Welcome to Brex! Let’s get you set up for success. This hub has everything you need to move through the implementation process quickly and address any questions you may have.
On the left, navigate to the most relevant section for you, or scroll down to flow through the onboarding process step by step.
Attend our weekly webinars to join our Customer Success Team for an overview of the platform.
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We’ll introduce you to the Brex dashboard and help you start adding your employees to Brex.
Learn how to set up your Brex account with foundational features.
Set up pre-approved budgets for travel, stipends, and more with auto-enforced rules and blocks. Budgets make it easy to allocate spend limits for every need — and keep everyone compliant automatically.
Budgets best practices
Download the relevant guide below to review best practices for setting up budgets, including example frameworks for different company types.
Companies with <500 employees:
Companies with >500 employees:
Global companies with >1 country of operation:
Automated policy settings
Use budget templates to embed your company spend policies in every budget, empowering employees to request spend limits for certain core purposes like business travel, stipends, and procurement — with the appropriate policy already built in.
Automate manual processes by integrating your ERP with Brex. We also offer a robust set of automatic classifications, customizations, and export options to fit your accounting needs.
Set up account mapping
Learn how to map accounting fields from Brex to your ERP to automatically categorize expenses and use custom fields to automate mapping based on multiple fields.
Questions? Check out our Help Center
Accounting tab guide
What are accounting fields?
How do I disable my existing integration and set up a new one?
Which accounting softwares does Brex integrate with?
Why is the export button grayed out for my integration?
How do I set up mapping rules to auto-categorize my transactions?
How do I create a custom rule?
Why are some of my GL accounts missing?
How do I refresh updated categories within Brex?
How do I create a merchant rule?
What is category mapping?
How can I set up reimbursement syncing for my integration?
How do I recategorize a transaction before exporting?
Why am I receiving an error after exporting transactions?
Universal CSV integration guide
Integrate with NetSuite
Sync Brex data with NetSuite to help you close your books faster.
NetSuite helpful links
Is the NetSuite integration right for me?
I need help troubleshooting my NetSuite integration
How do I sync bills with NetSuite?
How do I set up NetSuite default fields?
Can I set up multiple entities from NetSuite?
How can I export receipts and memos to NetSuite?
How do I export a transaction to a journal entry in NetSuite?
Where will I see my Brex transactions on NetSuite?
How do I map to NetSuite vendors?
How do I set up custom fields for NetSuite?
How do I set up the NetSuite integration?
Integrate with QuickBooks Online
Sync Brex data with QuickBooks Online to help you close your books faster.
Download PDF for QuickBooks Online integration guide
Download PDF for QuickBooks Online integration technical guide
QuickBooks Online helpful links
I need help troubleshooting my QuickBooks Online integration
How does Brex integrate with QuickBooks Desktop?
How do I set up the QuickBooks integration?
How do I tag a transaction with customer code?
How does Brex integrate with QuickBooks Online?
Can I mark expenses as billable before exporting into QBO?
How do I add Brex to my QuickBooks Online bank feed?
How can I export receipts and memos to QuickBooks Online?
Integrate with Xero
Sync Brex data with Xero to help you close your books faster.
Xero helpful links
Integrate with Sage Intacct
Sync Brex data with Sage Intacct to help you close your books faster.
Download PDF for Sage Intacct integration guide
Download PDF for Sage Intacct integration technical guide
Sage Intacct helpful links
Integrate with Universal CSV
Sync Brex data with a Universal CSV to help you close your books faster.
Download PDF for Universal CSV integration guide
Download PDF for Universal CSV integration technical guide
Universal CSV helpful links
How to set up the accounting tab
Brex combines workflows, automation, and insights to unblock accounting teams from daily preparing, reviewing, and exporting expenses. In this video, we’ll help you set up the Accounting tab so your team can streamline workflows, automate manual tasks, and close the books faster.
Automate user management and provide an easier, safer employee experience by integrating Brex with your HRIS and identity provider.
HRIS integration guide
In this video, we'll help you sync your HRIS to automate your user management so you can focus on growing your org, not your data entry.
Integrate your HR platform for faster user onboarding, management, and deactivation. Alternatively, use our CSV upload to reduce manual work.
For technical details about the integration, review our HRIS integration technical guide.
Questions about HRIS integration? Check out our Help Center.
Set up SSO (Single Sign-On) for your employees to sign in to Brex more securely and efficiently.
Questions about SSO integration? Check out our Help Center.
If you are currently enrolled in Brex’s multi-entity pilot program or would like to learn more about enabling multi-entity capabilities for your company, please review the guide below.
Multi-entity management guide
Download our multi-entity management implementation guide to learn more about how Brex lets you easily manage your spend by adding entities and employees to Brex, and configuring separate billing.
Invite your team to Brex and share these guides to help them start using and benefiting from the Empower platform, Brex cards, and reimbursements.
Learn how to integrate your HR platform with Brex or use our CSV upload process for faster use onboarding, management, and deactivation.
Share these guides with employees to answer all their questions and get them started with cards, reimbursements, and expense management.
Download PDF for cards only
Download PDF for reimbursement only
Download PDF for cards + reimbursement
When your company has Brex travel enabled, these guides for managers and employees will help them book their first trip, manage trip details and expenses, and get the support they need whenever and wherever they travel.
Onboarding Brex as a vendor
Below is information you need to set up Brex as a vendor — including information about paying for software and local card bills, as well as making manual USD card payments. If you’d like a PDF version, please download below.
Is Brex a law firm?
Financial Services / Financial Technology
Is Brex providing goods or services to a [Company’s Name] US entity?
Where is Brex based?
Organized in Delaware, USA
What countries and states will Brex perform services in and/or provide goods?
Brex has hubs in the United States, Canada, Brazil, and Israel. If you need more information please reach out to firstname.lastname@example.org.
Alternate name usage (DBA, PO order name, etc.)
Brex Technologies Inc. (DBA in California)
650 South 500 West, Suite 209
Salt Lake City UT 84101
Is Brex a diverse vendor?
United States of America
Tax ID type
Tax ID number
Other tax ID number
Frequently Asked Questions
Where can I get a W-9 from Brex?
Download Brex Inc. W-9 here.
What methods of payment does Brex accept?
Brex accepts ACH and wires for US payments. For local card payments, please contact email@example.com for more information.
Where can I get payment instructions on official Brex letterhead?
Download Brex Inc. payment instructions on official Brex letterhead for each type of payment:
*For local card payment instructions, please contact firstname.lastname@example.org.
What email address should I use to send purchase orders (POs), supplier portal invitations, or payment notifications?
Send all billing communications and questions to email@example.com.
Does Brex have a Bill.com account established?
Yes, below is our information on file with Bill.com.
Managed by : Brex Empower billing (firstname.lastname@example.org)
Address : 650 South 500 West, Suite 209, Salt Lake City, UT 84101
Phone : 844-725-9569
Payment network ID : 0200731144176261
Profile URL : app02.us.bill.com/network/0200731144176261
*For local card payment instructions, please contact email@example.com for more information.
What if I need additional information that is not provided here?
Please email firstname.lastname@example.org for additional vendor onboarding support
How can I verbally confirm payment instructions with Brex?
Please call Brex AR at +1 (205) 794-0523 Monday-Friday 9am to 5pm CT.
How will I receive SaaS invoices?
Brex Empower SaaS invoices are typically sent on the first business day of each month. They will be emailed to the billing contact that has been provided to Brex. If you need to make changes to this contact information, please send your request to email@example.com.