Use “Brex cash and card close brief” in Recued. It provides a read-only close snapshot for Brex card accounts, primary card statements, the primary cash account, its statements and transactions, and recent card transactions.

How it works 15 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (15 steps)

■ card_accounts_raw ?

■ card_statements_raw ?

■ primary_cash ?

■ cash_statements_raw ?

■ cash_transactions_raw ?

■ card_transactions_raw ?

■ defaults defaults

Apply defaults

■ card_account_count count

Count items in card accounts

■ card_statement_count count

Count items in card statements

■ cash_statement_count count

Count items in cash statements

■ cash_transaction_count count

Count items in cash transactions

■ card_transaction_count count

Count items in card transactions

■ card_transaction_table to_table

Format results as a data table

■ cash_transaction_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

brex setting =