Brex (Staging)
Brex is a corporate finance platform built for modern teams, bringing card issuance and spend controls together with visibility into spending and transaction activity. It’s widely used for managing company spending responsibly—helping teams set boundaries, onboard users, and maintain a clear record of cash and card transactions for smoother operations and finance workflows.
With Brex (Staging), BOBs help run day-to-day finance admin and keep transactional data fresh. They can onboard teammates by inviting users to the account, create new cards when you need additional spend access, and set spending limits for the right people—keeping approvals and control aligned with your policies.
When a new transfer happens, BOBs can listen for the transfer event and automatically pull the resulting transaction history for the relevant cash or primary card account. That means your finance and reporting tools stay synchronized without manual lookups, reducing delays and avoiding missed updates.
What can BOBs do with Brex (Staging)?
Perform actions
- Create Card
- Invite User
- List Transactions for Primary Card Account
- List Transactions for Selected Cash Account
- Set Limit for User
Listen to real-time events
- New Transfer Event (Instant)