# Pro Access Get answers to all of your questions regarding Brex **URL Source:** https://www.brex.com/support/bookkeepers-pro-access --- ## Overview With Pro Access, accounting firms can manage multiple Brex customer accounts under a single login—no need to juggle multiple emails. This centralized workspace allows users to easily switch between clients and assign team members specific permissions to manage client accounts efficiently. **Key benefits:** - One login for access to multiple client accounts. - Role-based permissions (e.g., bookkeeper, bill pay drafter). - Easy switching between accounts. - Admin controls to manage firm users. - Scalable for firms with many clients. **Note:** Pro Access firm members appear on your account as external partners. By default, they can be assigned the bookkeeper role. You can also choose to grant your firm the card admin or account admin role. See Granting admin roles to your accounting firm below. ## For accounting firms ### Onboard to Pro Access To become a Pro Access partner: **Step 1:** Access [this](https://www.brex.com/product/pro-access/get-in-touch) page and submit the information requested. For your email, please add “+proaccess” after your username, but before your domain name. For example, if your email address is email@domain.com, sign up as email+proaccess@domain.com **Step 2:** Our team will respond within 1–2 business days. **Step 3:** Use the link in the welcome email to sign in and create your Pro Access account. (It is recommended that you use an incognito window.) ### Add your team to Pro Access Admins at your firm can invite internal team members and assign them roles: **Step 1:** In your dashboard, go to _Team_ > _Invite user_. ![Pro Access 1](https://brand.brex.com/asset/2a553f22-a7db-435e-aeef-cabeb3a08c5f/thumbnail/webimage-Pro-Access-1) **Step 2:** Add your Pro Access user’s name and email address. **Step 3:** Choose a permission level: - **Pro Access Admin**: Can accept or remove client connections, manage firm users, including other admins, and assign team members to specific client accounts. - **Pro Access User**: Can access the client accounts they’ve been assigned to, and view other team members assigned to those accounts. **Step 4:** Click _Send invite’_. You can remove or adjust user roles at any time under **Team**. Users can be assigned different roles per client. - **Bookkeeper:** Can view and manage accounting transactions, integrations, and exports. - **Bill pay drafter:** Can submit bills and trigger syncs, but cannot approve payments. **Note:** Larger teams can contact their Brex partnership representative to request a bulk upload of all employees on their behalf. ### Pending invitations Client accounts that invite your firm will appear under Pending in your Clients tab. Admins must accept the request to finalize the connection. ### Access and switch between client accounts Once invited by clients, you'll see them listed under _Clients_ in your Pro Access dashboard. To switch between clients: **Step 1:** Click your name at the top left and select **Switch.** ![Pro Access 2](https://brand.brex.com/asset/63a043bf-2ff8-4f94-8c96-ec9fd1d526d2/thumbnail/webimage-Pro-Access-2) **Step 2:** Or go to _‘Clients’_, and click ‘_Manage’_ on the client record. ![Pro Access 3](https://brand.brex.com/asset/ae1ff4ee-dbef-486c-82b0-a159b68f8b5f/thumbnail/webimage-Pro-Access-3) This allows you to move between clients without logging out. To go back to your list of clients in your Pro Access dashboard, click “Exit” in the black bar at the top of the screen. ![Pro Access 4](https://brand.brex.com/asset/b12283df-54ca-4c9d-8647-25479d288a05/thumbnail/webimage-Pro-Access-4) ### Manage your Pro Access team As a Pro Access admin, you can: - Add/remove internal users or other admins. - Assign user roles per client account. - Revoke access to specific clients. #### Editing team members: **Step 1:** Go to ‘_Team’_**.** **Step 2:** Find the team member you want to update, and click on their name to edit roles, manage clients, or deactivate them. **Step 3:** Review the user details, confirming assignments and/or roles. Changes will be saved automatically.  **Note:** Your firm cannot grant or revoke role types that have not been approved for your firm. If a role you need isn't listed, the client hasn't enabled it. You can request it from the client record on your _Clients_ page, and the client will see the request in their task inbox. ### Disconnect from a client You can off-board a client at any time. **Step 1:** Go to _Clients_**.** **Step 2:** Go to the client, select the 3 dots, and click ‘_Disconnect’_**.** ![Pro Access 5](https://brand.brex.com/asset/c0d16a58-6f87-429d-bc0e-0ddfe5e2baac/thumbnail/webimage-Pro-Access-5) **Note:** Disconnected clients remain visible with a _Disabled_ status. Rejected invitations won’t appear. ### Downloading statements in bulk If your firm manages multiple clients, you can download financial statements for all of them at once directly from your Pro Access dashboard, without having to open each client account individually. Bulk statement downloads are available to Pro Access admins and users assigned to the relevant client accounts. To download statements in bulk: **Step 1:** In your Pro Access dashboard, go to _Clients_ and select the clients whose statements you want to download. **Step 2:** Click _Download statements_. **Step 3:** Choose a date range for the statements you want (e.g., last month or the last 6 months). **Step 4:** Select the statement types you want to include. **Step 5:** (Optional) Customize the folder structure of the downloaded ZIP file. You can organize by client, calendar month, statement type, and entity — and rearrange the order. A preview shows what the structure will look like before you download. **Step 6:** Click _Start download_. Your download will appear in the queue at the top of the page. You can monitor in-progress downloads there and re-download any historical jobs at any time. ## For 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:** Pro Access firms have the same permissions on your Brex account as a [bookkeeper](https://www.brex.com/brex-role-types-and-permissions) role type. These user types do not count against your seat count. **Step 1:** In your dashboard, go to _Team_ > _Accounting firms_ > _Invite accounting firm._ **Step 2:** Type the firm’s name into the search bar and select your external partner from the list. **Note:** If you can’t find the partner in the dropdown, the firm isn’t a Pro Access partner of Brex. You can either ask the external firm to add themselves by following the steps above or invite them as a [bookkeeper](https://www.brex.com/add-and-invite-users) to your account. Please choose firms that you've already evaluated as your trusted bookkeeping partner. **Step 3:** Review the permission details and press _Invite_. **Step 4:** You can now see the pending invite in _Team > Partner._ The status of the connection will show _Invited_, _Active_, or _Disconnected_. ### Granting admin roles to your accounting firm By default, your accounting firm's team members can be assigned the bookkeeper role on your account. If your firm handles work that goes beyond bookkeeping — managing cards and budgets, setting policy, or moving money — you can grant the firm permission to assign admin roles to its own team members. You control which roles the firm is allowed to assign. The firm decides which of its team members receives each role. Two roles are available to grant: - **Card admin:** access to your company's overall account settings, including cards, budgets, vendors, policies, and bills. Excludes anything tied to your Brex business account. - **Account admin:** everything a card admin can do, plus banking, including transfers and deposits. **Note:** Account admin is only available to grant if your company has an active Brex business account. To grant a role: **Step 1:** In your dashboard, go to _Team > Accounting firms_. **Step 2:** Select your accounting firm to open the _Manage_ drawer. **Step 3:** Under _Enabled roles_, turn on each role you want the firm to be able to assign. **Step 4:** Your change takes effect immediately. The firm can now assign that role to its team members who are connected to your account. Both admin roles are off by default. Nothing above bookkeeper-level access is ever granted automatically. ### Approving a request from your firm Your firm can also ask you for a role instead of waiting for you to grant it. When they do, the request arrives in your Task inbox, and you can approve or deny it there or from _Team > Accounting firms_. Requests are visible on both the dashboard and the Brex app. ### Revoking an admin role To revoke a role, go to _Team > Accounting firms_, select the firm, and turn the role off under _Enabled roles_. **Note:** Revoking a role immediately returns every firm member who held it on your account to the bookkeeper role. They keep bookkeeper access unless you disconnect the firm entirely. When you invite a firm or grant it access, you confirm that you are authorized by your company to give these permissions. Brex may act on instructions from any authorized user on your account. ### Disconnecting an account 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 assigned to it will lose access. **Note:** Any members that you have invited directly will not be disconnected. **Step 1:** Go to _Team_ > _Accounting firms_. **Step 2:** Select the accounting firm and click ‘_Remove firm’_. ### Review the accounting firm's access When you connect an accounting firm through Pro Access, the firm appears in your dashboard under _Team > Accounting firms_. You can see the firm’s status and the number of users assigned to it. Pro Access firms have the same permissions on your Brex account as the bookkeeper role unless additional permissions are assigned. This means assigned firm users may be able to view and manage accounting transactions, integrations, and exports, based on the access granted to the firm. To review accounting firm access, follow these steps: **Step 1:** In your dashboard, go to _Team > Accounting firms_. **Step 2:** Review the firm’s _Status_. Active firms currently have access to your Brex account. **Step 3:** Review the number shown under _Users_. This number represents users from the accounting firm who may be assigned to your Brex account through Pro Access. **Step 4:** If you need the names of the specific users assigned by the accounting firm, contact your accounting firm’s Pro Access admin and ask them to confirm which users are assigned to your Brex account. **Step 5:** If you no longer want the accounting firm to access your Brex account, select the firm and click _Remove firm_. ## Troubleshooting #### Connecting Bank Feed in QuickBooks Online For customers with a Brex Business Account, you will need to set up a bank feed in QuickBooks Online. You can use your Pro Access login to establish the connection directly in QuickBooks Online. For customers with only a Brex Card account, you can set up a Brex to QuickBooks integration by following this [article](https://www.brex.com/quickbooks-online-integration). The Brex to QuickBooks integration will allow you to export Brex Card transactions to QuickBooks Online with clean, enriched transaction data for easy reconciliation. #### Connecting Bank Feed in Xero For customers using Xero, all configurations can be done in Brex. You can set up a Brex to Xero integration by following this [article](https://www.brex.com/xero-integration). If your customer has a Brex Business Account, you can set up the bank feed under Accounting -> Xero Settings. This will populate transactions every 24 hours in Xero. #### Limitations Whichever role a Pro Access firm member holds on a client account, they cannot: - Be assigned a spend limit, or be issued a Brex card on the client's account. This is only possible if the client invites that person to their company directly. - Be part of an expense approval chain. They can still override an approval chain and approve an expense. - Approve or deny bills in the dashboard. - Configure purchasing card (P-Card) controls. ## Contact Brex Support Please email [proaccess@brex.com](mailto:proaccess@brex.com) for dedicated support to accounting partners.