Integrations · Banks

Connect Brex to Well

Connect Brex through Plaid and Well reads your accounts, balances, and transactions, ready to categorise, reconcile against your invoices, and query in conversation.

Connect BrexSee what Well does

What Well pulls from Brex

Brex feeds your accounts, balances, and transactions into Well through Plaid as a US bank connection. It is read-only; disconnect at any time from your workspace settings to revoke Brex’s access.

From Brex	In Well	Relation
Account	Workspace account	Syncs as
Transaction	Bank transaction	Imports as
Balance	Cash position	Updates

Sync mode: incremental polling
Refresh: scheduled
Direction: Brex → Well

Brex bank details

ACH routing numbers: 021414125121145349211075086
Institution type: Bank
Region: United States

What Well reads through Plaid

accounts
balances
transactions

What Well does with your Brex connection

Connect

Connect Brex over Plaid: you authenticate with Brex through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.

Sync

Well brings account, transaction, and balance 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 workspace account, bank transaction, and cash position, 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 workspace account, bank transaction, and cash position 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 Well

Ask anything about your Brex connection

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Connect Brex in three steps

01
Connect Brex through Plaid
From Well's Connections panel, search for Brex and click Connect. Well opens Plaid's secure flow, where you authenticate on Brex's side. Your Brex login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
02
Map your entities
Well imports your Brex accounts, balances, and transactions and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history Brex makes available.
- Mappingpreconfigured by Well
03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. Brex is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes

The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.

How Brex stays secure with Well

Well connects to Brex through Plaid, the bank-aggregation layer. You authenticate on Brex's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, and transactions, but cannot move money, initiate a payment, or change anything at Brex. Disconnect any time from Well or your Plaid dashboard.

PlaidEncrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requests

Read Brex records
The accounts, balances, and transactions Brex shares through Plaid, scoped by your authorisation.
granted
Resolve account, transaction, and balance across your stack
Match identifiers in Brex against the same entities your other connected tools expose, so each record carries cross-tool context.
granted
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 Plaid tokens we never see.
refused

Disconnect any time from Well settings or Brex’s admin panel.

Frequently asked questions about Brex and Well

How do I connect Brex to Well, and how long does it take?

From Well, open Connections, find Brex, and click Connect. Well links Brex through Plaid: you authenticate on Brex's side in Plaid's secure flow, and Well receives a read-only connection. Your Brex login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, and transactions right after.

What does Well pull into the workspace from Brex?

Well brings in account, transaction, and balance from Brex and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Brex stays the source of truth while Well lets you query the data alongside the rest of your stack.

What does Brex unlock once it is connected to Well?

Once Brex is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Brex source, so you can always trace a workspace record back to the original.

Can Well surface a balance from Brex when I ask questions in conversation?

Yes. Brex balances are indexed in your workspace as cash position, so questions like "show me last week's balances from Brex" return them with the original Brex link, the workspace context, and any related records (counterparty, period, attached document) joined inline.

How often does Brex sync with Well, and what triggers a refresh?

Well polls Brex regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Brex's side stays modest.

Can I disconnect Brex and what happens to the data Well already pulled?

Open Connections > Brex in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Brex; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.

What is Brex's routing number?

Brex's ACH routing numbers are 021414125, 121145349, and 211075086. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Brex's side, and the routing number is shown here as a reference.

Which region does Brex cover in Well?

Brex is a US institution, connected through Plaid. Well reads its accounts, balances, and transactions as a read-only feed and never moves money or changes anything at Brex.