Product updates

At Brex, we support founders from MVP to IPO. Startups, as they grow and secure funding rounds, formalize financial processes for added security. Payment approval settings are vital in safeguarding funds, as recovering fraudulently wired funds from a bank account is challenging.

We've introduced customizable approval settings for BBAs, one of the top requests from scaled customers. This feature enables customers to define tailored approval settings, workflows, and admin requirements.

We've increased security and control around the auto-invite setting on our HRIS integration. Admins can now configure product and role access based on user attributes like department, location, and title.

For example, executives can be granted card admin privileges, while anyone on the finance team can get travel access. This speeds up onboarding and card provisioning, letting admins set granular controls for their team's Brex experience. Learn more in this integration guide.

Trip fees will no longer be displayed during the booking process on Brex travel. Instead, admins will be able to view and pay their travel booking balance on a monthly or quarterly bill.

Learn more in this help article.

Today, admins and their copilots can approve their own budget requests, reimbursements, and expense reviews. To reduce compliance risks for certain accounts with more than three admins, admins and their copilots will no longer be able to approve their own actions. Instead, other admins will be dynamically added to an approval chain. Learn more in this help article.

If your Brex account is underwritten based on financial statements, there is now a dedicated area within your Brex dashboard to upload the required documents. Avoid changes to your credit limit by visiting Credit ▸ Manage limit in your dashboard. Learn more in this help article.

To help improve awareness of compliance requirements, tool tips will be triggered in the Brex dashboard and mobile with prompts to explain budget requirements. This in-product education aims to improve compliance ratings by making budget requirements clear — particularly at the time when a user is added to a new budget or switches an expense between budgets.

Brex card statements now include critical information like payment instructions, statement date, and PO number to reduce the need for manual adjustments and prevent payment errors. This should align Brex data with your AP software and help expedite local entity payments. Learn more in this help article.

While Brex has extensive country coverage for reimbursements, there may be some employees or contractors that work outside of our currently supported geographies and require using your existing payment systems.

With reimbursement tracking, your company can now submit and approve reimbursements within Brex while also keeping an eye on the money being moved outside of Brex using payroll or bank transfers. This allows you to smoothly combine Brex's global money transfer options with your current payroll systems. Learn more in this help article.

Enhance your Brex travel experience with our new Group Events feature! Effortlessly organize and oversee group events such as offsites, conferences, and meetings. Here's what you can do:

• Establish a shared event budget for all participants.
• Send invites to an unlimited number of attendees.
• Monitor RSVPs, dispatch reminders, and gather dietary and accessibility preferences.
• Share a detailed agenda.
• Supervise attendance and confirm travel bookings.

All these functionalities are at your fingertips, accessible via your Brex dashboard. This ensures real-time insights and seamless management of all travel-related expenses and arrangements. Dive deeper into this feature with our help article.

Manage budgets and expenses in real time without friction: iOS users can now take action from push notifications without needing to sign in to the Brex dashboard. Currently supported actions are uploading receipts, adding memos, and assigning a travel budget to a card before a trip. Find out more in this help article.

The Brex accounting journal has a new suggestions hub with machine learning-based rule suggestions for your finance team. This helps automate the creation of custom rules for GL coding. Admins and bookkeepers will see suggestions on the Prepare page under the Accounting tab. Read this help article for more information on creating a custom rule and follow these steps to create mappings to accounting fields.

We're introducing our first iteration of expense risk tiering. This helps manages determine which expenses require closer inspection by flagging high risk expenses based on a set of rules that Brex has chosen. You'll see these high risk expenses tagged with an icon on both the Expenses and Inbox pages in the tables along with a reason why. You can also set a filter to see only high-risk expenses, so you can focus on what matters. Learn more in this help article.

Brex Empower now includes enhanced spend alerts that make it even easier for admins to identify unusual spend and key saving opportunities in real time— to minimize financial risk and maximize spend oversight. You'll now see alerts consolidated under three alert types in your task inbox: expensive transactions, spend increases, and high per-diem spend. Click on the insight to see details and choose to follow up with comments or mark as resolved. Learn more in this help article.

To establish good compliance habits early on for newly onboarded users, we are introducing a new compliance education experience. This includes a compliance educational email that directly links to a documentation requirement guide within Brex.

This will initially apply to new users who have a card expense with documentation requirements. Through this tailored experience, we expect to reduce the rate of non-compliant first expenses and drive high compliance early on which should have a lasting effect as the new user continues to use Brex.

Admins can now separate access to different Brex products and features from the usual roles in the product. They can assign users to different functions and tasks without making them a specific kind of admin.

For example, a manager can use the Brex travel platform without needing to be a travel admin. This lets you delegate tasks more efficiently, with the option to set restricted permissions. Learn more in this help article.

If you use up your credit limit and need to manage it manually with one time payments, our early payments feature can automatically manage it for you. Early payments pay down your Brex balance at your desired credit utilization threshold to prevent card declines.

Once the utilization trigger is reached, an early payment is scheduled that you can cancel the payment within a 24 hour timeframe. You can disable early payment triggers at any time.

Learn more in this help article.

We launched budget suggestions to help employees accurately assign expenses to a budget. Not assigning expenses to the right budget can lead to expenses being denied or generally complicate expense management for admins and accounting teams.

If an expense is assigned to the wrong budget, the budget suggestions feature will now proactively suggest that the cardholder reassign the expense to the correct budget. We use a budget prediction model with machine learning to provide accurate suggestions based on spending. All Brex users will now experience this feature while managing expenses in the Brex dashboard and mobile app.

