Intelligent finance, meet Claude

Claude is where you draft proposals, analyze data, and work through the hard stuff. It's also where expense questions tend to sneak in. How much is left on my T&E limit? Did that reimbursement go through? Do I need a receipt for this?

Now you can ask without switching apps. The Brex connector for Claude brings the same AI-native financial intelligence behind Brex's expense automation directly into your workspace with conversational access to your expenses, limits, cards, and policies.

Connect your Brex account to get started.

What you can do

Everyone

• Check which of your expenses need receipts or memos before they're overdue
• Find transactions by merchant, amount, or date
• Check your spend limits and remaining balances
• View your card statuses and details
• Track your reimbursement payouts
• Ask policy questions in plain language

Admins

• Run natural-language queries across company-wide spend, such as spending by category, top merchants, or overall trends

Claude can also create interactive charts and visualizations for answers to your expense questions. Claude will decide when to build a visual for something, or you can ask it to do so directly.

Here are some examples:

Built on Brex intelligence

Inside Brex, AI already handles the tedious parts of expense management like auto-generating receipts, drafting memos from transaction context, enforcing policies, and triaging reviews. It's how Brex customers maintain ~98% policy compliance on average without constant manual effort. The Claude connector extends that same intelligence to where your other work happens.

Read-only today, more coming soon

The connector is focused on answering questions quickly and securely. Your Brex permissions carry over so you only see what you're authorized to, nothing more. When you need to take actions on expenses, like approve reimbursements, upload receipts, or edit memos, you’ll do so in the Brex dashboard or mobile app where audit trails live. Write capabilities and deeper agent-powered workflows are coming soon as part of our broader intelligent finance vision.

The Brex connector is available now in Claude. Connect your account, ask your first question, and get back to what you were working on.