Connect Brex to Town
The Monday budget check drafted, your cash position answered, and every big transfer flagged, straight from your Brex budgets, transactions, and cash accounts. A secure connection to your Brex account. Nothing to install.
Doug read your Brex budgets and drafted the month-end heads-up for the team running hot.
See it work: a routine built on your Brex budgets
Flag the budgets running hot before month-end
Set it up once. Month-end stops surprising you.
Open Integrations in Town
Go to Integrations in your Town workspace (free to create) and find Brex.
Authorize the connection
Sign in to Brex when prompted. Town's Brex tools read your transactions, budgets, cash accounts, and vendors. Nothing to install or configure.
Ask about any budget or balance
Done — budget checks drafted, your cash position answered, and any transaction explained the moment you ask.
Routines that use Brex
Ready-made routines from the Town library, built on Brex. Install one and tailor it to how you work.
Just ask your Townie
Brex holds your cards, cash, and budgets. Town turns them into heads-ups, answers, and drafts before you thought to ask.
“What's our cash balance across accounts?”
Answered from live Brex balances, in seconds.
“Who are our ten biggest vendors this year?”
Ranked from a year of Brex activity, drafted in Town's editor.
“Set up Meridian as a vendor from this email.”
Drafted into Brex from the thread, held for your approval.
Brex integration FAQ
Town's Brex integration is a secure connection to your Brex account through Town's Brex tools. Your Townie can read your transactions, budgets, cash accounts, transfers, vendors, and team, then turn them into budget checks, renewal heads-ups, and answers about any balance or charge. You authorize it from Town's Integrations page by signing in to Brex; no API keys or setup.
Town only reads Brex data when you (or a routine you configured) ask for it, and access is scoped to your account. Anything Town drafts from it — budget checks, heads-ups, vendor records — waits for your approval. Read more about how Town approaches security.
Not without you. Day to day the connection reads: transactions, budgets, balances, vendors. When you explicitly ask, Town can draft a new vendor or a transfer in Brex, and like every action that touches a system your team depends on, it's held for your approval before anything is created or sent.
Your card and cash transactions, budgets, cash accounts and balances, transfers, vendors, users, departments, and locations, read on demand. Under the hood these are Town's Brex tools: list budgets, list cash accounts, list primary card transactions, list transfers, list vendors, and more. Expenses, receipts, and travel aren't covered yet.
You need a Brex account (your Brex admin may need to authorize the connection) and a Town account — free to start. The Brex connection works on every Town plan.
Brex is the financial stack startups run on: corporate cards, business banking, budgets, and spend controls in one place. Town is an AI assistant that acts on those numbers — the budget check drafted, the balance answered, the renewal flagged — before you'd have thought to open the dashboard.
What is Brex?
Brex is the all-in-one finance platform built for startups. It issues the corporate cards, holds the business bank accounts, sets the budgets, and enforces the spend controls, from the first check to the growth stage.
Brex holds the money; Town puts the numbers to work. Connected, your budgets, balances, and transactions become the Monday check, the renewal heads-up, and the instant answer, wherever you work.
