Get ahead of your SaaS expenses without switching cards

Quolum’s integration with Brex Corporate Card seamlessly transfers data between systems, providing a solution for efficient SaaS Spend Management. This combination empowers you with cost reduction, time savings, and control over your SaaS ecosystem.

Features

• Comprehensive insights: users/usage, contracts, plans, and savings potential.
• Effortless transaction data integration and transfer.
• Detailed SaaS product info: description, category, pricing, terms, and security.

Benefits

• Reduce Spend on SaaS products.
• Save time moving data around between spreadsheets and systems.
• Be in control of your SaaS fleet.

Security

• We care about data, compliance and security. As a SOC-2 certified company, that also processes financial data, we understand what it means to undertake to keep it safe. We are intentional about this at every stage including:
  • Not sharing this data to vendors or any third party.
  • Retaining only absolutely necessary attributes for processing data.
  • Ensuring no data that isn’t needed, is sought.

Authentication

Brex uses API Key based auth, a developer-friendly access protocol. Quolum has already connected the necessary wires with Brex. Using a sequence of click-throughs, your organisation's administrator allows Quolum to make API calls to Brex without getting access to passwords.

Step 1: Initiate a connection to Brex

Click the Connect button from the Connections widget. Once the Connect button is clicked, the API Key popup will open as in the second image.

Note: Only a card admin or an account admin in Brex can connect Brex with Quolum. If you are not either a card admin or account admin in Brex, you can invite him/her to make a connection.

Step 2: Finding API Key in Brex

To find your API key in Brex, please follow the steps below:

1. Log in to your Brex account here.
2. Click on your profile on the right-hand side of the screen. A dropdown will open. Select the "Settings" option.
3. Click on the "Developer" sub-tab on the "Settings" screen.
4. This screen will list all API tokens generated in your Brex account.
5. If you have not yet generated an API token, click on the "Create token" button.
6. Give your API token a meaningful name and select the scopes you want to grant to the key.
   1. Note: Quolum only requires minimum read scopes. The exact scopes required are detailed in Step 3.1 below.
7. Click "Create token" to create the API key.
8. Your API key will be displayed on the screen. Make sure to copy it and store it in a secure location, as it will not be displayed again.

That's it! You have successfully found your API key in Brex.

Step 2.1: Scopes required for Brex API Token

1. First, give your token a meaningful name like "Quolum SaaS Spend Management" for future reference.
2. The scopes required to connect Quolum and Brex are:
   1. Team
      1. Users
         1. Read
      2. Cards
         1. Read
      3. Companies
         1. Read
   2. Transactions
      1. Card Transactions
         1. Read
   3. Expenses
      1. Card Expenses
         1. Read

Under the hood

Using the API key based protocol, Quolum now has access to your Brex card transactions. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve Brex card transactions and Brex receipts. Later, this data is available for visualization on the Quolum dashboard as shown below.