# E-books

Research, reports, and guides for finance teams.

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

---

White papers and e-books

Research, reports, and guides for finance leaders.

![AI in accounting_
7 proven plays for a 3x faster close (4)](https://brand.brex.com/transform/abc2fde5-0ff7-4260-9ebc-9ae577e7b948/AI-in-accounting_-7-proven-plays-for-a-3x-faster-close-4)

Close faster and grow smarter with AI-powered accounting

Discover the key accounting and finance workflows global companies like SeatGeek are automating to reduce accounting overhead, accelerate the month-end close, and ultimately drive enterprise value.

## Related Articles

### [📋 7 Strategies to Increase Your T&E Program ROI](https://www.brex.com/resources/increase-travel-and-expense-program-roi)
**Description:** See how global organizations like Zoom and Scale AI are automating expense reports and unlocking 100% payment reconciliation.
**Excerpt:** Your corporate travel program might be costing you more than you know. Get the playbook that Zoom and Scale AI are using to travel smarter, save money, and increase travel ROI.
**Tags:** Midmarket, AI, Corporate travel management, Travel manager, Enterprise, Corporate credit cards

### [📋 CFO AI strategy](https://www.brex.com/resources/cfo-guide-ai-strategy-register)
**Description:** AI is changing how finance teams operate, and CFOs are under pressure to get it right — right now. This guide is your ticket to AI success.
**Excerpt:** "What's your AI strategy?" As a CFO, your answer can decide your company's future. This guide offers expert advice for deploying AI (and getting results) faster.
**Tags:** CFO/finance leader, Founder, Startups, Midmarket, Enterprise

### [📋 The finance team’s guide to leveraging AI](https://www.brex.com/resources/finance-teams-guide-to-leveraging-ai-register)
**Description:** AI can amplify human effort in every spend management workflow for greater compliance, accuracy, and speed — here's how to take advantage.
**Excerpt:** AI can amplify human effort in every spend management workflow for greater compliance, accuracy, and speed — here's how to take advantage.
**Tags:** Midmarket, Brex Empower, CFO/finance leader, AI

### [📋 The controller’s playbook: Smarter compliance through AI](https://www.brex.com/resources/the-controllers-guide-to-automating-compliance-register)
**Description:** Compliance is everyone’s job, but it falls to the controller to make it happen. AI-powered automation can supercharge compliance while unburdening your team.
**Excerpt:** Unburden your accounting team with AI-powered compliance automation that lets you close quicker and more accurately. Find out how in this ebook.
**Tags:** Midmarket, Controller/accountant, Brex Empower, Automation best practices

### [📋 The advanced AI playbook for CFOs](https://www.brex.com/resources/e-books/the-advanced-ai-playbook-for-cf-os-register)
**Description:** The advanced AI playbook for CFOs
**Excerpt:** How enterprise CFOs are moving beyond automation to agentic AI, and turning the capacity they free up into strategic influence.

### [📋 The guide to building a high-performing finance team](https://www.brex.com/resources/e-books/the-guide-to-building-a-high-performing-finance-team-register)
**Description:** How lean finance teams use AI to do more with less, move faster, and finally get to the strategic work that matters.
**Excerpt:** How lean finance teams use AI to do more with less, move faster, and finally get to the strategic work that matters.

### [📋 Why ‘Good Enough’ Banking is Costing You More Than You Think](https://www.brex.com/resources/e-books/good-enough-banking-costs-you-register)
**Description:** Your banking setup has hidden costs you're probably not tracking. See how unified spend management, corporate cards, and bill pay save your team time and money.
**Excerpt:** Your banking setup has hidden costs you're probably not tracking. See how unified spend management, corporate cards, and bill pay save your team time and money.
**Tags:** Midmarket, Enterprise, CFO/finance leader, Corporate credit card, Spend management insights, Scaling your business

### [Building trust in the digital finance era](https://www.brex.com/resources/e-books/building-trust-in-the-digital-finance-era-register)
**Description:** How Brex combines enterprise-grade security and rapid financial innovation to help companies scale with confidence in the digital finance era.
**Excerpt:** Security isn’t just compliance — it’s a growth strategy. See how Brex embeds enterprise-grade security across infrastructure, product, and AI to power innovation and scale with confidence.
**Tags:** Enterprise, Midmarket, AI, Vendor management, Startups

