Brex has launched Summer Release 2025, with powerful upgrades to Brex AI, purchasing, policies, and roles that unlock both speed and control.

For any Early Access features, please reach out to your Brex Representative to learn more.

Automation and AI

• End-to-End Accounting Automations (Early Access)
  Sit back and watch expenses go straight to your ERP with personalized accounting rules that code, review, and export your spend according to your company’s requirements.
  
  • Auto-code expenses before they happen: Set up rules to preset accounting fields for all spend that flows through spend limits and P-cards so that expenses are ERP-ready as soon as they’re swiped.
  • Automated ERP exports with full control: Set up automations for compliant or completed expenses so you can sit back and watch them go straight to your ERP.
  • Automations organized in one place: Create and manage your rules in the centralized automation library for full clarity and control over what’s running behind the scenes.
    
    This feature is in early access. Learn more here.
• Advanced Accounting Fields
  Sync any field from your ERP, HRIS, or PMS to streamline accounting workflows from bills to amortization on every Brex surface.
  
  • Import fields from any system: Automatically capture and update diverse fields in Brex when you import using any method that suits your stack—via API, SFTP, or manually—to streamline and unify the flow of data.
  • Smarter exports that work with your ERP*: Custom fields on bills make expenses ERP-ready without the need for manual cleanup.
    • *Available for: NetSuite, Xero, QuickBooks Online, and Sage Intacct.
  • Manage advanced accounting workflows: Tag expenses as billable* or apply amortization schedules** directly in Brex.
    • *Available for: NetSuite, Sage Intacct, and QuickBooks Online.
    • **Available for NetSuite only.
  • Maintain fields at scale: Keep data up-to-date with bulk import and management of field values.
    
    Learn more about this feature here.
    
• Smart Expense Groups (Early Access, Brex Essentials)
  Brex AI recognizes when you’re on a trip - whether or not you booked it on Brex - and automatically organizes related transactions together with the ability to view and edit expenses in bulk.
  
  Grouped expenses will have a preset memo populated based on your trip details for one less step per expense to think about. More details to come later.
  
• Smart Expense Routing (Early Access)
  For users who are using multiple spend limits and the employee card limit, if Automatic Limit Selection is enabled the Expense Router uses AI to auto-assign every transaction, ensuring expenses are assigned to the right category and limit without additional manual work from employees. Learn more about it here.
  

Purchasing and Payments

• P-Card (Brex Essentials)
  Our purchasing cards are designed for operational spend with a built-in card limit and can be virtual or physical. You can now streamline procurement by issuing purchasing cards within spend requests, enhance accounting with card pre-coding, and ensure spend continuity on recurring spending during personnel changes. Learn more here.
  
• Card Limits for Employees (Brex Essentials)
  Employee cards now feature built-in limits, enabling immediate team spending without manual configuration. Employee cards are ideal for daily travel and expense (T&E) spending and can be used with an employee’s card limit. With the introduction of card limits, employees also no longer need to request a separate spend limit to view travel inventory. Simply have employees select their card limit when searching on Brex travel. If your company's card limit policy allows, they'll also be able to book. Learn more about card limits here.
  
• Separation of Payments
  Payment dates are now optional when creating bills, allowing AP teams to schedule payments separately from bill approvals. Bills without a payment date are moved to For Payment when approved and can then be paid.
  
• Batched Bill Pay (Early Access, Premium, Enterprise, Smart Card)
  Batch payments allow you to group invoices by due date, entity, or currency and combine them into a single outgoing payment.
  
• Purchase Orders (Early Access, Premium, Enterprise, Smart Card)
  Purchase Orders (PO) enable better control, tracking, and delegation of operational spend. By first issuing a PO and sending it to the vendor, Finance teams won’t get surprised by incoming bills. This will allow you to track incoming invoices against what you’ve agreed to with your vendor.
  • Create and Send 
    Admins can now easily manage POs from the Vendors page. Create a PO, view open POs by vendor, and send them directly to the vendor from Brex with a single click.
  • 2 Way Match (Bill <> PO)
    Track your Purchase Orders (PO) with ease. We'll automatically match bills to the correct PO using header information like vendor, amount, and dates. You'll also receive a warning if a bill is about to exceed the PO's available balance.
    
• Universal Request Intake (Early Access)
  For many growing companies, employees from across the business are involved in operational spend and the Finance team can’t be a bottleneck in creating POs or purchasing cards directly. Employees need the ability to request operational spend but still have the right level of controls and approvals.
  
  We're improving Request Types functionality. Now, a request can generate a Purchase Order or Purchase card, in addition to the existing Spend Limit. Employees can now use a single intake process for all spend requests. This simplifies the process for employees, who only need to request the spend, without needing to understand the underlying complexities of how the spend is processed, which is handled by the admin.
  
• Configurable Data Downloads
  Configurable data downloads allow you to view and download your data exactly how you need it. You can download your customized tables as either CSV or XLSX files.
  
  With this update, you can:
  • Access the data you care most about: Gain visibility into all relevant data fields, including newly added and previously unavailable ones.
  • Customize how you view and download your data: Configure table views to show the exact data fields you need with advanced filtering and column selection, and easily download your filtered data.
  • Save and re-access your most-used table views: Quickly access your custom filters and column selections with saved views, eliminating the need to rebuild them every time.
    
    Additionally, fields from the legacy expenses CSV/XLSX download are now available as configurable columns within the Expenses table. This functionality is currently supported in the Expenses, Team, and Vendor tables, with plans for future adoption across all tables in Brex. Learn more about this feature here.
    
    Note: If you want to recreate your legacy Expenses download while taking advantage of the new customizable features, you can follow these steps.
    
