Brex + Orcabase

Ask where your Brex spend goes.

Sync Brex through Fivetran and ask what you spend by team, vendor and category, and what renews next month, in plain words, next to revenue and your books.

Get started How to connect

Synced by Fivetran
Syncs every 6 hours
No Fivetran account needed

AgentBrex connected

Which subscriptions renew next month, and what will they cost?

Reading your Brex data…

Fourteen subscriptions renew next month, for $4.1k in total.

The two biggest are annual renewals: $1.6k together.
Subscription spend is up 11% since March.
Most renewals land in the first week of the month.

Subscription spend by month, $k

How I got this· 4 steps

Looked at your Brex card transactions
Found charges that repeat monthly or yearly
Worked out which renew next month
Added up what they’ll cost

Example answer. Numbers are illustrative.

In plain words

How do I analyze Brex spend?

Brex records every card purchase and expense, with its team and budget. Fivetran copies them into a database Orcabase hosts for you, next to your revenue and your books.

Ask what renews next month, which team spends most, or how spend tracks against budget, and get the answer with a chart.

Ask in plain words

What you can ask about your Brex data

The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.

Meet the data agent

What did we spend by category last month?
Which subscriptions renew next month?
How much did each team spend this quarter?
Which vendors did we pay most this year?
Which expenses are missing receipts?
How is spend tracking against budget?
What did travel cost us, month by month?
Show me card spend next to revenue.

What comes in

Your Brex data, ready to ask about.

A copy in a database Orcabase hosts for you, with its own folder for each app.

Card transactions

Every purchase, with merchant, category, amount and cardholder.

Expenses

Expense details, receipts and memos.

Users and departments

Who spends, and which team they’re in.

Budgets

Spend limits, and how much of each is used.

Numbers worth defining

Define them once. Every answer agrees.

Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Brex data.

How metrics work

Monthly spend
Card spend and expenses, each month.
Recurring spend
Charges that repeat monthly or yearly.
Budget used
Spend so far as a share of each budget.
Spend as a share of revenue
Total spend divided by revenue, each month.

Dashboards to start with

Your Brex numbers at a glance.

Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.

Spend

4 charts

Spend by category
Spend by team
Top vendors
Budget used

Recurring

3 charts

Recurring spend by month
Renewals next month
Spend as a share of revenue

About dashboards

Better together

Ask across Brex and the rest of your business.

The best questions need more than one app. The agent can pull from several sources for one answer.

“Does Brex spend match what’s in the books?”

Brex + Xero

“What share of revenue goes to tools and travel?”

Brex + Stripe

“How does spend compare with the budget in our sheet?”

Brex + Google Sheets

How to connect

Connect Brex, step by step.

1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Brex. Pick the database to sync into.
2
Connect Brex on Fivetran’s page
Fivetran’s page asks for a Brex token, which an admin creates under Settings → Developer with the read scopes selected.
3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Brex data.

What you’ll need

A Brex login with the Administrator role, to create a token with read access.
The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.

At a glance

How it connects: Synced by Fivetran
How fresh: Every 6 hours, as standard.
Where your data lives: A copy in a database Orcabase hosts for you, with its own folder for each app.
Who can set it up: An admin in your organization.
Your login: You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
Cost: Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.

Sync apps with FivetranStep-by-step, in the docs.

Questions

About Brex and Orcabase

More in the docs: Sync apps with Fivetran

Does the token let anyone spend money?

No. Give it read scopes only; it can see your data but can’t pay, move money or change cards. Orcabase only reads the synced copy.

Can I see spend by team?

Yes. Every transaction keeps its cardholder and department, so any number can be split by team.

Do I need a Fivetran account?

No. Orcabase uses its own. You sign in to Brex on Fivetran’s page, and the data lands in a database Orcabase hosts for you, so there’s nothing else to set up or pay Fivetran for.

How fresh is my Brex data in Orcabase?

Fivetran syncs it every 6 hours as standard, and an admin can run a sync by hand at any time. The page for each source shows when it last synced and when it syncs next.

What does syncing cost?

Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard. Each distinct row that’s added or changed in a month counts once, however often it changes, and the first full copy is free. You choose which tables sync, so you only spend the allowance on what you need.

Keep exploring

More data sources

All data sources

Your Brex data already has the answers.

Connect it, ask your first question, and pin the answers you want to see every week.

Get started All data sources