Brex

Track company spend, expenses, and budgets in real-time with automated financial dashboards from your Brex account.

Overview

Connect Brex to visualize company spending patterns, department budgets, and expense trends without manual report exports. Perfect for finance teams monitoring burn rate, department heads tracking team expenses, or executives reviewing company-wide financial health. Dashboards update as transactions process.

How it works

Authorize Lumis to access your Brex account data through secure OAuth. Select which metrics to track—transactions, budgets, vendors, categories—and Lumis generates appropriate visualizations. Set up alerts for budget thresholds or unusual spending patterns. Historical data is imported automatically for trend analysis.

Configure - implementation details

Brex webhooks notify Lumis of new transactions for instant dashboard updates. Expense categorization and merchant data enrich visualizations automatically.

// Brex transaction aggregation
async function aggregateExpenses(startDate, endDate) {
  const transactions = await brex.transactions.list({
    posted_at_start: startDate,
    posted_at_end: endDate
  });
  
  return transactions.reduce((acc, txn) => {
    acc[txn.category] = (acc[txn.category] || 0) + txn.amount;
    return acc;
  }, {});
}

Brex

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