Integrations / Accounting
Check Brex spend and sort out limits from WhatsApp
A staff member's card has hit its limit halfway through a trip. A new supplier needs adding before you can pay them, and your laptop is at home. You run spend on Brex, but every one of those jobs waits for a login. With Flann, you ask on WhatsApp instead. Look-ups on expenses, statements and transfers come back straight away.
83 actions in Brex. 46 only look things up, and 37 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Brex
Type it or say it in a voice note. Flann works out which Brex action you mean.
“Look up the expense in Brex.”
“Look up the card expense in Brex.”
“Show me my card accounts in Brex.”
“Create a vendor in Brex.”
“Update the expense in Brex.”
“Create a document upload in Brex.”
How Flann works with your Brex account
Ask Flann on WhatsApp and look-ups come back straight away.
Connecting takes one step. You paste your Brex API key into a secure form in Flann, and that's the set-up. There's no workflow to design and no trigger to map. Brex is included in every Flann plan, so adding it doesn't put anything extra on top of what you already pay, and you can start asking questions as soon as the key is in.
Look-ups run straight away and change nothing in Brex. Ask Flann to list this month's expenses, pull up a card expense, show recent card statements, list transfers or give you a budget's details, and the answer lands in the chat. Changes work differently.
Voice notes work too, which helps when you're driving. Flann transcribes them and treats them like typed messages, though it doesn't speak or call anyone, staff or suppliers.
- "What's gone on Tom's card this month?"
- "List the transfers that went out last week."
- "Raise Priya's spend limit for the trip."
- "Add Harbour Print as a vendor."
- "Archive the spring events budget."
What Flann can work with in Brex
Brex gives Flann 83 actions across 26 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Vendors | createdeletelook upupdate | 5 |
| Expenses | createlook upupdate | 4 |
| Cards | createlook up | 3 |
| Locations | createlook up | 3 |
| Transactions | look upsearch | 3 |
| Users | createlook upupdate | 3 |
| Spend limits | archivecreatelook upupdate | 7 |
| Budgets | archivecreatelook upupdate | 5 |
Here is what changes when Brex goes through Flann instead of its own screens.
| Compare | In Brex yourselfYou click through each job | Flann on BrexYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about expenses | By hand, screen by screen | 46 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 37 changes, made from a message |
| Brex records | All of them, one screen at a time | 26 kinds, from one chat |
| Set-up | Nothing new to set up | Your Brex API key, once |
YesPartlyNo
Step by step: Brex jobs you can hand to Flann
What happens between your message and the result in Brex.
Create an expense from a voice note
- You message Flann on WhatsApp: “Create an expense in Brex with these details.”
- Flann runs
List Expensesin Brex and shows you what it found. - Flann runs
Create Expensein Brex. - Flann creates it in Brex and confirms in the chat.
Get answers about your cards
- You message Flann on WhatsApp: “What is the latest on our cards in Brex?”
- Flann runs
List CardsandGet Card Detailsin Brex and shows you what it found. - Nothing in Brex is changed: these are look-ups, so they run straight away.
Fix a vendor without opening Brex
- You message Flann on WhatsApp: “Change the vendor in Brex: here is what is different.”
- Flann runs
List Vendorsin Brex and shows you what it found. - Flann runs
Update Vendorin Brex. - Flann makes the change in Brex and confirms in the chat.
The Brex jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Month-end tidy for your accountant
Today
Before the accountant asks, someone has to find the uncategorised transactions, missing receipts and invoices left in draft. That someone is usually you, late on the last day of the month.
With Flann
“What is still loose in Brex before I send the month to my accountant?”
Across Brex, Flann looks for uncategorised lines, expenses with no receipt, drafts never issued and anything that looks duplicated, then sends you the lot as one tidy list. Obvious fixes come with a suggestion.
What you stop doing: The accountant stops sending you the same questions every month.
A Monday look at the money
Today
On Monday mornings you want to know where the money stands, but the answer is spread across several screens in Brex. So you guess, and plan the week on a hunch.
With Flann
“How do we stand this week? Cash in, cash out and anything overdue.”
Reading Brex, Flann gives you a short picture of the week ahead: what is due in, what is due out and which invoices have just tipped into overdue. Nothing is changed.
What you stop doing: Planning the week no longer starts with guesswork.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Brex
- Search for Brex in Flann’s Connectors.
- Paste your Brex API key into the secure form Flann opens. You will find the key in your Brex account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Brex action itself.
Reading from Brex is instant. Brex stays connected until you remove it in Connectors.
Ways to use Brex with Flann
Chase what is owed
Ask Flann who still owes you. It checks Brex, lists the open items and drafts a reminder for each customer.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Brex and shows it to you before saving.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Brex, before you answer.
Everything Flann can do in Brex
All 83 Brex actions, as Flann sees them.
Looks up 46
- Get Budget Details
- Get Card Expense
- Get Company Details
- Get Expense
- Get Legal Entity
- Get Referral By ID
- Get Spend Limit By ID
- Get User Limit
- Get Vendor By ID
- List Card Accounts
- List Card Statements
- List Expenses
- List Legal Entities
- List Transfers
- List Webhook Secrets
- Get Account Statements
- Get Card Details
- Get Card Number
- Get Card Transactions
- Get Company Cash Accounts
- Get Department By ID
- Get Field By ID
- Get Field Value By ID
- Get Location By ID
- Get Spend Limits
- Get Title by ID
- Get Transaction by ID
- Get Transactions by Amount Range
- Get User Profile
- Get Webhook Group
and 16 more
Changes 37
- Create Document Upload for Referral
- Create Receipt Upload for Expense
- Create Spend Limit
- Create Spend Limit (Budget V1)
- Create Vendor
- Create Webhook Subscription
- Set User Limit
- Update Expense
- Update Spend Limit
- Update Spend Limit (V1)
- Add Webhook Group Members
- Archive Budget
- Archive Spend Limit
- Create Budget
- Create Card
- Create Custom Field
- Create Department
- Create Expense
- Create Field Values
- Create Job Title
- Create Location
- Create Receipt Match
- Create Referral Request
- Create User
- Create Webhook Group
- Delete Field
- Delete Field Values
- Delete Vendor
- Transfer Card
- Update Budget
and 7 more
More Accounting apps Flann works with
StripeCommon questions
Is the Brex integration an extra cost?
No. Brex is included in every Flann plan, so connecting it adds nothing to what you pay. You connect it with your API key, and the look-ups and changes described on this page come with it.
What can Flann do with vendors in Brex?
Flann can create, delete, look up and update vendors in Brex, using 5 actions (Create Vendor, Delete Vendor, Get Vendor By ID, List Vendors and more). Looking up runs straight away and changes nothing. The other actions create or change vendors in Brex.
What can Flann do with expenses in Brex?
Flann can create, look up and update expenses in Brex, using 4 actions (Create Expense, Get Expense, List Expenses, Update Expense). Looking up runs straight away and changes nothing. The other actions create or change expenses in Brex.
How does Flann connect to Brex?
Open Connectors in Flann, choose Brex and paste your Brex API key into a secure form. You will find the key in your Brex account settings. Once it is connected, Flann can use 83 actions in Brex.
How do I ask Flann to do something in Brex?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Brex action that fits and asks if anything is missing.
Is Brex included in my Flann plan?
Yes. Every Flann plan includes every app, Brex included.