### [📋 Controller's guide to scaling without breaking](https://www.brex.com/resources/scaling-with-speed-and-control-register)
**Description:** Dive deep into how you can deliver both speed and control through rapid growth without losing your sanity or your weekends.
**Excerpt:** Dive deep into how you can deliver both speed and control through rapid growth without losing your sanity or your weekends.
**Tags:** Midmarket, Brex Empower, CFO/finance leader, AI

### [📋 Modern banking](https://www.brex.com/resources/startups-guide-to-modern-banking-register)
**Description:** Discover a new blueprint for startup banking that eliminates hidden fees and liquidity headaches to help you extend your runway.
**Excerpt:** Founders — stop losing money to banking fees and low yields. See why the Brex business account helps you earn more and grow faster.

**Tags:** Startups, Founder, Business banking

### [📋 The CFO Imperative](https://www.brex.com/resources/2025-cfo-survey-register)
**Description:** A survey of 500 finance leaders makes it clear: speed is critical for navigating market volatility and growth. See how they’re moving faster in Brex’s report.
**Excerpt:** How are top global CFOs preparing to lead the finance function forward? Our free report details why they're building for speed through AI adoption and resilient, global solutions.
**Tags:** CFO/finance leader, Founder, Startups, Midmarket, Enterprise

### [📋 The controller's guide to overcoming the accountant shortage](https://www.brex.com/resources/the-controllers-guide-to-overcoming-the-accountant-shortage-register)
**Description:** In this paper, we explore the potential pitfalls of the accountant shortage — and three of the possible solutions available to your business.
**Excerpt:** In this paper, we explore the potential pitfalls of the accountant shortage — and three possible solutions available to your business.
**Tags:** Midmarket, Enterprise, Controller/accountant, Expense management and reimbursements, Spend management insights

### [Brex and Mastercard global card solution](https://www.brex.com/resources/brex-and-mastercard-global-card-solution)
**Description:** Discover the 5 key ways in which Brex and Mastercard’s Global Card Solution delivers value to customers with global operations.
**Excerpt:** Discover the 5 key ways in which Brex and Mastercard’s Global Card Solution delivers value to customers with global operations.
**Tags:** Startups, Startups, Fundraising, Founder

### [📋 B2B payments](https://www.brex.com/resources/future-of-b2b-payments-register)
**Description:** More companies are moving away from checks and ACH transfers to pay their vendors. Our ebook explains why corporate cards are the future of B2B payments.
**Excerpt:** More companies are moving away from checks and ACH transfers to pay their vendors. Our ebook explains why corporate cards are the future of B2B payments.
**Tags:** CFO/finance leader, Founder, Startups, Midmarket, Enterprise

### [📋 CB Insights registration](https://www.brex.com/resources/cb-insights-report)
**Description:** CB Insights named Brex the top expense management software in its latest report. See why our global, end-to-end platform outranks Ramp, Navan, and Concur.
**Excerpt:** Want a “highflying” expense management solution? This CB Insights report names a few. If you want the No. 1 solution, it names one: Brex.
**Tags:** Expense management and reimbursements, Corporate credit card, Midmarket, Enterprise

### [📋 CFO View IDC Report](https://www.brex.com/resources/cfo-view-investing-in-financial-applications)
**Description:** CFOs have a lot to consider when buying a finance solution. This IDC report is a step-by-step guide for evaluating and choosing tools that drive business value.
**Excerpt:** Don’t miss IDC’s advice on how fast-moving CFOs can ensure their next finance tech investment is a winning one.
**Tags:** Midmarket, Startups, CFO/finance leader, Business efficiency, Scaling your business, System consolidation

### [📋 AI Budget IDC Report](https://www.brex.com/resources/cfos-future-proofing-ai-budget)
**Description:** IDC says the future of the CFO’s office depends on effectively using AI. Read their report to see how top CFOs are approaching AI budgeting and planning.
**Excerpt:** Learn how real CFOs are planning and budgeting for AI to future-proof their finance function — and their business.
**Tags:** Midmarket, Startups, CFO/finance leader, AI, Business efficiency, AI benefits

