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Receipts and Expenses

Let Brex Assistant Fill Receipts, Memos and Categories

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What the source describes

Brex's support article describes Brex Assistant as an AI-powered assistant that can automatically populate and suggest receipts, memos, expense categories and attendees for card expenses. In auto-pilot mode it fills in expense information and assigns spend limits and categories, and it comments on expenses that violate policy to request more information. Managers get natural-language expense search, automated receipt audit and flags on high-risk expenses.

Result or outcome

According to the source, Brex Assistant makes it easier and faster for employees to complete time-consuming expense tasks and automatically follows up on policy violations, so finance teams spend less time chasing missing documentation.

How to run it

  1. As an admin, go to Company settings, then Brex Assistant, toggle on the employee features you want, and choose Basic or Advanced memo requirements.
  2. Have cardholders turn on Auto-pilot mode and optionally connect Google Calendar so the Assistant can match expenses to calendar events.
  3. Let the Assistant fill receipts, memos, categories and attendees, and comment on expenses that break policy to request missing information.
  4. For memos still unclear at review, paste the prompt on this page into an AI chat to draft business-purpose memos and cardholder questions.
  5. Review the Assistant's activity and accounting rule recommendations, correct categories, and toggle off features that are not working for the client.

Try it yourself

Copyable prompt

Help me write clear expense memos for a batch of card transactions so they make sense at year end. For each transaction below I have the merchant, amount, date, cardholder role and any calendar or trip context I know. Write a one-line memo (under 15 words) that states the business purpose, and suggest an expense category from this chart of accounts: [paste categories]. If the business purpose is unclear or the purchase could be personal, do not invent one: write "NEEDS EXPLANATION" and draft a short, polite question I can send the cardholder.

Transactions: [merchant, amount, date, cardholder role, context]

Replace the [bracketed] placeholders. Remove client names, account numbers, and personal data before pasting into any AI tool.

What to review

Brex itself warns the Assistant may make mistakes, so check auto-filled memos and categories against the receipt and the client's chart of accounts before syncing. Confirm attendees and business purpose for meals and travel with the cardholder rather than accepting a calendar-based guess. Never invent a purpose for a possibly personal charge; leave it flagged until the cardholder explains it.

Related free download: 50 AI Prompts for Bookkeepers (Prompt pack (PDF))

Source: Brex Support

Not professional advice. This is general information, not accounting, tax, legal or financial advice. Check AI output yourself and consult a licensed professional for your situation. See our Terms of Use.

This entry summarizes a public source. Features, plans, and availability change, so confirm details with the vendor. Tool names are trademarks of their respective owners.

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