtual cards with limits — no code. Zaira carries out tasks using the supported actions listed here.
- List and filter expenses, review receipts and payout dates
- Ask high-level company spend questions (admin)
- Update memos and assign expenses to spend limits
- List cards with filtering and inspect card details
- Review spend limits and expense policy details
- List business bank accounts and transactions
- Manage bills, vendors, and accounting records
- List trips, bookings, and group travel events
- Look up users, cost centers, departments, and legal entities
02Use Cases
Automate your Brex tasks with Zaira effortlessly
See how people are automating their Brex tasks with Zaira while they sleep.
Missing receipt & memo reminders
On a schedule, Zaira pulls the expenses missing receipts or memos and flags each cardholder — or collects them for finance — so nothing is stuck when close week arrives.
Budget & spend limit alerts to Slack
When a budget or spend limit crosses your threshold, the budget owner gets alerted — before a card is declined at checkout.
Out-of-policy & anomaly flags
Expenses that look wrong — wrong category, unknown vendor, or above threshold — get flagged with summarized context to #finance, before they're buried in a month of rows.
Month-end prep & close pack
Before close week, Zaira assembles the uncoded and unreceipted expenses grouped by owner, outstanding bills, and banking balances into a prep pack for your Sheets or Docs.
03How it works
How to set up your Brex AI agent
Connect Brex in one click, put finances on autopilot, and watch spend digests and alerts delivered to Slack and Sheets — no code. Run tasks on demand; recurring runs depend on the workflow's supported capabilities.
01
Connect your Brex account in one click
Sign in with your Brex account (OAuth) and Zaira wires up the official Brex MCP server for you — no code, no config files, nothing to download.
02
Put your finances on autopilot
Tell Zaira what to watch and when — weekly spend digests and budget alerts to Slack or email, missing-receipt reminders, and a month-end prep pack on a schedule.
03
Close week without the scramble
Weekly spend digests and budget alerts land in Slack or email before close week — with missing receipts chased and the month-end pack prepared on schedule.
05FAQ
Frequently asked questions
See the answers to the questions people ask about how Brex works with Zaira.
You choose a task and Zaira uses supported Brex actions, including expense review and analytics, to carry it out. Tasks can run on demand; recurring or event-triggered runs depend on the workflow's available capabilities.
No. The Brex AI integration from Zaira works with zero code. You sign in with your Brex account in one click (OAuth) and Zaira wires up the official Brex MCP server for you — no code, no config files, nothing to download. After that you just ask in plain language.
Zaira can review your expenses, cards and spend limits, banking transactions, bills and vendors, and travel bookings — and act on them — publishing weekly spend digests, missing-receipt reminders, budget alerts, and a month-end close pack to your Slack, email, Docs, or Sheets.
Yes. Tell Zaira what to watch and when — a weekly spend digest, a daily missing-receipt check, an instant alert whenever a budget crosses its threshold. Both run automatically, nothing to build or maintain.
Brex's AI — auto-generated receipts, memos, GL coding, and policy enforcement — works inside the Brex dashboard, and its early ChatGPT and Claude connectors are read-only and on-demand: you go ask, it answers. Zaira keeps the same one-click connection and adds scheduled, cross-tool automation delivered to your Slack, email, Sheets, and Docs — for owners who don't live in the dashboard.
Connecting Brex yourself means adding server configs and authenticating per app, and you only get answers when you ask — Brex's MCP server has no triggers and no scheduler, so nothing fires when a transaction posts. Zaira connects once (the same official server, wired for you), then adds the watching, scheduling, and delivery that MCP doesn't have.
Within the permissions you authorize — and scoped to what your Brex role already allows — Zaira can tidy up your own expenses: update memos, attach receipts, add attendees, and assign spend limits. Money-moving actions like approvals, card issuance, and bill payments stay in the Brex dashboard with their audit trails.