Review transactions against explicit policy
A Brex agent can organize card and transaction activity for a finance reviewer. Give it the accounts, cards, date range, policy version, exception rules, and evidence requirements. It can identify missing receipts, unusual merchants, split charges, out-of-policy categories, or transactions that need a clearer business purpose.
The agent should report the observed condition, not accuse an employee of misconduct. A merchant, amount, or weekend date can be a review signal without proving a policy violation. Route uncertain cases to the cardholder or finance owner with a specific question.
The standalone workflow produces a queue with transaction links, policy references, and proposed follow-up. It does not lock cards, reject expenses, or contact employees automatically.
Reconcile Brex with Xero
Brex supplies the card transaction and supporting spend context. Xero supplies the accounting record, account coding, tax treatment, and reconciliation state. The combined workflow matches the two, shows discrepancies, and prepares corrections for an accountant to approve.