We now offer a direct integration between Brex and Sage Intacct, enabling you to push card transactions to Sage Intacct’s cash management module as credit card transactions. In addition, you will now be able to track and export to multiple entities within your Sage Intacct account. Click here for steps on how to set up the integration and view this help article for more information on how Brex integrates with Sage.

Reduce the amount of time and effort spent on making operational changes to your budget structures. Admins can now select multiple budgets, make changes in bulk, and use a simplified list of critical actions on budgets, including:

• archiving and deleting budgets
• moving budgets to a different parent budget
• adding users and editing limits

Track and manage the budgets you own in a more timely way. Check out bulk budget actions under the Budgets tab in your Brex dashboard.

Completing tasks effectively and in a time-sensitive manner is now easier with our updates to Inbox on the Brex app or dashboard. The new task overview page in Inbox lets you see all your outstanding tasks in one place, ranked by priority according to urgency. You can find personal tasks vs. company-level tasks, different task types, and due dates — with clear descriptions and action buttons. You'll also get updates on the actions you take. Find out more in this help article.

We've added more flexibility to our documentation and reviewer deadlines feature. Admins now have the ability to set custom deadlines in between 1 and 365 days. Reviewers now have the option to opt in or out of documentation deadline reminders. Learn more in this help article.

Admins now have the ability to view a list of all cards related to a budget, for easier card management and a holistic overview. Within a budget, users can also now search expenses by the last four digits of a card.

With this new card management tool, admins can:

• Add the last four digits of a card into the Expenses page as a column, and add searchable attributes and filters.
• View all relevant cards and card attributes from one place by clicking on a budget within the Budgets tab.
• Perform individual or bulk card management actions like replacing, locking, canceling, or reassigning the card

Recurring budgets now include an option for rollover spend limits so unused funds can be added to the subsequent time period's limit. Brex also supports the ability to cap the amount of time funds can continue to roll over. This is particularly helpful for stipends that your company has already budgeted for. You could allow monthly-allotted funds to roll over until the end of the year to ensure employees are able to use that benefit. Follow these steps to request or create a new rollover budget.

We've updated budget-related notifications for critical actions to ensure that budget members don't miss anything important or get overloaded with excessive status updates. From their settings in the Brex dashboard, users can now choose to enable or disable notifications for new comments, updates to budget requests, notices about new budget assignments, and changes to limits or policies.

We're expanding our support for tracking Value Added Tax (VAT) for Universal CSV users and those in Canada, to help you collect all the necessary information for reclamation in one place. You can now download CSVs to track VAT details like amounts, rates, and codes. We are introducing this in Canada where they have multiple reclaimable value-added tax that vary by province. Find out more on how to enable VAT tracking in this help article. Follow these steps to export VAT information to your ERP and click here to see how to add VAT information to transactions.

New improvements to automated budget distribution make it easier for admins to automatically assign and manage budgets. Admins now have the ability to edit member groups for budgets that have "current" and "current & future" distribution rules. You can make changes to budget distribution without having to create new budgets after every change in member groups, saving time as you keep budgets relevant to the right people. Learn more about creating and requesting budgets here.

Locally-funded reimbursements now allow global entities to process and fund their local reimbursements in local currency without involving the US parent. Local entities can set a periodic cadence for reimbursement billing, get a bill automatically generated at that cadence, and have it sent to the admin. Brex enables local collections and local payouts for sub-entity’s reimbursements, with billing, categorizing, and funding in local currency. Learn more in this help article.

As an addition to the current ability to set deadlines for documentation requirements, we now have reviewer deadlines that let you set a deadline for reviewers and admins to approve expenses. Together, these features help you keep everyone on track and achieve expense compliance more quickly. Find out more on how to set a deadline here.

Lost or missing receipts no longer have to hold up your accounting process. Brex now lets employees complete an affidavit confirming that the card expense or reimbursement was a valid business expense, even though they don't have a receipt for it. The affidavit will meet all the necessary IRS substantiation requirements. View this help article for more information on attaching receipts to a transaction and click here to learn how to submit a reimbursement request for out-of-pocket/personal expenses.

We now offer all Brex business account customers access to Auto Transfers, a powerful new feature designed to streamline your cash management processes.

With Auto Transfers, you can now set up automatic deposits from any external company bank account based on a specific threshold you want to maintain in your Brex business account. That ensures you can always pay bills, process payroll, and be prepared for other business expenses, without worrying about needing to manually transfer or wire funds to your Brex business account on a regular basis. Find out more in this help article.

We've released a new role type for paid Empower accounts. The user management admin role type can:
- Set up organizations
- Invite and manage users via HRIS, SCIM, CSV, Team API, and our manual dashboard process
- Manage access of non-admin roles
- View Team and Integrations tabs

This role type will not be able to see billing, credit, and accounting information. Learn more in this help article.

Our new compliance report consolidates relevant compliance information into a set of simple widgets that tell you the status of your company's compliance at a glance. It provides a starting point from which to navigate into other parts of your Brex dashboard and resolve compliance issues like missing documentation or delayed approvals. See compliance rates, adjust policies, and take actions faster with easy access to metrics and all the necessary links.

Admins can now choose which budget templates employees have access to. For example, change your settings so that only executives can request an “Executive travel budget” or only Canadian employees will see a “Conference stipend budget (CAD)." This ensures that team members only see the budget templates most relevant for them to request.

