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 and categories. Every Monday at 8am the agent writes each charge it flagged into your Google Sheet with the comparison, then posts to Slack only the handful that need a human decision.

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 the 'Flags' tab of my Google Sheet, and post to #ops only the charges that need a decision from me.
BrexGoogle SheetsSlack
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What the agent actually does.

  1. Pull last week's charges

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

  2. Compare against three months

    Each charge is measured against the same vendor and category over the last three months, so an ordinary week reads as ordinary and a doubled subscription does not.

  3. Write the detail to a sheet

    Every flagged charge goes into your Google Sheet with the amount, the usual range and one line on why it stood out, so the working is there when finance asks.

  4. Post only what needs a decision

    Slack gets the short list — the charges somebody has to approve, query or cancel. Everything else stays in the sheet, and the channel stays quiet on a normal week.

  5. Leave a record

    The run is written down step by step, so you can see which transactions were read and which were left alone.

Make it yours.

For the operations lead or chief of staff 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, unmentioned.
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 — reading the spend and writing the summary is the whole job.

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