Prepare your Brex month end close
Get the transaction context you need for close without rebuilding the report by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Month end close expands when transaction review is delayed until the last minute.
- Create a repeatable close starting point
- Surface missing context early
- Reduce last minute review pressure
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Brex once in the Notis portal.
- 2Create an automation and name the month end close.
- 3Describe the transaction period and the totals or exceptions Notis should summarize.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with the latest completed month.
Questions about this workflow
Can the report include categories?
Yes, ask Notis to group results using the information available in the returned transactions.
Does this replace accounting review?
No, it prepares a focused report for your accounting or finance review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Brex. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
0CodeKit and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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