# E-books | Brex Resources

Research, reports, and guides for finance teams.

**URL Source:** https://www.brex.com/resources/books

---

> **Note:** This content was automatically generated from the HTML page because structured content was not available.

* * *

# E-books

Research, reports, and guides for finance teams.

* * *

Topic

Role

Reset

Filter (0)

By Topic

-   AI
-   AI benefits
-   Automation best practices
-   Bill pay
-   Brex Empower
-   Business account
-   Business banking
-   Business efficiency
-   Corporate credit card
-   Corporate credit cards
-   Corporate travel management
-   Enterprise
-   Expense management
-   Expense management and reimbursements
-   Financial discipline and cost savings
-   Fundraising
-   Global spend
-   Improving compliance
-   Midmarket
-   Procurement
-   Scaling your business
-   Spend management insights
-   Startups
-   System consolidation
-   Travel
-   Vendor management

By Role

-   CFO/finance leader
-   Controller/accountant
-   Founder
-   Procurement manager
-   Travel manager

## AI

[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F07e96561-a585-477b-b8cb-cf821f769013%2FWBR-preview&w=3840&q=75)

The future of procurement is automated and integrated

By Brex, August 2023

AIProcurement

Read more →

](/resources/future-of-procurement-register)

* * *

## CFO/finance leader

[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ff967c808-b4ba-4fe1-bcd2-ad184dd22594%2FThe-CFO-Imperative&w=3840&q=75)

The CFO Imperative

By Brex, April 2025

CFO/finance leaderFounder

Read more →

](/resources/2025-cfo-survey-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F6a755b61-0afc-4f3c-ae95-b65f11b4e438%2Faccounting-automation-e-book-preview&w=3840&q=75)

AI in accounting: 7 proven plays for a 3x faster close

By Brex, April 2025

CFO/finance leaderFounder

Read more →

](/resources/unlock-value-with-ai-powered-accounting-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1b49279f-50d2-40cf-8bb5-7a24c9d27dcc%2FCFO-s-guide-to-AI-strategy&w=3840&q=75)

CFO's guide to AI strategy

By Brex, September 2024

CFO/finance leaderFounder

Read more →

](/resources/cfo-guide-ai-strategy-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1af1fdc6-1708-40e4-843b-7c925c086cfb%2Fb2b-e-book-preview&w=3840&q=75)

The future of B2B payments

By Brex, September 2024

CFO/finance leaderFounder

Read more →

](/resources/future-of-b2b-payments-register)

* * *

## Enterprise

[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F51da154d-8c9a-4023-9d54-fc1c6a90de20%2FGRC-white-paper-article-image&w=3840&q=75)

Building trust in the digital finance era

By Brex, March 2026

EnterpriseMidmarket

Read more →

](/resources/e-books/building-trust-in-the-digital-finance-era-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fee717d10-afc6-4f53-b2ac-ec6ccdc50ec4%2Fcorporate-card-ebook-preview&w=3840&q=75)

The definitive guide to corporate cards

By Brex, March 2024

EnterpriseMidmarket

Read more →

](/resources/definitive-guide-to-corporate-cards)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F064a7889-b482-47c7-aae6-d11527ba564b%2FGrow-CFO-preview&w=3840&q=75)

Are you a Grow CFO or a No CFO?

By Brex, February 2024

EnterpriseMidmarket

Read more →

](/resources/go-from-no-cfo-to-grow-cfo)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fa3cd2ff4-3d8f-49f1-9fdf-d6bb81fc41a8%2FT-E-ebook-preview&w=3840&q=75)

How to solve the T&E challenges holding your business back

By Brex, August 2023

EnterpriseMidmarket

Read more →

](/resources/solve-travel-and-expense-challenges-holding-your-business-back-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F12f5109e-043a-47f1-a430-776adfb0db07%2Funified-spend-preview&w=3840&q=75)

The step-by-step guide to getting more from company spend

By Brex, June 2023

EnterpriseMidmarket

Read more →

](/resources/guide-to-getting-more-from-company-spend-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F12f5109e-043a-47f1-a430-776adfb0db07%2Funified-spend-preview&w=3840&q=75)

The step-by-step guide to getting more from company spend

By Brex, June 2023

EnterpriseMidmarket

Read more →

](/resources/guide-to-getting-more-from-company-spend)

* * *

## Expense management and reimbursements

[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F3b2f6ceb-2c70-416c-8add-eab9c87af779%2FCB-Insights-preview&w=3840&q=75)

CB Insights report: Brex is No. 1 for expense management

By Brex, May 2024

Expense management and reimbursementsCorporate credit card

Read more →

](/resources/cb-insights-report)

