# Plaid cuts expense time by 30% and gains total spend control with Brex See how Plaid consolidated five spend tools into Brex to gain visibility, eliminate expense surprises, and save time for finance, AP, and employees. **URL Source:** https://www.brex.com/resources/customer/plaid --- ![Plaid hero](https://brand.brex.com/transform/c63cb121-4f9d-4483-b2a1-44ba136dd26c/Plaid-hero) # Plaid cuts expense time by 30% and gains total spend control with Brex. ![Plaid stats](https://brand.brex.com/transform/c59ee38a-8990-4a4e-a643-44dd99675f94/Plaid-stats) ### About Plaid Securely connecting banks to apps and powering modern finance [Plaid](https://plaid.com/) quietly powers thousands of financial apps you use every day. Whether you're sending money, managing your budget, or applying for a loan, Plaid's likely working behind the scenes to securely connect your bank account. With over 1,000 employees globally, Plaid helps companies from high-growth startups to global enterprises build modern financial experiences. ![Plaid software](https://brand.brex.com/transform/7474e2b5-8a7f-4f8c-9982-ee24a365f3a3/Plaid-inline-2-1) ### Challenges Too many spend tools, not enough control or visibility Plaid relied on five different tools for travel expenses and corporate cards for US and international spend. Employees navigated a maze of logins, approval flows, and policies that varied by region and expense type. With only a handful of corporate cards issued to employees, employees had to wait weeks to get their reimbursements. With limited controls and visibility, finance had to chase employees every month just to close the books. “There was a lot of chasing receipts, rubber stamping approvals, and no consistent process,” said Sophie Chiang, lead accounting manager at Plaid. “Finance lost time asking the same questions every month. It was frustrating for our AP lead and for employees, too.” Plaid sought a single, integrated solution to control spend, automate routine financial processes, and improve the employee experience. ### Solution One platform to control spend and automate expense workflows Plaid selected Brex over competitive solutions because Brex was the only fully integrated, global finance platform. Plaid can efficiently manage [corporate cards](https://www.brex.com/product/credit-card), [reimbursements](https://www.brex.com/support/expense-reimbursements), [business travel](https://www.brex.com/product/travel-expense-management), and [expense reporting](https://www.brex.com/product/expense-management) in one place. Employees no longer have to juggle multiple tools to book travel, track and submit expenses, and request virtual cards. Plaid’s TechOps team uses Brex cards to manage software and hardware purchases, while finance accelerates the month-end close through Brex’s NetSuite integration. ![UI of Brex's Netsuite integration](https://brand.brex.com/transform/056c8f86-ebc6-4b58-a7a1-aa0e69c38dda/Childrens-place-inline) “The big driver was Brex’s consolidated platform,” Sophie said. “Our employees get a single login for travel and expenses, and finance can automate away much of the expense busywork.” “Each month-end close gets better because Brex eliminated the last-minute work that used to slow us down.” — Sophie Chiang, Lead Accounting Manager, Plaid ### Impact Over $50K in rewards, 30% less time on expenses, and a faster close With travel, expenses, reimbursements, and vendor spend centralized on Brex, Plaid gained the visibility and efficiency they were looking for. Employees now spend 30% less time submitting expenses thanks to features like auto-generated receipts, AI-suggested categories, and attendee auto-fill from calendar meetings. They also have a single place to request virtual cards, book travel, and get reimbursed in days instead of weeks. For finance, Brex helped cut 12 hours from every month-end close by automating accruals and expense reconciliations through the NetSuite integration. [Spend limits](https://www.brex.com/platform/spend-limits) are standardized across the company, including weekly stipends for incidentals, and reconciliation is far less manual. "With Brex, budgets are managed before spend happens and not after, which eliminates rogue [expense reimbursements](https://www.brex.com/spend-trends/expense-management/expense-reimbursement),” Sophie said**.** “Each month-end close gets better because Brex eliminated the last-minute work that used to slow us down.” Sophie said Brex’s visibility has been the differentiator: “Our prior setup didn't give us full visibility into expense details. With Brex, we can trace expenses to their spend limits, which gives us so much more transparency and control.” Plaid now earns over $50K a year in card rebates, applied directly to their monthly statement, while Brex’s AI and automation tools continue to transform their workflows. “Like most companies, we're leaning into AI to gain new efficiencies,” Sophie said. “Brex has made a huge impact. The pre-filled memos, the auto-categorization, the AI suggestions — it all enables a more productive team. Their constant AI rollouts are helping us move faster.” ![UI of AI reading an invoice](https://brand.brex.com/transform/1d5391a8-ad41-4b00-80ed-2468a3488c94/Plaid-inline-2) For Sandy Yang, Plaid’s head of accounting, Brex creates more space for Plaid to dream big. “Brex is a night-and-day change compared to what we had in the past,” she said. “Brex drives efficiency across the board: employees save time on day-to-day tasks, and our finance team can redirect energy from administration to more value-adding work.” ## Related Articles ### [Lemonade case study](https://www.brex.com/resources/customer/lemonade) Tech-forward insurance carrier Lemonade automates spend reconciliation and saves on foreign exchange fees by switching to the Brex card for its global entities. ### [See how Pilot grows faster with the Brex card’s built-in expense software.](https://www.brex.com/resources/customer/pilot) See how Pilot provides bookkeeping, tax prep, CFO services, and financial operations to 1000+ startups ranging from pre-seed through Series C. ### [Pramand case study](https://www.brex.com/resources/customer/pramand) Discover how Pramand reduced busywork and accelerated its month-end close by 70% with Brex automations. ### [Fullsteam seamlessly manages travel, payments, and expenses for multiple entities on Brex.](https://www.brex.com/resources/customer/fullsteam) See how Fullsteam seamlessly manages AP, travel, and expenses for multiple entities with Brex’s intelligent finance platform. ### [Attivo Partners case study](https://www.brex.com/resources/customer/attivo-partners) See how Attivo Partners automates 80% of expense categorization and gets time back to focus on advising their VC-backed startup clients. ### [BambooHR case study](https://www.brex.com/resources/customer/bamboohr) See how an integrated spend and accounting platform accelerates expenses and streamlines the month-end close.