Neotask uses AI agents to manage your Brex cards, expenses, and spend limits - corporate card control through plain conversation.
Check card balances, limits, and recent transactions across your team
Review and approve expense submissions without opening the Brex portal
Set and update spend limits on individual or department cards
What You Can Do
Card & Balance Management
Check current balances and available credit on Brex cards, see which cards are active, and get a spend summary across the whole team without logging into the portal.
Expense Review & Approval
Surface pending expense submissions, see receipts and memos, and approve or flag expenses for follow-up - all through conversation rather than clicking through a queue.
Spend Limits & Controls
Ask about current spend limits on specific cards, request a limit increase or decrease, and see which cards are approaching their limits before the month closes.
Transaction Search
Find specific transactions by amount, merchant, employee, or date. Useful for reconciling a specific charge or investigating an unexpected expense.
Budget Tracking
Compare actual spend against budget for a department or card group, see how much runway remains for the month, and identify categories running over budget.
Try Asking
"What's the current balance and limit on the marketing team's Brex card?"
"Show me all expenses submitted this week that haven't been approved yet."
"Which cards are within 20% of their monthly limit?"
"Find all transactions at Uber Eats in the past two weeks."
"How much has the engineering team spent on software this month?"
"Increase the limit on card ending in 4821 to $5,000."
"What's our total company spend so far this month?"
"Are there any expenses missing receipts?"
Pro Tips
Use limit queries at month-end to catch departments approaching ceilings before they hit them - easier to act proactively than reactively.
When reviewing expenses, ask for "missing receipt" filters first - those are the ones that need attention before the books close.
Brex spend data is near-real-time, so transaction queries are reliable for same-day reconciliation.
Pair department spend queries with headcount to get per-employee spend rates - useful for budget planning conversations.
Neotask can draft approval or rejection messages for expense submissions - ask it to compose a note explaining the reason when flagging an expense.
Multiple workspaces and capacity for larger teams.
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