We're upgrading US-funded reimbursements to a new billing system that migrates your parent entity to a daily billing configuration. With this update, you'll be able to set your preferred billing cycle to align with internal processes. You can also:

-- Set custom funding sources per entity
-- Automatically make a single bulk pull from your funding source at the end of the billing cycle
-- Employees receive a single transaction for all their reimbursements through our upgraded batched payout system
-- Automatically close out of reimbursement liabilities upon payment to Brex through accrual accounting
-- Manually trigger a one-time payment to disburse reimbursements and align to treasury needs

Learn more about reimbursements by navigating to this help page.

The integrations homepage has new additions, including the ability to manage your Finch and Stripe connections, Google account and linked sheets, and CSV imports. Having all these features in one place gives you more insight and control over your third party data and services that are connected to Pry. Check out how to use all our Pry integrations here.

Pry now offers view-only permissions to you can share your financial and hiring plan information with external collaborators. This allows you to gather feedback and share performance updates, while maintaining control of who has access to your information. Share financials, models, and dashboards with as many people as you'd like, with custom parameters to keep your data secure.

There's now an easy way to create a forecast using Pry that will change by a percentage, headcount, or revenue each month, quarter, or year — without using more complex models.

Avoid errors in formulas and reports with the new ability to undo your most recent action by clicking Command+Z or Ctrl+Z within 15 minutes.

Reduce the time your accounting team spends on manual classification with new rules and field mapping capabilities, including:

• If/then logic in accounting fields so that a change in one field will trigger an appropriate change in a related field.
• Rules that nest down for budgets, e.g., you can apply a rule to a higher-level parent budget and it will apply to all its child parent rules.

Learn more about creating custom rules in this help article.

Expense reviewers' job just got easier with a new ability to send push notifications or email reminders for missing documentation with one click. When automated reminders aren't inspiring action, reviewers can nudge employees whose expenses are missing documentation for one or multiple expenses. Find out more in this help article.

With the launch of reverse wires, you can authorize your payroll provider to pull funds directly from your Brex business account for more reliable transfers than ACH debits. Many payroll providers such as ADP and Sequoia One prefer or even require reverse wires, sometimes known as wire drawdowns, because they are optimized for large, recurring transactions with varying amounts.

By connecting your payroll provider like Gusto to Brex, you’ll have more cash on hand, as reverse wires are processed in real time like a wire, often within 2 days of the payroll date. If you regularly send employee or contractor payroll and payroll tax payments every two weeks, wire drawdowns will consolidate all payroll withdrawals into a single transaction leading to easier reconciliation.

You can easily set up a reverse wire authorization from your Brex dashboard by following these steps and then contacting your payroll provider to complete the process.

We've increased the speed and efficiency of reimbursements. When a reimbursement payment to your employee fails, we will now retry the payment with new information, instead of returning funds to your company and initiating a brand new reimbursement. This will smooth out the process and your accounting, especially when issuing reimbursements in different currencies. Find out more in this help article.

New bulk actions have been added to Brex Empower. You can now:
- Apply the same memo or budget to multiple expenses at once.
- Upload transaction data for multiple expenses at once. For example, all expenses for a business trip may have the same memo. Apply that memo to every transaction with one click.

The Brex app now has a more efficient layout and increased automation to help you complete tasks, view budgets, and access card details faster. Quickly scan receipts from a business trip and we'll use machine learning to match receipts to the right card expenses. The app also helps auto-fill missing information on reimbursement requests.
Explore Brex mobile

We're automating your expense review and approval process even more with receipt validation. This process automatically verifies whether merchant, amount, and date in receipts match the corresponding expense details if a receipt is required based on policy.

For card expenses and reimbursements, validation happens at the time receipts are added. If at least two of the verified fields (merchant, amount, and date) match the expense information, then the receipt is verified. If only one or no fields match, then the receipt is marked as not verified and is flagged to the reviewer. Employees and admins will be able to see the result of validation in their Brex dashboard.

Security is a top priority for Brex, and our goal is to help you make good security decisions with easy access to information and tools.

In the Brex dashboard, all users can now view their own security settings, data, and overall security posture, including:

- Login metadata
- Trusted devices, permissions, and who has authentication
- Session management (active sessions on the Brex account, third-party connections)
- Data visibility (what data Brex stores on the individual — deletion is possible through a manual GDPR Right to be forgotten request)
- Settings (cookie preferences, multi-factor authentication)

Admins can also view their company's security settings and posture overall, and also have the ability to configure certain security settings globally or individually. This helps you understand your company's risks and security posture to ensure that you stay compliant with your policies as well as audits.

If you'd like to use Single Sign-On (SSO) but do not have a dedicated identity provider like Okta, your team can now sign in using their Google or Microsoft accounts to make Brex account access easier and more secure. Learn more and view setup instructions in this help article.

Empower admins can now view the overall structure and spending thresholds for top-level budgets and the nested budgets that come from them. Admins can click into nested budgets to view and edit any details. This master list view of budgets is searchable so admins can see individual budget details in the context of the top-level budgets they descend from.

We now offer the ability to send international wires in local currency from Brex business accounts. When sending an international wire, you can choose between USD or the local currency of the wire’s destination.

There are several benefits to sending your next international wire in foreign currency, including exchange rate certainty and streamlined delivery. When you send a local currency wire, you will see your exchange rate upfront, which enables you to have higher confidence in the amount your beneficiary will receive. Local currency wires also often have less intermediary banks involved in the transaction, which can result in fewer unexpected processing fees and shorter processing times than wires sent in USD.

Learn more about sending international wires in our Help Center.

