Use casesReporting
Catch unusual card spend every Monday, before the bill arrives
Mitra watches card spend by comparing last week's charges against the last three months of the same vendors. Every Monday at 8am the agent writes each flagged charge into your Google Sheet with the comparison. Slack gets only the handful that need a decision from a person.
Every Monday at 8am, compare last week's Brex charges against the last three months. Write anything unusual to my sheet, and post what needs a decision to #ops.
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What the agent actually does.
Read last week's charges
The agent reads every Brex transaction from the past week, with the vendor, amount, category and cardholder.
Compare against three months
Each charge is measured against the same vendor and category, so an ordinary week reads as ordinary.
Write the detail to a sheet
Every flagged charge lands with the amount, the usual range and one line on why it stood out.
Post what needs a decision
Slack gets the short list of charges to approve, query or cancel, and stays quiet on a normal week.
Leave a record
The run is written down, so you can see which transactions were read and which were left alone.
Make it yours.
For the operations lead who owns the company card but cannot read every transaction line by line. Change any of this by saying so — there is nothing to rewire.
- Change the comparison window from three months to a full year.
- Only flag charges above a certain amount.
- Email the decision list to finance instead of posting it in Slack.
Questions, answered.
How do I spot unusual expenses without reading every transaction?
Does Mitra decide whether a charge is a problem?
Ready to
reclaim your day?
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