Finance
Brex
Corporate card and spend platform. Brex card transactions surface the AI-tool seat sprawl that bypasses Accounts Payable — ChatGPT Plus, Cursor, GitHub Copilot, Perplexity — billed directly to corporate cards and invisible to QuickBooks / Xero / NetSuite.
What gets synced
Roiva syncs the following data types from Brex to populate your initiative metrics.
- Card Transactions
Common use cases
- Capture per-seat AI subscriptions (ChatGPT Plus, Cursor, Copilot) charged to corporate cards
- Backfill historical AI-tool spend that never hit AP into initiative cost baselines
- Auto-attribute future card charges from matched vendors to the right initiative
How to connect
- In Roiva: Connect via OAuth — you will be redirected to Brex to authorize
- In Brex: The authorizing user needs the transactions.card.readonly scope
- Back in Roiva: The connection page checks each step and says what's missing. Once it's all ticked, click Test Connection
- After connecting, Roiva will sync 12 months of card transactions and surface matching vendors in the initiative baseline accelerator
Tips for capturing value
- Brex covers card spend only — pair with QuickBooks / Xero / NetSuite for full AP coverage
- The cost-baseline accelerator scans both bills (QBO/Xero/NetSuite) and Brex card transactions, so a single accept can route both sources to the same initiative
- Refunds and chargebacks are stored with negative amounts so monthly rollups net correctly
Brex
Start with the free AI ROI exposure assessment, then connect Brex once your workspace is set up.
Get your exposure report → Sign inRelated integrations
