Connect Brex to Well
Import Brex transaction and company record into Well. Match each one to the ledger line and customer it settles against in your 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…
36 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 the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
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
Walk the whole month-end sweep in one prompt.
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 your workspaces can save.
Subscription actions
Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.
Personal spending
See what you spent on one category, such as groceries, this month and how that compares to a usual month.
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
Authorise Brex via OAuth 2.0
Open Well's Connections panel, find Brex, and click Connect. You're redirected to Brex's authorize screen, where you'll see the exact scopes Well requests. Approve, and you land back in Well with the connection live.
- AuthOAuth 2.0
- Accessread-only
- 02
Map your entities
Well reads transaction and company record from Brex on first connect and brings each record into your workspace using the canonical mappings defined in Well's data-views layer.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, or let agents act on Brex records. Brex is read-only in Well; the records stay in your workspace with the original source identifier preserved.
- First syncstarts as soon as connect completes
OAuth handshake typically under a minute. Backfill of historical records runs in the background; you can use Well in conversation against incoming records while the backfill completes.
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 do I connect Brex to Well, and how long does it take?
Open Connections in Well, pick Brex, and click Connect. You're redirected to Brex's OAuth screen, you approve the scopes Well requests, and you land back in Well with the connection live. The whole flow runs under a minute and never requires you to handle client credentials.
What does Well pull into the workspace from Brex?
Well brings in transaction, and company record from Brex and reshapes each entity into your workspace: transaction becomes ledger line; company record becomes customer. 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.
How does Well surface Brex customer balances and historical activity?
Each Brex customer carries their full payment history, outstanding balance, and dispute record in Well. Ask "what's our lifetime revenue from Globex through Brex" and the answer joins every payment, refund, and dispute to a single customer view, with the source Brex identifiers preserved.
How does Well preserve the link from a workspace ledger line back to the original transaction in Brex?
Every workspace ledger line built from Brex carries the source transaction identifier plus a deep link back to the original record. From a workspace page, one click takes you to the Brex record; from Brex, the workspace identifier travels back so you can search either direction. The link survives every subsequent enrichment Well runs.
How often does Brex sync with Well, and what triggers a refresh?
Well polls Brex regularly for transaction and company record. 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 calls Brex's token revocation endpoint and stops calling Brex immediately on its side; provider-side propagation to Brex's admin panel varies by provider. The transaction and company record Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
How does Well protect what it pulls in from Brex?
The Brex records Well holds are encrypted at rest and handled in line with GDPR. See /privacy for the current data-handling policy.
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.