Brex

Connect Brex and your assistant can work with your spend management — reviewing card and cash transactions, budgets, and users, inviting users and setting limits, creating vendors, and initiating transfers.

What’s included

With Brex connected, your assistant can:

Review spend — list card and cash transactions, cash accounts, budgets, and transfers
Browse your org — look up users, departments, and locations
Manage your team — invite new users as employees and set monthly limits for users
Manage payments — create vendors and initiate transfers
Advanced requests — make direct Brex API calls

Connecting Brex

Go to Integrations
Find Brex and click Connect
Authorize Town in Brex (sign in when prompted)
Return to Town

Your assistant is limited to what your Brex account can see and do. You can revoke access anytime from Brex.

What your assistant can do

Capability	What it does	Makes changes?
List card transactions	See settled transactions for the primary card account	No
List cash transactions	See transactions for a selected cash account	No
Review accounts and budgets	Cash accounts, budgets, transfers, users, departments	No
Invite users	Invite a new user as an employee	Yes
Set user limits	Set a monthly spend limit for a user	Yes
Create vendors	Add a new vendor	Yes
Create transfers	Initiate a payment transfer	Yes
Make API calls	Call other Brex API endpoints directly	Yes

Use cases

Spend review — “summarize last week’s card transactions.”
Expense follow-ups — pair transactions with email context for reconciliation.
Onboarding — invite a new hire and set their monthly limit in one ask.

Good to know

User invites, limit changes, vendor creation, transfers, and direct API calls affect real accounts and can move money — use approval-required tool settings in routines that make changes.

Integrations overview — How integrations give your assistant context
Routines — Automate recurring finance workflows