AI for Brex that knows the rest of your business
Brex holds the money coming in and going out. Liaison connects to it with access you grant and reads payments, payouts, refunds and card spend, and ties every dollar back to the customer, the invoice and the books.
Because it reads Brex together with your books, your CRM and your store, an answer about the money coming in and going out comes with the rest of the picture. You keep Brex; nothing is replaced or re-entered.
What Liaison does with Brex
- Matches payouts to deposits in your accounting system and lists every gap.
- Follows up on failed payments with the customer, from your account, in your voice.
- Finds paused and cancelled subscriptions and the revenue behind them before you ask.
- Never moves money on its own: a refund, a transfer or a payment waits for your yes.
Questions it answers across Brex and your other tools
- “Which payments failed this week, and has anyone followed up with those customers?”
- “Do the payouts this month match the deposits in the books?”
- “Which subscriptions paused or cancelled, and what were they worth?”
- “Where did company card spend go up this month, and who approved it?”
What it reads in Brex
14 kinds of Brex data Liaison can read on its own, every time it answers a question or does a job.
- Get Card
- Get ExpenseRetrieves one expense and its receipts
- Get UserRetrieves one person in the Brex account, including their status, manager, department, location, and title
- Get User LimitRetrieves a person's monthly spend limit and how much of it is still available
- List Card Accounts
- List CardsLists the cards in the Brex account, each with its status, last four digits, cardholder, and spend limit
- List Cash AccountsLists the Brex cash accounts with their balances, account and routing numbers, and which one is primary
- List Departments
- List Locations
- List Transactions for Primary Card AccountLists settled card transactions, unfiltered
- List Transactions for Selected Cash AccountLists transactions on one Brex cash account, transfers, deposits, and fees, rather than card spend
- List Users
- Search Card Transactions
- Search ExpensesSearches expenses across card, bill pay, and reimbursement spend by merchant, amount, date, person, type, or status
What it can do in Brex
7 actions Liaison can take in Brex. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Cancel CardCancels (terminates) a card permanently
- Create CardIssues a new virtual card to a Brex user
- Freeze CardFreezes (locks) a card so it declines new purchases
- Invite UserInvites a person to the Brex account as an employee, emailing them to finish onboarding
- Set Limit for UserSets a user's recurring monthly spend limit, replacing any limit already in place
- Unfreeze Card
- Update Card Limit
Works alongside Brex
The tools Liaison most often reads together with Brex.
Liaison in Brex, set up with you, for $629 a month.
- Connects to Brex with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Brex with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Brex?
No. You keep Brex exactly as it is. Liaison connects to it, reads it together with your books, your CRM and your store, and does the work in it the way a person on your team would.
How does Liaison connect to Brex?
With access you grant from your own Brex account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Brex without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.