Can bookkeepers access multiple Brex accounts?

Brex Plus With Pro Access, bookkeepers can sign in and access client accounts under one login. There’s no limit to the number of client accounts that can be added.

Note: Bookkeepers only have read-only access to their clients’ Brex accounts. For more details on the bookkeeper role type, please read What are the various Brex role types?.

Accounting firms

Enable Pro Access

Account or card admins can enable Pro Access for bookkeepers by following the steps below.

Step 1: Go to brex.com/proaccess and click Open an account. When prompted to sign up for a specific product, click Card only.

Step 2: Email proaccess@brex.com once the application is complete. Wait until you receive a response confirming the bookkeeper has been added as a partner before moving to the next step.

Step 3: Sign into your Brex dashboard and go to Team > Add users > Invite external partner.

Step 4: Search the partner name and click Grant access.

Once the invite is sent, you’ll see a new Partner tab on your Team page.

If you have any questions or need help, please contact proaccess@brex.com.

Invite Pro Access users

Account or card admins can invite other staff members to join the external firm’s Brex account via email. During the invitation process, you’ll choose each invitee’s role type. You can also change the Pro Access admin and user role types in the future.

Step 1: In your dashboard, go to Team > Invite new user.

Step 2: Select Pro Access user.

Switch between client accounts

As a Pro Access user or admin, you can toggle between your assigned accounts without signing in and out of Brex.

Step 1: In your dashboard, click your name at the top right corner of the dashboard and then click your company name to access a dropdown menu.

Step 2: Type in the name of the company you want to switch to and press the Enter key.

Manage users

As a Pro Access admin, you can:

• Invite and remove any user or admin from the Pro Access account

• Change the roles of any Pro Access user or admin

• Unassign users or admins from previously assigned client account(s)

• Remove any user or admin from the Pro Access account

Step 1: In your dashboard, click Team or Client to view the full list of Pro Access users and admins.

Step 2: Click the name of the user or admin to make the necessary changes.

Disconnect accounts

As a Pro Access admin, you can offboard any client from Client > Disconnect.

Note: You’ll still see offboarded clients on your Clients page with a Disabled status. Rejected connections won’t appear.

Brex account owners

Add an accounting firm

As an account or card admin, you can invite an external firm to automatically assign them the bookkeeper role.

Note: Bookkeepers only have read-only access to their clients’ Brex accounts. For more details on the bookkeeper role type, please read What are the various Brex role types?.

Step 1: In your dashboard, go to Team > Add users > Invite external partner.

Step 2: Type the firm’s name into the search bar and select your external partner from the list.

Step 3: Review the permission details and press Next.

Step 4: You can now see the pending invite in Team > Partner. The status of the connection will show Pending, Active, or Disconnected.

Disconnect an accounting firm

Account and card admins can terminate the external firm’s access to your Brex account by disconnecting the original Pro Access user or admin that you invited. Once the original invitee is terminated, the Pro Access account is disconnected and all Pro Access users that were assigned to that account will lose access.

Step 1: Go to Team > Partner.

Step 2: Select the accounting firm and click Disconnect.

Contact Brex Support

Please email proaccess@brex.com or see How can I contact Brex Support.