Connect Brex to Well
Well pulls company details and transaction activity from Brex into your central context workspace
What Well pulls from Brex
Brex feeds transaction, company record into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Brex’s access.
| From Brex | In Well | Relation | |
|---|---|---|---|
| Transaction | Ledger line | Becomes | |
| Company record | Customer | Enriches |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Brex → Well
What Well does with your Brex connection
Connect
Connect Brex over OAuth 2.0: you approve on Brex's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings transaction and company record in from Brex on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Brex entity into ledger line and customer, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Brex lands in the workspace as ledger line and customer you can search, chart, and automate.
Questions Brex unlocks
Ask in plain language. Well answers from your connected Brex connection, resolved against the rest of your stack.
Ask anything about your Brex connection
Ask about your Brex connection…
37 agent skills run on Brex.
Each one answers a question from live Brex data. The required ones return nothing until a source like it is connected.
Needs a source like Brex
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find double charges and price rises in your bank debits, each with the dates and amounts.
Secure Payroll
Know if payroll is safe, and which vendor bills to push if it is not.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Burn rate
Know what you spend in an average month over a window you can see, with the months that carried no spend counted.
Cash forecast
See the settled month-end cash series and where the line goes from the last complete month.
Cash flow bridge
See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.
Missing supplier invoices
See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.
Assign missing invoices
Put a name on every settled expense that still has no invoice.
Missing invoice sweep
Get the invoices missing for a month, from Gmail, supplier portals and the bank feed.
Close the books
Drive the month-end close from open to sent to your accounting tool.
Accounting review
Work through your open accounting items by category.
Categorize your suppliers
Close the category gaps behind your spend before you close a month.
Board pack
The board numbers in one pass, each with its scope and its window stated.
Optimize Supplier Prices
See what you paid a supplier, how its price moved, and get the negotiation email drafted.
Subscription spend
See what each scheduled supplier costs a month and a year, how it moved, and where to save.
Subscription actions
Act on a subscription you name or pick by number: cancel, renegotiate or contest a double debit.
Personal spending
See what you spent on one category, such as groceries, this month against a usual month.
Upcoming payments
See what leaves your account before payday, day by day, and what is left.
Unposted and blocked
See what in a month has not reached the ledger, and which pile each item sits in.
Check bank and books
Compare your bank with your books, list the gaps, and re-run what missed rows.
Answers better with Brex
FX exposure
See how much of your cash and receivables sit outside your reporting currency.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Invoice fetching agents
See exactly which agents would run, before any of them does.
Convert currencies
Turn mixed currencies into one number you can actually audit.
Compose a board
The measures you name, arranged on one board that stores the question rather than the answer.
Call and claim
Claim a refund or a compensation with the evidence in hand, and know what to say when you call.
Money back
Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.
Employer cost
Read a month of payslips, or each of several months, and state, per person, gross pay plus the employee deductions and the employer charges the payslip printed, then list the payroll related bills paid from the bank that no payslip carries.
Check contractor status
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Uses Brex when it is there
Connects and checks Brex
Connect Brex in three steps
- 01
Select Brex in your workspace
Choose Brex from the list of source connections inside your workspace settings.
- AuthOAuth 2.0
- Accessread-only
- 02
Map your entities
Authorize Well to access your Brex company details and transaction records.
- Mappingpreconfigured by Well
- 03
Use the data
Confirm the connection to start pulling Brex transactions into your workspace background context.
- First syncstarts as soon as connect completes
Brex data remains read-only within Well.
How Brex stays secure with Well
Well calls Brex's API with an OAuth 2.0 token scoped to transaction and company record. Brex's consent screen shows you the same list before you approve. Brex enforces scope server-side; authentication runs entirely through Brex's authorize screen so Well never sees your credentials. Tokens refresh automatically; rotation is one click away.
- granted
Read Brex records
Endpoints the Brex API token grants, scoped by your consent.
- granted
Resolve transaction and company record across your stack
Match identifiers in Brex against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Brex records
Not granted; Brex is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Brex passwords or session cookies
Authentication runs through OAuth 2.0 tokens we never see.
Frequently asked questions about Brex and Well
How does Well access my Brex account?
Well reads company profile information and transaction records directly through a read-only connection. Well does not write or modify any data inside Brex.
How frequently does Well refresh Brex transaction records?
Well pulls transaction details and company profile updates automatically in the background to keep your workspace current.
Pairs well with Brex
Popular cross-category
Ready to connect Brex?
Connect once. Every transaction, company record from Brex becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.