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Raw data only. Brex lands as warehouse tables. It is not modeled in sm_transformed_v2, dashboards, or Uni yet.For delivery to a dedicated warehouse, see Choose raw tables. Choose from the tables offered under Warehouse → Raw data once the source is connected.
Brex is your card and cash product. SourceMedium reads card and configured cash transactions into BigQuery.
Sign in to SourceMedium, open your store, then choose Data sources → Connect data source and select the platform. You need an Admin or Editor workspace role.After you connect explains the first sync and connection statuses.

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How to connect

1

Create a Brex API token

In Brex, create an API token with read access to cards and transactions.
2

Add the token in SourceMedium

Find Brex in the connector picker, paste the token, and select cash accounts to sync.
SourceMedium only ever reads from your connected platforms. It does not create, change, or delete anything, so create the key with read-only access wherever the platform offers it. Treat it like a password: keep it confidential and avoid sharing it over email or in spreadsheets. If the credential is rotated or revoked, follow this guide’s connection method to update SourceMedium.

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What data syncs

Card records, card transactions, and cash transactions for selected accounts.

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Notes

  • Query the warehouse directly until transformed finance models exist.