### [📋 Office of the CFO IDC Report](https://www.brex.com/resources/cfo-playbook-for-finance-transformation)
**Description:** An IDC survey captures what CFOs wished they knew before starting their finance transformation journey. Don’t miss out on this step-by-step advice for success!
**Excerpt:** Here’s the playbook leading CFOs wished they had before beginning their finance transformation journey.
**Tags:** Midmarket, Startups, CFO/finance leader, AI, Business efficiency, AI benefits

### [📋 FutureScape IDC Report](https://www.brex.com/resources/future-enterprise-intelligence-2024-predictions)
**Description:** This report gives IDC’s 10 best bets for companies looking to boost their enterprise intelligence programs and make faster, more impactful business decisions. 
**Excerpt:** Use IDC’s 10 best bets for boosting enterprise intelligence and accelerating the quality and speed of your business decisions.
**Tags:** Midmarket, Startups, CFO/finance leader, Business efficiency, Scaling your business, System consolidation

### [📋 Cash flow IDC Report](https://www.brex.com/resources/cash-flow-optimization-ai-ml)
**Description:** How optimized are your cash flow processes? This new IDC report explains how AI and ML will automate your cash forecasting, fraud detection, and reporting.
**Excerpt:** This IDC report explains why AI and ML bring new predictability and automation to cash management processes — and how you can capitalize.
**Tags:** Midmarket, Startups, CFO/finance leader, AI, Controller/accountant, Business account, Business efficiency

### [📋 The definitive guide to corporate cards](https://www.brex.com/resources/definitive-guide-to-corporate-cards-register)
**Description:** For too long, businesses have been held back by their corporate cards. It’s time to bring on a smart card. This e-book will show you how.
**Excerpt:** Discover the limitations of today's corporate cards and learn how smart cards can unlock the future of your business.
**Tags:** Midmarket, Enterprise, CFO/finance leader, Corporate credit card, Spend management insights, Scaling your business

### [📋 AI IDC Report](https://www.brex.com/resources/automate-accounts-payable-with-ai)
**Description:** IDC says generative AI is key to automating AP processes, but few vendors can deliver. See why Brex is atop IDC’s Market Perspective shortlist.
**Excerpt:** IDC’s Market Perspective outlines the 4 game-changing benefits of generative AI in AP and why Brex helps companies like yours get started.
**Tags:** Midmarket, Enterprise, CFO/finance leader, Procurement manager, Bill pay, AI, Automation best practices

### [📋 Grow CFO or No CFO](https://www.brex.com/resources/go-from-no-cfo-to-grow-cfo-register)
**Description:** Find out which side you’re on and get proven CFO tips for saying yes with confidence and driving business growth.
**Excerpt:** Are you slowing growth or enabling it? Find out where you stand and get proven CFO tips for saying yes with confidence.
**Tags:** Midmarket, Enterprise, CFO/finance leader, Brex Empower, Scaling your business, Financial discipline and cost savings, Business efficiency

### [📋 Forrester study](https://www.brex.com/resources/forrester-future-of-spend-management-register)
**Description:** Finance execs say efficient spend management will drive future business growth. See what you need to thrive in that future in this Forrester study. 
**Excerpt:** This Forrester study offers three spend management recommendations to thrive in the future of business. See what they are.
**Tags:** Midmarket, Enterprise, Spend management insights

### [📋 Legal AI white paper](https://www.brex.com/resources/risk-considerations-for-artificial-intelligence-register)
**Description:** Wondering which AI tools or policies to implement? Get best practices from Brex on AI use cases and legal risks to make an informed decision.
**Excerpt:** Wondering which AI tools or policies to implement? Learn the various types, use cases, and legal risks to help you make an informed decision.
**Tags:** Midmarket, Brex Empower, Automation best practices