We've raised the amount of FDIC coverage you can get with a Brex business account up to an industry-leading $6M. We previously offered up to $2.25M in FDIC insurance — 9x the industry standard — and have worked with our partners to quickly extend that amount to up to $6M. We're committed to helping you protect your funds to the fullest while maintaining 100% access at all times.

To change your allocation of FDIC-insured funds and take advantage of this increase, visit your Brex dashboard. Learn more in this help article.

Comment tagging lets you tag other Brex users in the dashboard and Brex app. Tagged users will also receive an email and push notification, so they stay engaged and in the loop.

To tag a user, type in @ to trigger a user search and select a user. The tagged user will get notifications on new comments for this specific comment thread. The person who submitted the request as well as previous thread participants will also be notified of new comments. Enable these notifications in your Brex account settings to accelerate spend and compliance actions.

Select Brex cardholders can now request credit limit increases directly through the Brex dashboard. This new flow gives you greater control over your limit experience — with no support from Brex needed, only final approval. Self-serve credit limit requests significantly improve your understanding of request outcomes, increase productivity, and reduces errors. Learn more about requesting a higher credit limit in our Help Center.

Admins can now set a grace period within which employees need to submit documentation, based on the time since a transaction took place. Employees will be reminded via email when expenses are past due and managers will be automatically alerted when employees have not met their deadlines. Learn more about setting submission deadlines in our Help Center.

Users with review permissions can now see expenses grouped together to more easily make decisions on contextual information. Group expenses by budget, merchant, merchant category, and employee, and view expenses in organized groups to perform review actions in bulk. This is especially useful for managing travel. Grouped expenses also allow you to:

- Review expenses of different types, with no expense type restrictions.
- Use bulk action checkboxes in more cases, not only when viewing expenses pending one’s own approval
- Bulk override expenses, or skip approvers and initiate payment in bulk

Follow these steps to review expenses and learn more about viewing details of a transaction in our Help Center.

We've separated employee sync from employee invites, giving you the flexibility to set up and verify that spend management within Brex Empower is working as expected ahead of inviting your organization to use Empower. Admins can connect their HRIS or use CSV upload and have the option to sync all employees to Brex, without sending them invites yet. Instead, you can add employees, complete your setup of spend management features (budget programs, accounting, etc.), verify functionality, and then invite your employees to start using Brex.
Learn more about entities and employees in our Help Center.

Reimbursements have gone global! We've added these enhancements to better serve mobile and global users: Globalization - Global Empower users can now submit mileage reimbursements - Additional units of measurement (e.g., km) are available - Admins can customize mileage reimbursement rates for each country Mobile parity - All Empower users can submit mileage reimbursements via mobile Customization - Employees and admins can override and customize the mileage calculations as needed, such as when they take a different route - Mileage reimbursements are now available for multi-stop trips Learn more in our Help Center.

No matter which ERP you use, you can now input data, classify transactions, and export them to any ERP in a customized way, directly on Brex Empower. Save time each month with our new ready-to-use export template that automates a previously manual process and prevents exports from failing due to size constraints. This feature provides a better experience for those who are not using a directly integrated ERP.

You can now reimburse global employees and contractors directly to their local bank account and currency quicker than payroll in 55+ countries. Learn more in this help article.

Employees can easily meet compliance requirements by bulk uploading receipts from their dashboard, which will be automatically matched to the corresponding expense.

You can now hide the spend limit of a budget from budget members when it's not relevant for them to know the team's overall limit. For example, this can be useful for team travel where employees don't need to see the total spend limit for meals on the trip because meals are provided to them.

Controllers, bookkeepers, budget owners, and parent budget owners of a budget limit will still be able to see the masked budget’s limit and amount available to spend.

Enable a continuous close with our completely revamped automated accounting experience. Accounting journal is a self-serve, software-first feature enhanced by ERP integrations that replaces the Review and export function on Brex Empower.

It includes the workflows and automation that accountants need to review thousands of transactions:

--The ability to filter transactions

--Bulk update and export of expenses to your ERP

--Multi-user functionality for review

All card expenses, reimbursements, card collections, and repayments will appear in Accounting journal. Upon export, Brex will generate all necessary journal entries for these transactions.

Learn more in our Help Center.

Admins can now automatically populate the memo of all new expenses incurred against a policy. This reduces time and manual work for employees and helps controllers maintain compliance. Automated memos also speed up exports to your ERP.

Brex admins can now add employees to their Empower dashboard first to verify that everything is working as expected, and then send invitations to employees. Separating user syncing from employee invites allows you to use org data to configure Empower features and finish the setup process completely before inviting your team.

Admins can now allow employees to automatically forward receipts from their email to Brex for matching. Learn more in our Help Center.

Allow employees to grant permissions to other employees to take on tasks so that it’s easy to control delegating permissions. Allow approvers and admins to assign the approval duty to another employee for a set period of time.

Delagatees like EAs can add memos and receipts, as well as review and approve expenses and budget requests.

Add multiple new or existing budgets within a single budget program — for example, a Sales team onboarding package that includes an incidentals budget, WFH stipend, and cell phone stipend. With budget programs, you can now:
-- Provision budgets to existing employees and to employees based on their invitation status
-- See a revamped split-pane screen that dynamically reflects changes as you create or update budget programs
-- Improve budget management with search, sort, and filter capabilities
-- Share direct links to budget programs among your team for more convenient access

Controllers can now quickly and easily reassign a budget to a different parent budget. This capability allows you to revise your company's budget structure, account for setup mistakes, and align budgets with organizational changes. Learn more in our Help Center

The Brex app breaks down a single card swipe into multiple expenses to make it easy to view all charges within a transaction and clawback part of the total amount if needed. Admins and controllers can split expenses on behalf of employees and edit the merchant category for itemized expenses.

