How to Connect Amalgam to Brex
Connect Brex to Amalgam to pull your card and expense data into your spreadsheets, Claude or ChatGPT. Brex connects by signing in to Brex and approving the connection. There is nothing to configure on the Brex side.
What You Need
Section titled “What You Need”- A Brex login with the Account admin role. Brex only lets account admins authorize apps that read company-wide data. Bookkeeper users cannot.
- An Amalgam account.
Connect Brex
Section titled “Connect Brex”- Log in at app.amalgam.me.
- Click New Integration and choose Brex. You can type the name in the search box to find it.
- Amalgam sends you to Brex’s sign-in page. Sign in with your Brex login, including the two-factor code if asked.
- Review the permissions Amalgam asks for and allow them all. Brex lets you untick individual permissions, but reports need every one listed. Brex sends you back to Amalgam with the integration ready to use.
What You Can Pull
Section titled “What You Can Pull”Brex is a read-only integration. The Expenses report (beta) lists Brex expenses and their details. See Reports by Provider.
Troubleshooting
Section titled “Troubleshooting”- Brex refuses the connection: your user is not an account admin. Ask an account admin to connect, or to change your role.
- Reports come back empty: a permission was unticked during approval. Open the integration in Amalgam and reconnect, allowing everything.
- Disconnecting from the Brex side: in the Brex dashboard open Integrations and disconnect Amalgam.
Brex’s guide: Role types and permissions.