* * *

## Midmarket

[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F88891aff-e433-4f57-b5ae-81bfda9011ce%2FGood-enough-banking-ebook-article-image-1&w=3840&q=75)

Why "good enough" banking is costing you more than you think

By Brex, May 2026

MidmarketEnterprise

Read more →

](/resources/e-books/good-enough-banking-costs-you-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fbb871fae-0762-4877-9561-7559fddce6bc%2Fbrex-x-navan-e-book-preview&w=3840&q=75)

7 strategies to increase your T&E program ROI

By Brex, December 2025

MidmarketAI

Read more →

](/resources/increase-travel-and-expense-program-roi)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F86c17d0d-563c-42bf-b23b-a876a4666767%2Fscaling-e-book-preview&w=3840&q=75)

Controller's guide to scaling without breaking

By Brex, November 2025

MidmarketBrex Empower

Read more →

](/resources/scaling-with-speed-and-control)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F56589051-48b6-4c25-95fd-9322c974c1cd%2FController-s-guide-to-scaling-without-breaking&w=3840&q=75)

Controller's guide to scaling without breaking

By Brex, November 2025

MidmarketBrex Empower

Read more →

](/resources/scaling-with-speed-and-control-register)[

The controller's guide to overcoming the accountant shortage

By Brex, February 2025

MidmarketEnterprise

Read more →

](/resources/the-controllers-guide-to-overcoming-the-accountant-shortage-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fb2a4272a-f09c-4f11-87bc-82d3b06c9435%2FOffice-of-the-CFO-preview-2&w=3840&q=75)

Get the CFO playbook for finance transformation

By Brex, March 2024

MidmarketStartups

Read more →

](/resources/cfo-playbook-for-finance-transformation)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ffdb6b9a5-d9b0-41cd-a1ab-e182e266380b%2FFutureScape-preview&w=3840&q=75)

IDC FutureScape: Worldwide Future of Enterprise Intelligence 2024 Predictions

By Brex, March 2024

MidmarketStartups

Read more →

](/resources/future-enterprise-intelligence-2024-predictions)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F161e0788-c90a-4deb-9822-fbce5887f4b8%2FIDC-AI-budget-preview&w=3840&q=75)

CFO Future Proofing: AI Budgeting

By Brex, March 2024

MidmarketStartups

Read more →

](/resources/cfos-future-proofing-ai-budget)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F4450cca4-ede5-4d1e-8943-6e521778105d%2FCFO-view-preview&w=3840&q=75)

5 things CFOs should know about investing in financial applications

By Brex, March 2024

MidmarketStartups

Read more →

](/resources/cfo-view-investing-in-financial-applications)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F5abdfa68-faf9-49e6-89e2-e28c32fec54c%2FIDC-cash-flow-preview&w=3840&q=75)

Optimizing Cash Flow with AI

By Brex, March 2024

MidmarketStartups

Read more →

](/resources/cash-flow-optimization-ai-ml)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fee717d10-afc6-4f53-b2ac-ec6ccdc50ec4%2Fcorporate-card-ebook-preview&w=3840&q=75)

The definitive guide to corporate cards

By Brex, March 2024

MidmarketEnterprise

Read more →

](/resources/definitive-guide-to-corporate-cards-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fc1a3cfb2-2d8b-425f-9673-271be5b71ac6%2FIDC-AI-preview&w=3840&q=75)

Generative AI in Accounts Payable

By Brex, February 2024

MidmarketEnterprise

Read more →

](/resources/automate-accounts-payable-with-ai)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F064a7889-b482-47c7-aae6-d11527ba564b%2FGrow-CFO-preview&w=3840&q=75)

Are you a Grow CFO or a No CFO?

By Brex, February 2024

MidmarketEnterprise

Read more →

](/resources/go-from-no-cfo-to-grow-cfo-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F894f6f41-2ac9-4c36-a261-0d6cd47920a0%2FForrester-preview&w=3840&q=75)

The future of spend management

By Brex, February 2024

MidmarketEnterprise

Read more →

](/resources/forrester-future-of-spend-management-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F98a9759b-2daf-4508-92d6-f8586bc390d0%2FLegal-AI-preview&w=3840&q=75)

Risk considerations and guidelines for artificial intelligence

By Brex, November 2023

MidmarketBrex Empower

Read more →

](/resources/risk-considerations-for-artificial-intelligence-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F98a9759b-2daf-4508-92d6-f8586bc390d0%2FLegal-AI-preview&w=3840&q=75)