Admins can import project codes from NetSuite to classify their transactions and export transactions coded with projects via direct and CSV export. You can also export credit card expenses as credit card transactions in NetSuite to make reporting cleaner.

Managers need visibility into their entire team’s expenses including their direct reports, their direct reports' directs, and so on. You can now allow skip managers to view their direct reports' transactions on the Teams, Expenses, and Reports pages, with options to filter by individuals and the full team.

Did you accidentlly approve an expense or request? There is now an Undo button for budget creation, budget limit increase requests, card expenses, and reimbursement requests — so you can easily correct mistakes or take a second look.

Use budget programs to set up budgets that will be automatically assigned to new users you add to your Brex account. Create a budget program by following these steps in our Help Center.

We've added the ability to send an email to Brex Support from within your Brex dashboard. Under your company name in the top-right corner, click Support to fill out a contact form. You'll receive a reply via email shortly.

Receipts will now be auto-generated for the following car rental companies:

• Budget Rent-A-Car
• Payless Car Rental
• Avis Rent A Car
• Thrifty Car Rental
• Ryder
• Penske Truck Rental

With more coming soon!

Budget owners and members can now customize which notifications they receive at a budget level, in case they want to be notified at a more or less granular level for particular budgets.

Learn more in our Help Center.

Budget members can now view expenses in the expenses table that were incurred against a selected period. This will make it easier to know which expenses are impacting the current budget limit and which expenses belong to past budget periods.

Learn more in our Help Center.

All new Brex cards now include chips for contactless payment support, to speed up payments around the world.

Brex auto-generates receipts when required by your expense policy — saving time for employees who need to submit receipts while enabling higher compliance for companies.

We recently added new merchants like RiteAid, Kum&Go, Fanatics.com (including mlb.com, nfl.com, etc.), Southeastern Grocers (including Winn-Dixie, Harveys Supermarket, Fresco y Mas), and Schnucks.

This is in addition to merchants we already support like United, FedEx, and Amazon.

When choosing a budget limit, you can now select whether to allow limit increase requests by budget members. You can also select a time duration for these requests, even beyond the active budget period. For example, an employee can request a temporary increase that lasts only one month and see their spending limit return to the original amount when the month ends.

We restructured parts of the Empower platform to drastically improve latency. You'll notice that everything feels zippier on your desktop and mobile Brex apps!

You can now see a tracking number for card deliveries integrated throughout your Brex dashboard. Use this number to track shipping milestones and get updates via mobile push notifications, email, and SMS.

Employees can list attendees of meals or events in expense memos to provide context and comply with company policies as well as IRS regulations. Learn more in our Help Center.

Check out the newly refreshed integrations page in your Brex dashboard. You'll now see:

-- A clean layout of integrations based on type and connectivity states, to manage your active integrations more easily
-- Links to help articles with instructions on connecting integrations that need to be configured on other platforms
-- Helpful messages about why certain integrations aren't available to connect to and what you can do to enable them
-- More actions and information for each connected integration: refresh, disconnect, most recent sync status with timestamps

Controllers and budget owners can now choose to let budget members view each other's expenses within that budget. This gives employees real-time visibility into spend, not only controllers and finance teams.

Notifications settings have been refreshed so you can more intuitively understand Brex notifications and have more control over what you receive via which channels.

Check out the new options in your Brex dashboard under Settings.

Our enhanced real-time NetSuite integration includes 15 new features to accelerate and automate financial data. Automate and streamline the flow of spend data into NetSuite with smart category rules, custom fields, and reimbursements, plus support for multiple business entities. Learn more about the integration.

Managers and controllers can request a repayment from employees when they accidentally charge personal expenses to their Brex card. Employees can accept and initiate a repayment back to the company. Learn more in our Help Center.

Employees can now use the Brex mobile app to request budget limit increases and managers can more quickly approve or deny requests from their in-app Tasks inbox.

The budgets API now lets Brex Empower customers and partners view, manage, and modify budgets via a REST API and build custom workflows.

All newly issued Brex cards will now be further protected with 3 Domain Secure (3DS), a card industry security protocol for online transactions. It’s a way to ensure that the person attempting the transaction is actually the cardholder. It does this by adding an extra verification step (OTP) before processing the transaction this helps to prevent card-testing attacks.

Your wallet now gives you easy access to virtual cards tied to different budgets — so you have a central place to manage all cards, both physical and virtual. Visual improvements let you quickly search for budgets and cards.

Global employees will now see budget expenses and policies displayed in their local currency — in addition to the company's currency — in both their dashboard and mobile app. Budgets can be requested in and set to any supported international currencies and can be nested freely in the budget structure.

Admins and controllers can create custom expense policies and apply them to budgets, rather than having to go through a Brex representative or have engineers apply those policies on the back end. You can edit the policies whenever you'd like within each of your budgets. See our Help Center for setup instructions.

Card admins can toggle employees between reimbursement-only and card-holding statuses on the Teams page. Allow employees to access Brex solely for the purpose of reimbursements or revoke card access for those who previously had it via the Brex dashboard.

If an employee accidentally puts a personal expense on their Brex card, it’s easy to ensure the amount is repaid to your company. If an employee notices the personal expense on their Brex card, they can tag it to be repaid. If the manager or controller sees the employee’s personal expense on their Brex card, they can tag the expense as “repayment requested.”

