Brex ERP integrations
This article refers to a feature that might not be available in your current Brex plan. If you'd like to learn more about this feature and how to unlock additional capabilities in Brex's upgraded plans, please have your account or card admin reach out to Brex Support by clicking on Support in your dashboard.
Overview
If you use one of the industry-standard ERP softwares, there’s a good chance that you can integrate it directly with your Brex account. This means that, from your Brex dashboard, you can sign in to your ERP and regularly sync your transactions at the push of a button. Even if your ERP of choice isn’t one of the ones that we support a direct integration with, you can still export your transactions as a CSV for an easy manual upload.
Supported integrations
Brex integrates with the following ERPs. Click the links below for setup instructions:
For Essentials Essentials
- Netsuite Standard Implementation
- Pilot
- QuickBooks Desktop
- QuickBooks Online
- Sage Intacct
- Universal CSV
- Xero
For Premium, Enterprise, and P-card Premium Enterprise P-card
- Concur
- Conferma Pay
- CoupaPay
- Expensify
- NetSuite
- Pilot
- QuickBooks Desktop
- QuickBooks Online
- Sage Intacct
- Xero
- HRIS (including Rippling, Workday, ADP, Gusto)
Removing an integration
Account admins, card admins, and bookkeepers can disable the existing integration between Brex and their accounting software by following the steps below. Step 1: Click Accounting on the left side of your Brex dashboard. Step 2: Under Export settings, click Manage [your account software]. Step 3: Click Disconnect at the bottom of the page. Note: If you reconnect to the same account, your mapping rules will remain the same in your dashboard.