A System for Cross-domain Identity Management (or a SCIM) is an integration that helps you automate user access for your company’s Brex account. It can be used to invite (“provision”) Brex user accounts for your employees whenever they’re added into your Okta instance or to disable users when they are…
Add the Brex extension to your browser to quickly view card details and upload receipts while making online purchases. The extension lets you take a screenshot of your receipt page and attach it to the transaction with one click. Download the browser extension here for Chrome.
Admins and bookkeepers can integrate their Brex account with Sage Intacct by following the steps below. Step 1: Ensure that you have full admin access to Sage Intacct. Step 2: Click Integrations on the left side of your Brex dashboard.
General Ledger accounts show up on the Brex Dashboard when you integrate with an accounting software like Xero, Sage Intacct, Quickbooks Online, or NetSuite. These GL accounts are pulled over from the accounting software so you can map your transactions accordingly.
The Brex integration with Rippling helps you customize your employee onboarding experience. You can set criteria for employee invites and choose who will be automatically issued a corporate card. You’ll also be able to skip the step of manually assigning employees’ departments and locations since their transactions will automatically…
Workday configures their permissions on a field level, so we’ll need access to a number of fields to get things up and running. To integrate your Workday account with Brex, please follow the steps below.
Brex lets you easily manage all your spend across multiple subsidiaries and countries from a single dashboard. Map your legal* entities in Brex to the correct entities in your ERP so that you can report and analyze your spend at any level.
The Sage Intacct integration is one of our many accounting integrations that improve reporting accuracy and accounting control, saving finance teams hours each week. Brex integrates with Sage Intacct through a CSV export–including basic transaction details, category mappings, receipts, departments, location, memos, etc.
Conferma Pay is a payments platform that connects businesses and suppliers for digitized commerce. In the travel space, Conferma Pay connects with more than 700 travel management companies, all the major global distribution systems and over 100 online booking solutions to integrate virtual cards into point of sale.
Admins and bookkeepers can recategorize transactions from two places in the Brex dashboard: the Company transactions under the Card tab, or Review & Export pages under the Integrations tab. Please do this before exporting to your ERP or accounting software.
Brex admins and bookkeepers can refresh your updated GL accounts within Brex by performing the following actions. Step 1: Click Integrations on the left side of your Brex dashboard. Step 2: Click on Manage under your active integration. Step 3: Click Settings in the upper right corner.
As an account admin, card admin, or bookkeeper, you can export transactions to your active integration by following the steps below: Step 1: Click Integrations on the left side of your Brex dashboard. Step 2: Click Manage under the active integration to which you want to export.
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 Integrations on the left side of your Brex dashboard. Step 2: Click Manage under your active integration.
Brex integrates with the following accounting software. Click the links below for setup instructions: Concur Conferma Pay CoupaPay Expensify NetSuite Pilot QuickBooks Desktop QuickBooks Online Rippling Sage Intacct Xero
HRIS (Human Resources Information System) is a software solution that helps organizations manage and streamline their HR processes. Today, Brex supports 40+ HRIS integrations that customers can connect with — a list which we’re continually adding to. Supported providers include Workday, Gusto, and BambooHR.
For a given entity, you’ll first need to enable Value-Added Tax (VAT) tracking to add VAT information to transactions. This feature is only available if you use NetSuite or if you are using custom CSV accounting. Please reach out to Brex Support if you need help getting started.
1Password Teams or Business customers can connect their accounts with Brex to make online checkouts easier, faster, and more secure. Account and card admins can generate, access, and autofill Brex cards right from the 1Password browser extension.
Pilot will set up the automatic feed of Brex transactions into QuickBooks Online as part of the bookkeeping process. If you don’t already have a Pilot account, you can sign up here. Requirements You must be a Pilot customer using bookkeeping services.
Please work with a Concur Client Success Manager to set up an automatic feed of Brex transactions into Concur. Connecting to Concur Step 1: Email your Concur Client Success Manager or ConcurClientSuccess@sap.com to request a new feed for Brex.
AngelList is a suite of tools that allows you to manage your company’s incorporation, cap table, fundraising, and employees all in a single location. If you’re a current AngelList customer, you can set up your AngelList account to work in conjunction with your Brex account by following the steps below.
Brex’s integration with Coupa Pay allows you to provision Brex virtual cards for approved POs and Invoices without leaving Coupa. This results in greater efficiency, control, and visibility over your business spend.
Brex’s Universal CSV exporting lets you create fields and field values within Brex that can be leveraged for mapping purposes — including GL account, department, class, vendor, project, etc. You can then export transactions into a CSV file and import them into your accounting software.
Account and card admins can get started on the API by visiting Brex for Developers, our documentation hub, and reading through our documentation and example apps. Check your role permissions and if you’re authorized, generate a user token from your Brex dashboard following these instructions.
We want Brex account and card admins to be empowered with workflow automation tools–whether or not you have technical expertise. That’s why we offer a suite of no-code integrations with Zapier that allow you to easily connect your Brex company data to over 4,000 other applications in the Zapier marketplace…
A grayed out export button in the Integrations > Review & export section of your dashboard indicates that there’s an error that needs to be addressed before you can export. You’ll see the specific error above the grayed out button.
To get started, confirm with your TMC representative that you’re subscribed to virtual card payments through Conferma. If not, you’ll need to execute an addendum before you can set up the integration.
Before connecting, please make sure that you have account or card admin access to your company's Brex account and your HR system's top-level admin account — both are needed to initiate the connection.
At the moment, you can only manage your tax codes if you’re using a NetSuite Enterprise resource planning (ERP) software. If you use a different accounting software, you can instead export via universal CSV.
To get started, confirm with your Coupa representative that you are subscribed to the Virtual Card entitlement on Coupa Pay. If not, you can execute an addendum before you can set up the integration.
When attempting to export directly to your accounting software integration from the Review & Export page, you may see the error message Unable to export. The most common reasons for this error can be found below.
The Brex API is an automation layer that can be used in the following ways to customize Brex workflows. Budgets API: To view and manage your Brex budgets. Expenses API: To view expense categories, capture, and report on spend.
Make instant payments using our integration with Deel. Connect your Brex business account by following the steps below and start making faster payments — worldwide. Step 1: On the Deel homepage, select the contract from the Contracts menu or click Pay from the homepage icon.
Brex’s integration with Coupa Pay allows you to provision Brex virtual cards for approved POs and Invoices without leaving Coupa. This results in greater efficiency, control, and visibility over your business spend. Through the integration, Coupa will generate a virtual card using Brex APIs and will securely send the virtual…
Following the change to account details for Brex business accounts, your account details will need to be updated in Gusto, so as not to disrupt your workflow. You can find your new Brex business account information by following the steps here: How do I find my account and routing number?.