Dark mode is here to extend your battery life and help reduce eye strain. The Brex mobile app applies your system-wide settings by default, but you can customize your light or dark mode schedule in Settings > Appearance.

To get started, make sure you are running the latest version of our app and follow instructions noted in our Help Center.

Now you can choose to send domestic ACH bill payments using your linked external bank accounts. Connect a bank account via Plaid and select it as your funding source to initiate ACH payments today, or schedule them for a later date.

We’ve enhanced our integration with Rippling, so you can easily pull transaction reports and more closely manage your users and cards. The new improvements give managers more visibility into team spend, automate workflows, and speed up onboarding and offboarding. You'll have more granular data across Brex transactions, cards, and vendors — all in Rippling. Learn more about the integration and setup process in our Help Center.

Our browser extension is now available on Safari, and enables employees to upload receipts and view their Brex cards with one click. Users can access their Brex cards anywhere on the web and submit screen shots of receipts from their browser to make closing out expenses even easier. Visit the Mac App Store to download the extension for Safari.

The Brex extension is also available on Chrome.

Got questions? We’re here to help! Empower customers now have a dedicated support specialist. Admins and bookkeepers can go to Support at the top of their Brex dashboard anytime to see their representative’s contact info, set up a Zoom meeting, or schedule a phone call. Visit our Help Center to learn more.

Brex can pull in all the tracking categories you need from Sage Intacct to categorize your Brex transactions. In addition to GL accounts, we can sync your customers, departments, classes, and any custom fields you have defined, which can be pulled in from your Sage Intacct account, along with a new CSV format. This makes it easier to close the books faster. The fields can also be used for custom rules, allowing for full accounting control from spend to close. Visit our Help Center for integration setup instructions.

If you’re a new Empower customer, you can set up a QuickBooks integration from the Integrations page. If you're an existing Brex customer, once migrated to Empower, your integration settings, rules, mappings, and unexported expenses will be carried over automatically. Customers can input their data (GL accounts, classes, vendors, etc.) from QuickBooks Desktop and categorize their transactions, which can then be exported for easy reconciliation. Learn more about the integation, and visit our Help Center for set up instructions.

In the event of a failed reimbursement, an employee can click on the expense details for an explanation and recommended next steps, by following instructions in our Help Center. This enables faster resolutions to improve the employee experience and reduce the operational load for finance admins.

Global employees will now see their reimbursements and card expenses in the currency of the location where the transaction was made. Managers can go to Inbox > All expenses in their dashboard to see the expense in both USD and the foreign currency.

Use Brex bill pay to create, edit, and pay bills within Brex and have your bill details, vendor details, and invoice attachment sync over to NetSuite. Visit our Help Center for detailed instructions on how to sync bills with NetSuite.

Brex can import your accounting data into Empower so you can map your accounting fields and create custom rules to automatically categorize transactions with the correct accounting classifications. This unlocks powerful workflows, like creating a rule to map budgets to project custom fields, so every expense in the budget is auto-tagged with the correct project. Learn more in our Help Center.

Manage users in bulk through CSV to save time and avoid manual entry. With CSV imports, you can import a list of employees to enable bulk user management or bulk onboarding to Brex Empower. Learn more and find detailed instructions in our Help Center.

Our Xero integration is now compatible with Brex Empower and will enable you to eliminate manual work when closing your books with Xero. Learn more about the integration and setup process in our Help Center.

You and your employees can now receive international SMS and WhatsApp notifications for easy expense management from anywhere. To enable notifications, go to Notifications, toggle on WhatsApp or SMS, and choose your WhatsApp categories. While carrier charges may apply for SMS, there’s no added cost for global employees to send or receive WhatsApp messages. Learn more about WhatsApp notifications and how to manage them in our Help Center.

Brex integrates with all the HR tools you already use. For example, your Brex account can sync with your HRIS as often as every 15 minutes. We currently support HRIS connections with Workday, ADP, BambooHR, Gusto, Trinet, Paylocity, Paychex, Sage HR, Justworks, bob, Freshteam, Zenefits, UKG, Nmbrs, HR Cloud, Square Payroll, Lano, SAP Successfactor, HR Partner, Personio, Sapling, Humaans, and Namely. See the full list supported by our API, Merge.

Admins can create and map custom accounting fields to any ERP for robust and reliable automation. This also improves the employee experience with fewer inputs that will be automatically mapped to complex GLs. Admins have the ability to hide or lock specific fields to ensure data fidelity. Visit our Help Center for setup instructions.

The expenses API provides customer, bookkeeper, and accountant access to alterable spend categories, memos, receipts, and more to ensure accuracy across all transaction data. You can download every receipt uploaded on Brex and attach any missing receipt for tax and reporting compliance. This feature also lets you receive webhook events whenever expenses are created or changed in Brex. Learn more about our API in our Help Center.

If you’re a new Brex Empower customer, you can set up a QuickBooks integration from the Integrations page. If you're an existing Brex customer, once migrated to Empower, your integration settings, rules, mappings, and unexported expenses will be carried over — you will not need to reconnect your integration.

The Brex card application process now includes government-issued photo ID verification, reducing the risk of unauthorized uses of cards and making it even faster to get your team set up. After submitting your card application, you’ll immediately be asked to upload your ID for quick review and approval.

Dark mode is here to extend your battery life and help reduce eye strain. The Brex mobile app applies your system-wide settings by default, but you can customize your light or dark mode schedule in Settings > Appearance. To get started, make sure you are running the latest version of our app.

