Brex
Filament

Ask questions about your Brex data

Connect Brex to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

Brex shows you card spending and department budgets, but understanding how expenses correlate with project delivery, revenue growth, or team productivity requires connecting to your project management and financial tools. Filament links Brex transaction data with your CRM, accounting software, and project trackers so you can analyze spending efficiency, vendor concentration, and budget utilization across your business in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Brex KPIs with Filament Analytics

Connect your Brex account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Brex metrics you can track in Filament:

Card Transactions
Track every corporate card purchase with merchant_name, amount, category, cardholder_id, department_id, and receipt_url. See spending patterns across teams and vendors.
records:
merchant_nameamountcategorycardholder_iddepartment_idreceipt_url
Expense Reports
Monitor submitted expenses with report_id, status, submitter_id, line_items, approval_date, and reimbursement_amount. Track approval cycles and reimbursement timing.
records:
report_idstatussubmitter_idline_itemsapproval_datereimbursement_amount
Users and Roles
Analyze spending by employee with user_id, role, department, manager_id, card_limit, and status. Connect spending patterns to organizational structure.
records:
user_idroledepartmentmanager_idcard_limitstatus
Departments and Cost Centers
Track budget allocation with department_id, name, cost_center, budget_limit, current_spend, and parent_department. Monitor how teams use their budgets.
records:
department_idnamecost_centerbudget_limitcurrent_spendparent_department
Card Details
Manage card inventory with card_id, type, assigned_user, spend_limit, status, and expiration_date. Track virtual and physical card distribution.
records:
card_idtypeassigned_userspend_limitstatusexpiration_date
Vendor and Merchant Data
Analyze vendor relationships with merchant_id, merchant_name, category, total_spend, transaction_count, and last_transaction_date. Identify spending concentration and vendor patterns.
records:
merchant_idmerchant_namecategorytotal_spendtransaction_countlast_transaction_date
Budgets and Limits
Monitor budget health with budget_id, period, allocated_amount, spent_amount, remaining_amount, and owner_id. Track utilization across time periods.
records:
budget_idperiodallocated_amountspent_amountremaining_amountowner_id
Reimbursements
Track employee reimbursements with reimbursement_id, employee_id, amount, submission_date, payment_status, and payment_date. Monitor reimbursement cycles and timing.
records:
reimbursement_idemployee_idamountsubmission_datepayment_statuspayment_date
Filament Pixel Logo

Combine Brex with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Brex lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Brex data gets even more powerful when combined with other tools:

Brex
Xero

Brex + Xero

Connect Brex card transactions with Xero invoices and payments to reconcile spending against revenue. See which vendors and expense categories align with your most profitable periods, or track how department spending correlates with cash flow.

Brex
Asana

Brex + Asana

Connect Brex expenses with Asana project timelines to see how spending tracks against project delivery. Analyze which projects run over budget, which vendors are tied to specific initiatives, or how team spending patterns change across project phases.

Brex
HubSpot

Brex + HubSpot

Connect Brex spending data with HubSpot deals and revenue to understand your customer acquisition costs. See how marketing and sales expenses correlate with closed deals, or track which departments contribute most to revenue-generating activities.

Benefits of Filament's Brex Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Brex account

Connect your Brex account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Brex data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Brex dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Brex integration FAQ

Everything you need to know about connecting Brex with Filament and getting the most out of your data.