Expense it
From crumpled receipt to filed expense: Pally finds the receipt and files the report.
The routine
How it works
GmailBBrexPally digs the receipt out of your email, then files the expense in Brex, or another expense tool you sign in to, through its browser.
- Tell Pally the expense as you remember it: merchant, occasion, roughly when.
- Pally opens Brex, fills in the expense with the receipt attached, and files it.
- If there are several possible receipts or none, Pally asks for another clue instead of attaching the wrong one.
The full routine
Tell Pally the expense as you remember it: merchant, occasion, roughly when. It finds the receipt in your Gmail.
Pally opens Brex, fills in the expense with the receipt attached, and files it. Say 'show me first' and it stops at the review step for your yes.
If there are several possible receipts or none, Pally asks for another clue instead of attaching the wrong one.
Good for
- Finding a team meal receipt in a crowded inbox
- Filing a Brex expense from your phone
- Attaching the right emailed receipt to a report
- Reviewing the details first when you ask to
- Confirming that a report reached the approval queue
Things to try
Before you start
Common questions
What if Pally finds several possible receipts?
Give it another clue, like the merchant, date, or kind of expense. Pally narrows the search before it files.
Does Pally submit as soon as I ask?
Yes, when you ask it to file. Say 'show me first' and it stops at the review step for your yes.
Does it work with tools other than Brex?
Yes, with other expense tools Pally can sign in to using the login you saved to its password vault.
Keep going
Related recipes
Last updated October 11, 2026.
Have your own recipe in mind?
Anything you'd hand a great assistant, you can hand Pally. Just describe it in a text.