US and global employees can submit bulk or one-time reimbursement requests via the Brex dashboard and mobile app. International employees can get fast reimbursement payments in their local currency and local bank account. Employees can also calculate an expected mileage reimbursement based on the updated IRS rate of 63.5 cents/mile (as of July 1, 2022).

If you have multiple entities set up within NetSuite, whether domestic or international, we can seamlessly sync transactions across unlimited entities, helping you close your books faster. Empower also supports any custom field or segment enabled in your NetSuite instance. We can automatically code any field you need in Empower and export it directly to NetSuite. Detailed instructions on setting up multiple entities are available in our Help Center.

The Brex browser extension enables employees to upload receipts and view their Brex cards with one click from Chrome or Safari. Access Brex cards anywhere on the web and submit receipts from your browser to make closing out expenses even easier. Visit the Chrome web store or App Store to download the extension.

With self-serve budget programs, admins can set up automated budget provisioning rules for new employees. When employees onboard, the correct budgets will be automatically created or assigned. Admins can create and manage budget programs, as well as delete unused budgets and archive used budgets from the Brex dashboard.

Controllers can easily create and manage expense policies with requirements for review and documentation within specific merchants or categories. You can also create review chains for card expenses and reimbursements at the individual policy and budget levels for more granular control of spend. To quickly update or archive a policy, navigate to Saved policies. Further instructions are available in our Help Center.

Employees can use their Brex card to spend from multiple budgets. They can select the desired budget via app or dashboard before making a purchase. To ensure that no spend is slowed or blocked, if employees make a purchase without selecting a budget first, it will automatically be assigned to their highest-limit budget — and they can easily reassign it to a different budget later if needed.

Admins can assign different approvers for specific budget and limit increase requests. This feature adds flexibility and speed to the approval process while still providing managers and controllers with full visibility into company spend. Customizable budget approval routing also extends to budget templates for faster onboarding and budget provisioning.

If a business need or opportunity arises, employees can quickly ask for a spending increase by requesting a new budget or an increase in a current budget from their Brex dashboard. Instructions for creating or requesting budgets are in our Help Center. The request will then be routed for approval, according to the process set by controllers.

Budgets make it easy to assign pre-approved spending amounts to employees for a set purpose, such as travel or team offsites. And you can customize a flexible limit to avoid blocking business-critical spend. For example, you could add 10% flexibility to a travel budget so the employee’s card won’t be declined if they encounter an unexpected travel expense.

Employees, managers, and controllers can conduct expense-specific conversations right in the Brex dashboard for better accountability and speed. For example, an employee can add a comment to an expense asking about the appropriate memo for faster resolution, supporting greater compliance and efficiency.

Nested budgets are essentially budgets within budgets, allowing for more granular control of spend. Like budgets, nested budgets can either have rigid or flexible limits. However, if the top level budget has a hard limit, a transaction in the nested budget will decline if it would put the parent budget over its limit. Learn more in our Help Center.

Admins can invite new users and assign budgets in their Brex dashboard. They can populate and preview user details such as name, department, role, and manager. The invite will incorporate rules from budget programs so invited users will get the correct sets of budgets based on department, location, cost center, and legal entities. Learn more in our Help Center.

You can now redeem points for exclusive billboard advertising, executive coaching, and team offsites. We also launched an easy way to donate points to support hospitals in Ukraine.

Read our blog to learn more.

With Brex Empower, you can see your transactions in your company’s base currency and in the local currency where the expense was incurred, along with the foreign exchange rate applied. This feature is applied to all transactions across for Brex cards, Brex business accounts, and international reimbursements. Learn more in our Help Center.

You can allow your employees to select Brex as their expense management provider on Lyft and have their Lyft ride receipts automatically forwarded and matched to the corresponding expenses on Brex. Follow more detailed instructions in our Help Center.

If you use TravelBank, you can also allow admins to set Brex as the expense management provider under TravelBank's integrations page and have all travel receipts automatically forwarded to Brex.

Controllers can split individual expenses across multiple budgets, and merchant categories, to manage your spend at a more granular level. Split a single expense into individual line items and attribute each line item to a different budget. Then each budget's expense policy and rules will be automatically applied.

These budget-related actions are now possible in the Brex dashboard:

Request budgets

Employees can easily request new budgets for review by managers and admins. Once approved, they can start spending right away by mapping existing cards to that budget or creating a dedicated budget card.

Delete budgets

Budget owners and controllers can delete a budget that was erroneously created or no longer needed to ensure that it will no longer accept card transactions. They can terminate a budget to stop spending but have it remain searchable in the Brex dashboard.

Split up an expense into multiple merchant categories, and it will update the corresponding GL accounts to automatically show up in your ERP.

For example, when an employee swipes a Brex card at a hotel with lodging and meal expenses in one transaction, the separate charges will be passed through 2 different policy rules and go to 2 separate GL accounts.

To reduce the burden of adding memos and receipts to expenses, we’ve launched auto-receipt generation.

Brex will now automatically generate a receipt for employees at authorization time when they swipe their cards for certain merchants. These merchants include major airlines (e.g., United, American, Delta), AT&T, Fedex, USPS, and Amazon.

It’s now even easier for employees to submit reimbursement requests and for managers to approve them.

• Submit reimbursement requests in bulk: Employees can submit multiple reimbursements under the same budget and memo at once.
• Approve reimbursements via the mobile app: In the app, managers will see reimbursement requests in the Tasks inbox and can either approve them or mark as reviewed.
• Easily make corrections to and resubmit denied reimbursements: Employees can create a draft with the previously denied reimbursement request details copied over.