Risk considerations and guidelines for artificial intelligence

By Brex, November 2023

MidmarketAI

Read more →

](/resources/risk-considerations-for-artificial-intelligence)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F90ce3257-ea44-4003-8aa4-edca4806a82e%2FThe-finance-team-s-guide-to-leveraging-AI&w=3840&q=75)

The finance team’s guide to leveraging AI

By Brex, September 2023

MidmarketBrex Empower

Read more →

](/resources/finance-teams-guide-to-leveraging-ai)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F90ce3257-ea44-4003-8aa4-edca4806a82e%2FThe-finance-team-s-guide-to-leveraging-AI&w=3840&q=75)

The finance team’s guide to leveraging AI

By Brex, September 2023

MidmarketBrex Empower

Read more →

](/resources/finance-teams-guide-to-leveraging-ai-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F24e91eef-84be-4794-8802-79e7d024d5c2%2FThe-controller-s-playbook-Smarter-compliance-through-AI&w=3840&q=75)

The controller’s playbook: Smarter compliance through AI

By Brex, September 2023

MidmarketController/accountant

Read more →

](/resources/the-controllers-guide-to-automating-compliance-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F24e91eef-84be-4794-8802-79e7d024d5c2%2FThe-controller-s-playbook-Smarter-compliance-through-AI&w=3840&q=75)

The controller’s playbook: Smarter compliance through AI

By Brex, September 2023

MidmarketController/accountant

Read more →

](/resources/controllers-playbook)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fa3cd2ff4-3d8f-49f1-9fdf-d6bb81fc41a8%2FT-E-ebook-preview&w=3840&q=75)

How to solve the T&E challenges holding your business back

By Brex, August 2023

MidmarketEnterprise

Read more →

](/resources/solve-travel-and-expense-challenges-holding-your-business-back)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F07e96561-a585-477b-b8cb-cf821f769013%2FWBR-preview&w=3840&q=75)

The future of procurement is automated and integrated

By Brex, August 2023

MidmarketEnterprise

Read more →

](/resources/future-of-procurement)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F06c9ee21-0f98-4935-9c7e-8afea57e125e%2FGlobal-CFO-preview&w=3840&q=75)

The Global CFO’s Playbook

By Brex, May 2023

MidmarketEnterprise

Read more →

](/resources/the-global-cfos-playbook)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F06c9ee21-0f98-4935-9c7e-8afea57e125e%2FGlobal-CFO-preview&w=3840&q=75)

The global CFO’s playbook

By Brex, May 2023

MidmarketEnterprise

Read more →

](/resources/the-global-cfos-playbook-registration)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F2f69460e-bf35-46ea-b9b4-df189302f4e9%2FGlobal-spend-management-preview&w=3840&q=75)

The finance leader’s guide to managing spend for a global business

By Brex, May 2023

MidmarketEnterprise

Read more →

](/resources/finance-leaders-guide-to-managing-spend-for-a-global-business-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fda4bd18e-e32c-4f5d-a214-1dead8692061%2Fcontrollers-guide-preview&w=3840&q=75)

The controller's guide to overcoming the accountant shortage

By Brex, April 2023

MidmarketEnterprise

Read more →

](/resources/the-controllers-guide-to-overcoming-the-accountant-shortage)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fcfd5aa10-d459-4305-a462-5f96dfcd85f3%2Fcfo-playbook-preview&w=3840&q=75)

The CFO playbook

By Brex, March 2023

MidmarketEnterprise

Read more →

](/resources/the-cfo-playbook-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F660a2cbd-5cb8-4993-8b14-b761bcd8b34c%2F16_9-5-tips-to-keep-your-financial-plan-on-track&w=3840&q=75)

Sticking to the financial plan

By Brex, February 2023

MidmarketEnterprise

Read more →

](/resources/sticking-to-the-financial-plan-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fd99fd856-9218-47b2-959c-2156525e1c52%2FSpend-Management-Guide_Book_blue&w=3840&q=75)

The definitive guide to spend management

By Brex, January 2023

MidmarketStartups

Read more →

](/resources/the-definitive-guide-to-spend-management-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fd99fd856-9218-47b2-959c-2156525e1c52%2FSpend-Management-Guide_Book_blue&w=3840&q=75)

The definitive guide to spend management

By Brex, January 2023

MidmarketEnterprise

Read more →

](/resources/the-definitive-guide-to-spend-management)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F660a2cbd-5cb8-4993-8b14-b761bcd8b34c%2F16_9-5-tips-to-keep-your-financial-plan-on-track&w=3840&q=75)

Sticking to the financial plan

By Brex, January 2023

MidmarketEnterprise

Read more →

](/resources/sticking-to-the-financial-plan)

* * *

## Startups

[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F51da154d-8c9a-4023-9d54-fc1c6a90de20%2FGRC-white-paper-article-image&w=3840&q=75)

Building trust in the digital finance era

By Brex, March 2026

StartupsEnterprise

Read more →

](/resources/e-books/building-trust-in-the-digital-finance-era)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fc6984a84-b825-4981-9cc9-83aae8dd2652%2FModern-banking_ebook-preview&w=3840&q=75)

The startup’s guide to modern banking.

