Run a monthly Brex transaction reconciliation
Close the month with transaction context gathered in one predictable report.
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
Reconciliation drifts when transaction exports and follow ups live in separate places.
- Shorten month end preparation
- Surface missing context sooner
- Create a consistent close checklist
Setup
Build it in a few focused steps.
- 1Connect 1Password and Brex in the Notis portal.
- 2Create an automation describing the monthly reconciliation report.
- 3Choose notis_cron and set it for your close schedule.
- 4Select a report channel and test with the latest completed month.
Questions about this workflow
Can I include notes about known exceptions?
Yes, add them to the instruction so Notis can separate known items from open questions.
Does this export accounting files?
No. It retrieves Brex transactions and prepares the requested report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Brex. A trigger fires from one place; an action lands in another.
1password 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.
1password and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.