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.

Runs
Mondays at 8am
Used by
Ops / Chief of Staff
The prompt
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.
BrexGoogle SheetsSlack
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What the agent actually does.

  1. Read last week's charges

    The agent reads every Brex transaction from the past week, with the vendor, amount, category and cardholder.

  2. Compare against three months

    Each charge is measured against the same vendor and category, so an ordinary week reads as ordinary.

  3. Write the detail to a sheet

    Every flagged charge lands with the amount, the usual range and one line on why it stood out.

  4. Post what needs a decision

    Slack gets the short list of charges to approve, query or cancel, and stays quiet on a normal week.

  5. 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?
Mitra compares each week's charges against the same vendors and categories over the last three months, and surfaces only the ones that break the pattern. A new vendor, a doubled subscription or a charge well above its usual size gets flagged. Everything ordinary stays in the sheet.
Does Mitra decide whether a charge is a problem?
No. Mitra flags charges that look unusual against your own history, writes down the comparison behind each flag, and leaves the call to you. The agent cannot cancel a card, dispute a charge or move money, because reading the spend and writing the summary is the whole job.

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