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Categorize Brex Expenses Into the GL
For a controller who wants categorization done before close kicks off. One prompt pulls the week's Brex transactions, assigns GL codes based on vendor + amount patterns, and flags the uncategorizable for human review.
Categorization eats the first day of close
Every Brex transaction needs a GL code. Most patterns repeat — but picking them out of 140 transactions still takes hours, and the edge cases always get mis-coded.
Manually matching vendor names to GL codes
New vendors get mis-classified as miscellaneous
The reviewable queue lives in someone's notes app
Composio collapses all of this into one prompt — here's what that looks like.
Your agent runs it end-to-end.
- 01List the week's Brex transactions with vendor + amount + category
- 02Apply GL codes based on vendor patterns and amount thresholds
- 03Append categorized rows to the Expense Ledger sheet
- 04Flag anything ambiguous — new vendor, odd amount, mismatch
- 05Post the review queue to a second sheet tab
Close starts on day two, not day five
Categorization is done before the close meeting. Reviewers get a short list of edge cases, not 140 transactions — and the ledger ties out on the first pass.
Paste this into Claude, Cursor, or Codex. It'll install the CLI, connect your apps, and run the task — end to end.
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