Brex + Ledge Integration
With the Brex integration for Ledge, task-focused AI agents automatically pull and prepare corporate card and spend data for the month-end close, so expense-related reconciliations and accruals are ready for review instead of rebuilt manually.
Close Brex-driven expenses without rebuilding spreadsheets every month
Every month, accountants export card transactions, map merchants to GL accounts, rebuild expense schedules, and manually reconcile Brex activity to the ERP and bank balances. The same work is repeated every close, even though the logic rarely changes.
Ledge removes that manual rebuild. Brex becomes a direct data source inside the close, and agents prepare the work automatically so your team starts in review mode.
What makes Brex + Ledge different
Brex captures high-volume, high-frequency spend that directly impacts operating expenses and cash. With Brex connected to Ledge, finance-owned AI agents pull the exact transaction data needed for close workflows and prepare reconciliations, rollforwards, and summaries in the same Excel formats your team already uses.
No CSV cleanup. No re-mapping merchants every month.
Brex activity changes constantly. New transactions, late postings, credits, and categorization updates all create period-over-period movement that must be reconciled and explained. Ledge agents rebuild Brex-related schedules every close using fresh data, so expense reconciliations, cash tie-outs, and flux explanations stay aligned with what actually happened.
How the Brex + Ledge integration works
Securely connect Brex to Ledge in minutes using a native, lightweight integration with OAuth or an API key. Setup is fast and flexible enough to support multiple cards, entities, and accounts.
Use Ledge’s Agent Studio to configure how Brex data supports your close. Describe the workflow in plain language—such as card transaction reconciliation, expense rollforwards, or accrual logic—and create a custom agent in minutes.
Each period, agents automatically pull fresh Brex data, rebuild Excel workpapers with live formulas, and prepare reconciliations and supporting schedules. Your team reviews and approves instead of rebuilding.
Faster, more controlled close for Brex-driven spend
Prepared work, not manual rebuilds
Brex transactions are used to prepare reconciliations, expense schedules, and cash tie-outs before review begins.
Excel-native outputs
Agents generate fully editable Excel workpapers with live formulas, rollforwards, and clear source traceability.
Review instead of preparation
Accountants focus on exceptions, judgment, and approval rather than exporting and stitching data.
Audit-ready by default
Source data, logic, assumptions, approvals, and changes are captured as part of the close.
Full visibility
Brex-related tasks are tracked alongside the rest of the close, with clear ownership and real-time status.
FAQ
Brex is treated as a spend and corporate card data source that feeds agent-driven close workflows. It is not a standalone expense or reconciliation tool.
No. Ledge works alongside your ERP and Brex. Agents use Brex data to prepare close work, while posting follows your existing ERP approval process.
Yes. Ledge is Excel-native. Agents generate Excel workpapers your team can open, review, and edit.
No. Ledge is human-in-the-loop by default. Agents prepare the work; accountants review and approve before anything posts.
What is Ledge?
Ledge is an agent-driven close management platform where AI agents don’t just track progress—they execute close work under your team’s direction.
Each close task can have its own agent that pulls data from your ERP, banks, HRIS, AP platforms, CRMs, billing systems, and spend tools like Brex. Agents prepare reconciliations, schedules, flux analysis, and draft journal entries before the task is even opened.
Ledge combines close orchestration, Excel-native workpapers, and human-in-the-loop approvals in a single platform, so the close runs on prepared work, not manual rebuilds.
See the Brex + Ledge integration in action
Request a demo to see how Brex fits into an agent-driven close and how corporate card data becomes close-ready without added manual work.