By Brex, August 2025

StartupsFounder

Read more →

](/resources/startups-guide-to-modern-banking)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fc6984a84-b825-4981-9cc9-83aae8dd2652%2FModern-banking_ebook-preview&w=3840&q=75)

The startup’s guide to modern banking

By Brex, August 2025

StartupsFounder

Read more →

](/resources/startups-guide-to-modern-banking-register)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F88891aff-e433-4f57-b5ae-81bfda9011ce%2FGood-enough-banking-ebook-article-image-1&w=3840&q=75)

Why ‘Good Enough’ Banking is Costing You More Than You Think

By Brex, August 2025

StartupsFounder

Read more →

](/resources/e-books/good-enough-banking-costs-you)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fd088ac91-8156-4338-93cf-6bc0778697c2%2FMC-preview-actual-cover&w=3840&q=75)

Brex and Mastercard: Building with the global customer in mind

By Brex, December 2024

StartupsStartups

Read more →

](/resources/brex-and-mastercard-global-card-solution)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fdf212ca8-5695-4fc4-ae19-d077cc92624d%2F2023-startups-review-preview&w=3840&q=75)

Startup ecosystem year in review

By Brex, December 2023

StartupsScaling your business

Read more →

](/resources/startup-ecosystem-year-in-review)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F5327433f-c840-4aa7-a431-c0523ee1da1a%2FState-of-startups-preview&w=3840&q=75)

The State of U.S. Early-Stage Venture & Startups: 2Q23

By Brex, August 2023

StartupsStartups

Read more →

](/resources/state-of-startups-2q23)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F0c843441-2a63-4bfe-b591-c22f7168b865%2FBrex-Startup-Review-preview-image&w=3840&q=75)

Brex Startup Review

By Brex, January 2023

StartupsSpend management insights

Read more →

](/resources/brex-startup-review)

* * *

## Other

[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Ff967c808-b4ba-4fe1-bcd2-ad184dd22594%2FThe-CFO-Imperative&w=3840&q=75)

The CFO Imperative

By Brex, April 2025

Read more →

](/resources/2025-cfo-survey)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fabc2fde5-0ff7-4260-9ebc-9ae577e7b948%2FAI-in-accounting_-7-proven-plays-for-a-3x-faster-close-4&w=3840&q=75)

AI in accounting: 7 proven plays for a 3x faster close

By Brex, April 2025

Read more →

](/resources/unlock-value-with-ai-powered-accounting)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1b49279f-50d2-40cf-8bb5-7a24c9d27dcc%2FCFO-s-guide-to-AI-strategy&w=3840&q=75)

CFO's guide to AI strategy

By Brex, September 2024

Read more →

](/resources/cfo-guide-ai-strategy)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F1af1fdc6-1708-40e4-843b-7c925c086cfb%2Fb2b-e-book-preview&w=3840&q=75)

The future of B2B payments

By Brex, September 2024

Read more →

](/resources/future-of-b2b-payments)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F50d1f5aa-40d1-4e8e-8f02-6f4bc6499340%2FWoodard-report-e-book-preview&w=3840&q=75)

The essential guide to accounting automation

By Brex, August 2024

Read more →

](/resources/accounting-automation-guide)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F894f6f41-2ac9-4c36-a261-0d6cd47920a0%2FForrester-preview&w=3840&q=75)

Forrester study

By Brex, February 2024

Read more →

](/resources/forrester-future-of-spend-management)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2F2f69460e-bf35-46ea-b9b4-df189302f4e9%2FGlobal-spend-management-preview&w=3840&q=75)

The finance leader’s guide to managing spend for a global business

By Brex, May 2023

Read more →

](/resources/finance-leaders-guide-to-managing-spend-for-a-global-business)[

![](/_next/image?url=https%3A%2F%2Fbrand.brex.com%2Ftransform%2Fcfd5aa10-d459-4305-a462-5f96dfcd85f3%2Fcfo-playbook-preview&w=3840&q=75)

The CFO Playbook

By Brex, March 2023

Read more →

](/resources/the-cfo-playbook)

* * *

Keep up with Brex Benchmark and Brex product updates.

Subscribe

* * *