Product Updates

This summer, Brex delivered more than 30 new features and upgrades across accounting, cards, expense management, and the product experience, all graduating to general availability from our Early Access program, where the Brex product team ships fast while staying close to customer feedback.

Tens of thousands of companies run their finances on Brex, and every one of them has the same goal: accelerate velocity while maintaining control. This release delivers both, with deeper connectivity, sharper controls, and a more intuitive interface for everyone.

Accounting

• Connect your ERP on day one for faster onboarding
• Manage your accounting mappings in one panel
• Accounting journal exports in one click
• Field imports and built-in permissions check in Netsuite
• Direct integration with DualEntry
• Create GLs in QuickBooks Online directly from Brex
• Select multiple values for custom rules

Expense Management

• Tag anyone into an expense comment thread
• Manage unmatched receipts in one place

Banking

• Transfer money between bank accounts in a single panel
• Initiate deposits from a single page

Account Management

• Auto-invite users based on custom fields and reporting lines
• Sign in faster with phishing-resistant passkeys

Cards

• Export spend limit data as CSV or XLSX files
• Set up spend limits for individuals or groups
• Create policy rules that target p-cards
• Change currency on employee cards

Bill Pay

• Retry failed bill payments faster
• Sync bill payments to QuickBooks Online

AI

• Access Brex data in ChatGPT, Claude, and more
• Access Brex data in Slack

Platform improvements

• Redesigned Accounts page for clean role-based views and multi-entity navigation
• Review business account transaction details in the context of your full transactions list
• Invite new teammates under a consolidated panel
• Redesigned navigation for faster data loading and visibility
• Cleaner and consistent table headers across the Brex platform
• View data tables with your filtered views saved
• Request limit increases and manage spend limits in one panel
• Review card details in a new side panel

A new receipt view gives users one place to see all their receipts and assign any unmatched receipt to expenses. To access it, click the new View unmatched receipts button in your Wallet.

This new receipt view makes it easy to create reimbursements or match receipts to expenses. Just send receipts over to Brex through your preferred manner (text, email, WhatsApp, etc.) and then visit your Wallet to handle your receipts in one place.

To enable, go to Settings > Early Access and toggle on the Enable early access features.

You can now sign into Brex with a passkey instead of your password and multi-factor authentication (MFA). Passwords and one-time codes can be phished, guessed, or stolen, and that's often how account takeovers start. Passkeys close that gap.

Passkeys let you sign in with something your device already uses to verify you: biometrics (such as Touch ID or Windows Hello) or a device PIN. There's nothing to reuse or hand to an attacker, which is what makes passkeys phishing-resistant.

Signing in with a passkey is faster too: one check on your device, with no fumbling for a second factor like a one-time code or authenticator app.

A "Sign in with passkey" button now appears next to the password option. Set up one or more passkeys in your personal settings, and use any of them to sign in. Password and MFA sign-in still work too; passkeys are an additional way to authenticate into your account.

Passkeys sync across your devices and through password managers like iCloud Keychain, Google Password Manager, and 1Password, so you can sign in wherever you work.

Every passkey added or removed is recorded in your audit log, so you and your team can see exactly what changed and when.

To enable passkeys, admins should go to Settings > Early Access and toggle on the feature to allow their organization’s users to set up passkeys.

You can now select multiple values in a single custom-rule extended-field filter instead of one at a time.

For example, you can select NetSuite Department = Engineering / Sales / HR, or Expense Category = Meals / Travel / Taxis instead of building one rule per value.

Get started at Accounting > Manage Automations > Custom rules.

Brex now surfaces notifications in the main notifications feed when Brex Assistant completes certain actions for you, such as generating a memo or receipt for an expense. Previously, these updates lived only in the standalone Brex Assistant tab, which made them easier to miss.

With this update, the notifications experience is also getting a UI refresh: the standalone Brex Assistant tab is being deprecated, and notifications are grouped by creation date in the existing notifications tab so updates are easier to scan. The result is better visibility into actions Brex Assistant has taken on your behalf, all in a more unified notification center experience.

To enable it, go to Settings > Early Access and turn on "Automatic experience updates."

If you have employee cards enabled, you can now change the currency on an employee card limit even after spend has already occurred. Brex updates the limit currency and related expenses automatically. There’s no need to move expenses out of the limit and back in again.

To use this feature, go to Settings > Early Access and toggle on Enable early access features.

To change the currency on a card limit, navigate to the card and click “Edit card.”

We’ve renamed “Limit per user” to “Spend limit group” across Cards and Limits to make spend limit actions clearer.

The new creation flow asks users upfront to choose between a “Single spend limit,” meaning one shared pool for one or more users, and a “Group of spend limits,” meaning each selected user receives an individual limit with the same or different amounts.

To enable, go to Settings > Early Access and turn on "Automatic experience updates."

Brex can now keep vendor details consistent across Brex and QuickBooks Online with near real-time, bidirectional sync. Once a Brex vendor is linked to a QuickBooks Online vendor, changes to supported fields in either system sync automatically. This reduces manual fixes and reconciliation work.

Synced fields include email, website, phone number, 1099 eligibility, and address.

To enable, go to Settings > Early Access and toggle on the feature.

To manage, open Vendors > Manage vendors sync. There you can turn Sync vendors from QuickBooks on and off.

Use Slackbot’s new Brex connector to get answers about your spend and take action on your expenses without leaving Slack. Once connected, you can message Slackbot in plain language to check expenses, find items missing receipts, look up cards and spend limits, and update memos or receipts on your own expenses.

Admins and bookkeepers can also ask company-wide questions about spend, banking, bills, vendors, travel, and accounting records.

Brex in Slack works through Slackbot's connection to the Brex app. The app respects your existing Brex permissions, so you only see and change what your account is allowed to. Additionally, your Slack plan must include Slack AI.

To get started, go to Settings > Early Access and toggle on the feature.