Brex is one of the spend platforms Filed connects to. Ask Filed about the cards, spend, and transactions the connected account can see, whether that is a one-off question during review or a Routine that runs before every close. Read-only access works well for reporting and reconciliation.
Read access is always on. Write access is a separate setting your firm enables only after the connection is verified, and Brex's own entity and finance-role access controls what Filed can reach.
How it works
- Review card spend and transaction information
- Support reporting and reconciliation work
- Prepare approved changes when Write is enabled
- Automate recurring spend checks with Routines
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Brex information for [client name] for [date range].
Find items in Brex that need review before [deadline].
With write access enabled, prepare the approved Brex update and show the proposed changes first.
The questions firms ask us
Sign in through Filed's integration provider, Composio, with a user who can access the required cards, spend, and transactions, then approve access.
Filed only sees what the connected user can see. Review that user's Brex role and entity access.
Only when your firm enables Write on the connection. Read-only is the sensible default for reporting and reconciliation.