Onboarding guide for Brex account admins

Welcome to Brex and congratulations on getting your cash management account!

We'll walk you through the setup process for your Brex business account and introduce you to the account's main functions.

Interested in learning more about how this works? Take a look at our guided product tour, which will give you a dynamic look around your dashboard!

Step 1: Fund your Brex business account

You can fund your account in 2 ways:

1. Initiate an ACH or wire transfer from your other accounts by clicking Add funds on the Transactions page under the Cash tab.

2. Send funds externally via your financial institution.

To view your account and routing number, click View details under Account details on the Transactions page.

Please note that it may take up to 5 business days for the funds to clear into your Brex business account. Read this article for more information.

Step 2: Invite a bookkeeper or admin

Account admins have a full view of both card and Brex business account transactions. They can set up integrations and invite new AP clerks, and are the only role type that can initiate payments with your Brex business account.

Bookkeepers act similar to a read-only user. They are not able to initiate payments, but can still see all transactions on the account and manage any integrations.

To invite a new admin or bookkeeper, navigate to Team and click Invite user on the right.

Step 3: Make your first payment

Once you have successfully transferred funds into your account, you'll see your available balance update at the top of the Transactions page. To make an ACH, wire, or check payment, select Send payment.

Follow the prompts to input your recipient’s information, select a payment method, and provide any additional information that is required for that form of transaction. You will also see an estimated completion date for the transfer depending on which payment method is used.

Step 4: Connect your payroll and other resources

You can connect your company resources with Brex using your account and routing numbers found on the Transactions page under Account details.

This article provides some additional links for connecting popular payroll services to your new account.

For additional questions please contact Brex Support and we'll be happy to help.

Customer support

If you have any additional questions, feel free to chat with us via your dashboard. Our hours are 5am to 8pm PT, 7 days per week.