Audit trail empowers accounting teams to be more efficient while also mitigating the risk of compliance issues and accounting errors.

After every card swipe or reimbursement submission, you can review how an expense navigated through an infinite combination of events before being exported to GL accounts. Events include:

• Budget mapping
• Policy reviews
• Itemizations
• Manual approvals
• Rejections
• Accounting categorization
• Payment
• Returns

The Brex mobile app now supports these important actions:

• Send domestic or international wires
• Send outgoing paper checks
• Add new vendors for payments
• Set up recurring payments and deposits
• Cancel transactions

Do more on the go! Don't have the Brex app yet? Download it here.

Now you can seamlessly sync your HR systems with your Brex account to streamline employee data and onboarding. Integrating with your HRIS enables you to:

• Set up a Brex account for every employee by default.
• Keep employee details and expense approval flows correct across systems as you scale.
• Deactivate users from Brex and have their cards locked once they’re removed from your HR system.

Learn more about HRIS integrations here.

Admins can set rules for budget programs to provision budget limits automatically based on factors like employee role and location. For example, create a budget program that automatically gives US employees a $1,000 monthly budget for T&E, saving you time and ensuring consistency and financial discipline.

Our pending transactions API has been enhanced to provide real-time access to card authorizations and enable API users to modify expense information such as memo, department, and location. It also allows bulk upload and download receipts. Learn more in our Help Center about what you can do with our API.

Maintaining security and compliance at scale is easier with automation. Through our HRIS integration, Brex will automatically suspend and lock all spending abilities when an employee is deemed “terminated” in Workday. Learn more in our Help Center about our HRIS integration.

For added security, set card PINs for any card (virtual and physical) through your dashboard or mobile app. This is a requirement for card transactions in many locations in and outside of the US and will reduce transaction declines. Visit our Help Center for setup instructions.

We launched webhooks for the Brex API! Webhooks allow developers to receive real-time updates when their Brex data changes.

We currently support events for payment transfers and account referral status changes. Be on the lookout for more event types, such as pending card transactions, coming soon.

Our Zapier app supports these webhook events as triggers, so customers can set up actions whenever an event happens.

Check out the Webhooks guide in our developer docs to get started.

Your Brex business account now allows you to create up to 7 sub-accounts to better manage your cash flow.

Having multiple accounts is beneficial for easier budgeting, and it’s especially useful for separating your investor funds from operational expenses, a best practice for every startup.

Each account will have a unique account number and monthly reports.

Account admins can:

• Deposit funds directly into any account
• Set up recurring payments from any account
• Set per-account MMF allocation strategies
• Move funds instantly between accounts

Learn more in the FAQ.

Now when you open the Brex mobile app, you’ll see a personalized task inbox – making it easy to complete any tasks that need your attention and keep the business running smoothly.

Tasks can include payment approvals, and transactions with missing information. You’ll be able to complete the tasks right from your inbox in a few taps and get back to your day.

Learn more here.

We’ve integrated with 1Password to make paying with your Brex card faster and more secure. Now you can create, access, and autofill Brex cards without ever leaving your cart. To use this feature, connect your Brex and 1Password accounts here.

To support our many customers that operate globally, international wires are free with Brex, and we’re pleased to now offer free wires to and from more countries, including Cambodia, Pakistan, Nigeria, Cameroon, and Tanzania. See the 100+ countries supported.

We updated the referrals experience in the Brex mobile app. Updates include a new referral status page, an improved settings tab, and the ability to refer contacts to improve the overall referral experience and allow you to refer friends more easily. Spread the word about Brex today to earn referral rewards.

Brex’s expense management software is now available with all Brex accounts at no cost. Benefits include a custom expense policy to accelerate expense reviews and boost compliance, smart alerts to save you time and money, and auto receipt reminders. Learn more about our spend management features.

In response to customers’ needs, we’ve built a feature that allows you to upload a .csv file to bulk-import your existing vendors to your Brex dashboard instead of adding them one by one. This will help you pay vendors and close the books even faster. Learn how to add multiple vendors at once here.

We’ve redesigned the Brex mobile app to improve some of the most frequently used features. Now you can deposit checks, add funds, send and schedule ACH payments in fewer steps, so you can get back to business faster.

Explore the app.

Today we launched Brex Venture Debt to provide founder-friendly financing and partnership to select early-stage startups. Compared to traditional types of capital, venture debt offers longer terms, less dilution, and a faster diligence process. We created this product to help founders take their business to the next level faster, and on their terms. Learn more.

You can now link your bank accounts and check the status of your account connections in the Brex mobile app for greater convenience. We are so excited to deliver this functionality to help you more easily manage your secure bank connections and credit limits.

In response to feedback, we have built an All Cards tab in your Brex dashboard (vs. separate tabs for vendor cards, your cards, and employee cards). The new All Cards tab builds on the former All Vendor Cards tab, bringing that same level of control to all corporate cards, both physical and virtual. The result: a single page for admins to view and manage all the cards at your company.

So many of our customers use Slack to collaborate, so we built a Slack integration to help you manage your Brex account and expenses right in the Slack interface. When you connect Slack and Brex, employees will get Slack notifications for missing receipts and memos and can do their expenses without leaving Slack. Learn how to set up your Slack integration.

We’ve updated the Brex mobile app so that account admins can find and approve their team’s payments faster. Requests could be hard to find in the past because they were nested in the transactions tab. Now it’s very easy to identify payments needing approval. Make sure your Brex app is updated.