Box vs Brex

At Brex, we're on a mission to make spend management effortless. The Brex integration for Slack brings finance directly into your workspace, so employees and finance teams can handle expenses, approvals, and spend questions without leaving Slack. Once an admin installs Brex and employees connect their accounts, the integration unlocks several capabilities: Approvals: Approve or deny spend limit requests, limit increases, and travel bookings, and resolve card expenses (approve or request repayment), right from a Slack message. Receipts & memos: Upload receipt images and add or update expense memos directly in Slack, including in reply to a reminder. Notifications & reminders: Get timely nudges about outstanding tasks: expenses missing receipts or memos, and pending approvals for admins and managers. Choose which notifications you receive, mute them, or turn them off entirely. Chat with Brex MCP via Slackbot: Slackbot can also connect to the Brex MCP to help manage spend through natural conversation. Employees can message Slackbot to check card limits, review transactions, ask about policy, update memos, and attach receipts. Finance admins can message Slackbot to get answers on company-wide spend, banking, bills, travel, and vendors in plain language, analyzing spend against policy, uncovering anomalies, and running queries in seconds. Common Slackbot MCP tools include: • Expense search: find expenses by user, merchant, amount, date, or receipt/approval status • Spend analytics: top vendors, trends, budget usage, policy compliance, and anomalies • Banking & accounts: review banking transactions and view business account balances and activity • Bills & vendors: find vendor bills by due date or status, and search vendors • People: look up users, departments, managers, and cost centers • Travel: search trips and bookings by traveler, date, or status

Box for Slack helps businesses of all sizes securely manage and collaborate on content to drive more productive teamwork. Easily access your Box content from within Slack to share or import files and eliminate time-consuming context switching between applications. Your content remains centralized in Box, but quickly available where collaboration happens in Slack. Learn more with this quick video: https://players.brightcove.net/6291496955001/experience_64dd284838db922b5372284c/share.html End-user features: ● Content cards: View file information such as name, author, thumbnail and more when a Box file is shared to Slack ● Instant permissions: Update the collaboration permissions of a Box file directly from within Slack ● Box slash commands: Quickly perform common actions such as searching for files and viewing recent files within Slack ● Automatic uploads to Box: Store all content uploaded via Slack UI in Box ● Box file picker: Securely share content from Box in channels and direct messages without leaving conversations ● Share files from the Box Web app preview: click the Slack icon in the sidebar of the app preview to take its link into Slack and send it to channels and conversations of your choice (learn more: https://support.box.com/hc/en-us/articles/360044193853) ● Box event notifications: stay up to date with collaboration invites and exchanging comments on files in Box ● Dynamic previews: Get rich, dynamic previews of entire Box files like PDFs, spreadsheets, slide decks, without leaving Slack, with access always governed by your secure Box permissions. ● Slackbot integration (optional): Connect to the Box MCP server, allowing Slackbot to perform user-requested actions in Box such as search, access, and update Box files and folders, manage collaborators or Hubs, and more. Admin features ● Enable/disable file thumbnails: Choose whether file thumbnails are displayed for shared Box files ● Enable/disable permission checks before file display: Choose whether content cards are shown based on Box file permissions ● Enable/disable content indexing for Search in Slack: Choose whether the contents of shared Box files are indexed and surfaced in Slack’s native search ● Slack allowlisting: Restrict the app to specific Slack workspaces or Enterprise Grid orgs that can be connected to your Box enterprise instance ● Enable/disable Box as content layer: Choose whether to store all content uploaded via Slack UI in Box for specific Slack workspaces or Enterprise Grid orgs (learn more: https://support.box.com/hc/en-us/articles/4415585987859-Box-as-the-Content-Layer-for-Slack) Note: Admin settings can be customized from within the Admin Console in Box - please visit the Box Community site (https://support.box.com/hc/en-us/p/Integration_Page_2023?section-id=21356608707859) for more information. Box AI features ● Let Box AI assist you with its insights on Box files shared in Slack (learn more: https://support.box.com/hc/en-us/articles/30754152990099-Box-AI-for-Slack) ● As an admin, choose if, where and how Box AI assistance is offered for Box files surfaced in Slack ● Limitations/disclaimer: questions on, or including these topics or commands, return mixed and sometimes inaccurate information, such as calculations, table structures, and numbers, counting words or phrases, document metadata such as page number, authors, file size, word count, and collaborators, images, videos, charts, graphs, etc. Box for Slack is available for Box customers on eligible paid plans. See https://box.com/pricing for detailsMore ways to use Box in SlackAutomate with Workflow BuilderWorkflow Builder* lets you transform everyday processes into automations, without writing a single line of code. Add third-party tools like Box to workflows to manage work and processes from Slack, and use templates to get started quickly. Learn more about automations Templates available for Box: Box Sign signature requestUse Slack to send a person documents to sign from a Box Sign template New Box folderFill out a form and create a new folder in Box *Workflow Builder is only available on paid subscriptions