Brex
Employees ask about budgets, transactions, and card limits every day. Your AI agent pulls answers straight from Brex in real-time. Finance teams stop fielding repetitive spending questions, and employees get instant clarity on their cards, expenses, and budget availability.
Your AI agent retrieves transaction histories, checks budget allocations, and looks up card details from Brex, giving your finance team hours back every week.
Brex
Real scenarios where AI agents handle budget inquiries, transaction lookups, and card questions that typically flood your finance team's inbox.
A marketing manager wants to know if there is room in the budget for a new ad tool subscription. They message the AI Agent, which retrieves the marketing budget from Brex, confirms $3,200 remains from the monthly allocation, and shows the last five transactions against that budget. The manager makes an informed purchase decision in under a minute. Finance never gets the email asking "how much budget do I have left?"
Your controller asks the AI Agent to pull all transactions over $500 from last quarter. The agent queries Brex by amount range and date, returning a filtered list with merchant names, card owners, and dates. What used to involve exporting CSVs and building pivot tables becomes a conversational request that delivers results in seconds.
HR onboards a new engineer and needs them set up with a Brex card and engineering budget access. The AI Agent creates the user in Brex, issues a virtual card with the right spend controls, and assigns it to the engineering budget. The new hire has spending access on day one. The finance team handles one less onboarding checklist item.
Brex
FAQs
The agent calls Brex's Get Transactions API with date range filters. It can also filter by description text to find charges from specific vendors, or by amount range to surface high-value transactions. Results include merchant name, amount, currency, posting date, and card details. All queries happen in real-time.
Yes. The agent uses Brex's Create Card API to issue virtual or physical cards, assign them to specific users, and set spending controls including total limits and velocity controls like daily, weekly, or monthly caps. Cards are created programmatically during the conversation.
It depends on what actions you want the agent to perform. Read-only access is sufficient for transaction lookups and budget checks. Creating cards, managing users, or updating budgets requires appropriate write permissions. You control the scope through your Brex OAuth settings or API token permissions.
No. Tars queries the Brex API in real-time during each conversation. Transaction amounts, card numbers, budget allocations, and user information are fetched live and used only to respond to the current request. No financial data is cached or stored outside the active session.
Yes. You can configure the agent to scope queries to the requesting user's cards and budgets. The Brex API supports user-specific data retrieval, and the agent can be set up to only return information relevant to the authenticated employee.
The Brex app requires employees to log in and navigate to the right section. Tars AI Agents bring Brex data into wherever your team already communicates, including Slack, WhatsApp, or your website. Employees ask in natural language and get answers instantly, without switching apps or remembering how to navigate Brex.
Yes. Brex supports transactions in multiple currencies, and the agent retrieves the full transaction record including original currency and USD equivalent amounts. It presents this clearly in conversation so employees understand cross-border charges.
The agent returns the transaction status as reported by Brex, including pending, posted, or reversed states. If a transaction is pending, the agent explains that the charge has not fully posted yet and may still change. No misleading information about incomplete transactions.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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