### [📋 How to solve the T&E challenges holding your business back](https://www.brex.com/resources/solve-travel-and-expense-challenges-holding-your-business-back-register)
**Description:** Business leaders are demanding more of their T&E solutions as the costs and complexity of corporate travel increase.
**Excerpt:** Business leaders are demanding more of their T&E solutions as the costs and complexity of corporate travel increase.
**Tags:** Enterprise, Midmarket, Travel, Travel manager, Corporate travel management

### [AngelList](https://www.brex.com/resources/state-of-startups-2q23)
**Description:** This report offers timely insight into how capital flowed into and out of startups in Q2 ‘23 - and how that compares to trends in prior quarters.
**Excerpt:** This report offers timely insight into how capital flowed into and out of startups in Q2 ‘23 - and how that compares to trends in prior quarters.
**Tags:** Startups, Startups, Fundraising, Founder

### [📋 WBR report registration](https://www.brex.com/resources/future-of-procurement-register)
**Description:** How modern companies approach procurement as part of a unified spend management system.
**Excerpt:** How modern companies approach procurement as part of a unified spend management system.
**Tags:** AI, Procurement, Procurement manager, Enterprise

### [📋 The step-by-step guide to getting more from company spend.](https://www.brex.com/resources/guide-to-getting-more-from-company-spend-register)
**Description:** Discover why efficient, automated spend management is your new competitive advantage. 
**Excerpt:** Discover why efficient, automated spend management is your new competitive advantage. 
**Tags:** Enterprise, Midmarket, CFO/finance leader, Controller/accountant, Brex Empower, Spend management insights, Scaling your business

### [📋 The global CFO’s playbook](https://www.brex.com/resources/the-global-cfos-playbook-registration)
**Description:** Learn the approaches global CFOs are taking to mitigate risk and lead their businesses to financial success internationally.
**Excerpt:** Business operations get more complex as you expand internationally. Discover how today’s global CFOs are preparing to limit surprises, mitigate risks, and lead their businesses to financial success.
**Tags:** Midmarket, Enterprise, CFO/finance leader, Scaling your business, Global spend

### [📋 The finance leader’s guide to managing spend for a global business](https://www.brex.com/resources/finance-leaders-guide-to-managing-spend-for-a-global-business-register)
**Description:** Our global guide for finance leaders offers key ways to optimize global spend and local operations in non-US markets.
**Excerpt:** The key to optimizing global spend is enabling local spend. This guide tells you all you need to know.
**Tags:** Midmarket, Enterprise, CFO/finance leader, Brex Empower, Spend management insights, Global spend

### [📋 The CFO Playbook](https://www.brex.com/resources/the-cfo-playbook-register)
**Description:** CFOs share their insights on how to navigate changing markets and win in every economic climate.
**Excerpt:** CFOs share their insights on how to navigate changing markets and win in every economic climate.
**Tags:** Midmarket, Enterprise, CFO/finance leader, Spend management insights

### [📋 Sticking to the financial plan registration](https://www.brex.com/resources/sticking-to-the-financial-plan-register)
**Description:** This paper offers guidance for strategically driving your financial plan forward with confidence, no matter what the market holds.
**Excerpt:** This paper offers guidance for strategically driving your financial plan forward with confidence, no matter what the market holds
**Tags:** Midmarket, Enterprise, CFO/finance leader, Expense management and reimbursements, Financial discipline and cost savings

### [Brex Startup Review](https://www.brex.com/resources/brex-startup-review)
**Description:** Take a look at the economic factors that shaped 2022 — and 4 key ways that startups have adapted to build a successful 2023.
**Excerpt:** Take a look back at some of the economic factors that drove 2022 — and see how nimble startups have adapted to build a successful 2023.
**Tags:** Startups, Spend management insights, Startups

### [[New] 📋 The definitive guide to spend management registration page](https://www.brex.com/resources/the-definitive-guide-to-spend-management-register)
**Description:** Spend management is broken. Traditional approaches haven’t kept up. In this ebook, we evaluate the landscape today — and how to fix it.
**Excerpt:** Spend management is broken. Traditional approaches haven’t kept up. In this ebook, we evaluate the landscape today — and how to fix it.
**Tags:** Midmarket, Startups, CFO/finance leader, AI, Business efficiency, AI benefits