Brex

Finance

Neotask uses OpenClaw to manage your Brex cards, expenses, and spend limits — corporate card control through plain conversation.

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.

    • Works Well With