Reconcile expenses with active risk work
Find uncategorized compliance spend before it becomes a month end scramble.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Expense reviews slip when no one connects finance records to open risk work.
- Find expenses needing explanation
- Reduce month end review effort
- Keep audit evidence complete
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named risk expense reconciliation.
- 3Tell Notis to get Brex expenses for the period and summarize items lacking 21risk context or follow-up.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real reporting period.
Questions about this workflow
Can Notis classify expenses automatically?
It can summarize based on the context and rules in your instruction, but missing evidence is reported.
Does it edit expenses?
No. This workflow reviews and reports on expenses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brex. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.