• Brex Embedded
  • Brex for Zip
    Our Brex and Zip partnership combines Brex cards with Zip's procurement solution, allowing users to generate Brex virtual cards directly within Zip procurement workflows. Learn more here.
    
  • BrexPay for Navan
    In addition to new one-time virtual card for every booking and physical cards for employees, customers can now also request purchasing cards (P-cards) directly within Navan’s workflow. Learn more here.
    

Controls

• Policy Engine (Early Access)
  Manage all spend types within a single, modular policy that reflects how your business operates. Start with built-in sections for Travel, Benefits, and more, designed to match common real-world spend cases. Easily tailor policy rules to each without starting from scratch.
  • If-This-Then-That (IFTTT) Rule Builder
    You can use our Policy Engine to create flexible rules that follow if-this-then-that logic. Each rule is made up of two key parts.
    • 1. Expense condition (the “if”) - This is the “if” part of your rule - the criteria that an expense must meet. You can set simple or complex conditions using attributes like amount, expense category, vendor, employee role, or custom fields from your HRIS.
    • 2. Action (the “then”) - This is the “then” part of your rule - what happens when the condition is met. These are automatic enforcement steps that Brex will apply in real time
  • Any Field Can Be Used to Build Rules
    You can now create rules using custom fields as conditions, and requiring them in actions. Additional conditions include spend limits, and line items on bills.
    
    Learn more about Brex’s Policy Engine here.
    
• Custom Roles for Everything (Premium, Enterprise)
  Give your team exactly the permissions they need—and none they don’t. With added support for custom roles for billing, banking, redeeming rewards, bill pay, and travel, you can get more granular control over admin roles.
  • Customize access: Define granular role-based permissions tailored to your organization’s needs, now across even more product areas.
  • Enhance security: Protect sensitive data with role-specific access controls, ensuring users only access what’s necessary.
  • Streamline user management: Assign custom roles directly within user invite flows and policy configurations for a more consistent experience.
    
    Learn more about this feature here.
    
• ERP Accrual Support for Bills
  You can now choose to sync your bills at bill creation. With this, bills submitted now automatically accrue in your ERP. We'll update them upon approval and payment, ensuring your books remain accurate. Learn more about this feature here.
  
• Vendor Owners (Early Access)
  Any employee can be designated as a vendor owner by an account or card administrator, AP clerk, or bookkeeper. They serve as internal contacts for vendors and their associated bills. Their responsibilities include onboarding, documentation, and continuous monitoring to ensure an up-to-date vendor list, with every action tracked in the vendor audit trail. Vendor owners can also be set as the default bill approvers in your policy, allowing them to validate bills before the AP team's review and approval. Learn more about this feature here.
  

And So Much More

• New Travel Bookings Table
  Admins, you now have a powerful new way to manage travel! The enhanced booking table provides a real-time view of every employee booking. You can create custom views to streamline your workflow; for instance, a view for out-of-policy bookings lets you quickly pinpoint, review, and make approval decisions. Enjoy seamless access and better control over your company's travel. Learn more about this feature here.
  
• Bill Pay External Payment Method Support
  You can now select “Pay outside of Brex” as the payment method to make it clear you are paying outside of Brex while still leveraging your approval chains. Learn more about this feature here.
  
• Higher Treasury Return
  Brex business account holders can now earn higher return of up to 4.38%† on funds held in their treasury accounts depending on the end-of-day balance across checking, treasury, and vault. The total return is based on the base yield provided by the Dreyfus Government Cash Management Fund (DGVXX) and an additional return provided by Brex Treasury. Learn more here.
  
• Redesigned Accounts Page
  We've redesigned the Accounts page, highlighting the most important actions and making it easier to use.
  • Simplified Access and Standardized Money Movement Flows:
    • The sidebar menu now allows you to quickly access your Brex business account, including checking, treasury, and vault accounts, as well as credit, reimbursement, and connected accounts.
  • View, Download, and Upload Statements on the Statements and Documents Page:
    • Access all statements for your Brex business account, card, and reimbursements in one place.
      
• Accounting for Invoicing (Early Access)
  Brex business account holders can now track sent invoices in QuickBooks Online by enabling automatic sync, helping you close books faster. Learn more about getting started in this help article.
  
• ACH Debit for Invoicing (Early Access)
  You can now allow your customers to pay for invoices by ACH debit from their bank account, speeding up the payment process, and marking your invoices as paid automatically on Brex. Learn more here.
  
• Upgraded QuickBooks Desktop Sync (Early Access)
  With your QuickBooks Desktop integration, you can now upload an exported IIF file for import and access new automation features, reduce errors, and streamline accounting. Learn more here.
  
• Microsoft Dynamics 365 Business Central
  You can now connect your Brex account to Microsoft Dynamics 365 Business Central, allowing you to streamline accounting, reduce errors, and eliminate manual data entry. Learn more in this help article.
  

For a full list of the Summer Release '25 updates, visit brex.com/summer-2025.

†Total treasury return includes yield and additional return and is subject to the total balance in Checking, Treasury, and Vault. Yield is the annual percentage rate based on the current 7-day average yield for the Dreyfus Government Cash Management Fund (DGVXX), and is effective as of 07/07/25 . Additional return is effective as of 07/07/25 and paid by Brex Treasury LLC. Yield and additional return are variable and only earned on invested funds in Treasury. Yield and additional return are provided monthly and automatically reinvested. More details on current rates here. Based on customers eligible for the highest tier rate for their Brex business account and compared to rates offered by fintech competitors providing a US-government money market fund as of June 3, 2025. Investing in securities involves risk and loss of money.