Welcome to Brex, and congratulations on getting your corporate card and cash account!
The following guide will walk you through the set up process for your Brex Cash and Card account, and covers the main functions of the account. Please see the relevant section below for Card & Cash.
Brex Card Setup
Step 1: Get started with your virtual card
Upon activating your account and logging in for the first time, you will automatically be issued a Brex virtual card. You can begin using this card right away by navigating to the Your Cards
tab and selecting the virtual one. Simply click on the card details to copy the information.
If you use Apple Pay, Google Pay, or Samsung Pay, remember to add it to your wallet!
Step 2: Request your physical card
You should also have been given the opportunity to opt-in for a physical Brex MasterCard. In the event that you were not prompted to opt-in for a physical MasterCard feel free to issue yourself one by following the steps here
. Your card can be shipped anywhere within the United States, and will arrive in 5-7 business days. To learn more about how you can activate it once it arrives, click here
Step 3: Organize your team by creating departments and locations
Before you start inviting new users to join your Brex account, head over to the Team
tab to create departments and locations (if applicable). Once created, you will be able to assign users to the appropriate departments and/or locations during the invite new user process. To find out more about how to create, edit and delete departments follow the steps here
; for locations, follow the steps here
Step 4: Invite new users
Under the team
tab, you’re all set to navigate to the Users and cards
tab, where you will be able to invite your team members to join Brex - it takes about 10 seconds per new user! Click on the top right corner to get started; you will have the opportunity to assign each user to a department, location, role type, as well as a monthly spending limit. To find out the different role types and permissions of each one, click here
Upon accepting their invitation via email, your team members will gain access to the dashboard, a virtual card, and a physical card (if desired).
Step 5: Integrate your accounting software
Brex integrates directly with QuickBooks Online, Xero, Expensify, and NetSuite to enable automatic reconciliation (which may save your finance team many hours per month).
Please find integration setup and management instructions here:
Brex uses connected bank accounts as one of the factors to determine your company's credit limit. You can connect additional bank accounts, remove or fix a current connection and verify which accounts are currently connected by navigating to your Settings tab at the bottom left-hand side. Please read the articles below for more information regarding bank connections:
Brex Cash Setup
Step 1: Fund your Brex Cash account
You can fund your account in two ways:
Initiating ACH pulls from your other accounts by clicking on the Add Funds button on the Cash Transactions page and following the prompts.
- Sending funds in externally via your financial institution.
To view your account and routing number, select View Details on your Cash Transactions page. These details can be used to initiate a wire or ACH payment into your account.
Step 2: Invite a bookkeeper or other Brex Cash admin
Cash and card admins have a full view over both Card and Cash transactions on the account. They can set-up integrations, invite new users, and are the only role type that can initiate payments on Brex Cash.
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 Teams > Cards and users > Invite user.
Step 3: Make your first payment
Once you have successfully transferred funds into your Brex Cash account, you will see your Available Balance update on the Cash Transactions page. To make an ACH, Wire, or Check payment, select Send Money.
From there, you will be able 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 ETA for the transfer depending on which payment method is used.
Step 4: Connect your Payroll and other resources
You can connect Brex Cash to your company resources using your account and routing numbers. You can find your Brex Cash account information on the Cash Transactions
page by selecting View details
. This article
provides some additional links for connecting popular payroll services to your new account.
To learn more about other important features available to you on the Brex Dashboard, please read below:
Your credit limit is the total amount your entire team — across all of your cards — can spend during a given 30-day statement period. You can see what your company’s credit limit is by navigating to the Company transactions
tab and looking at the top left-hand side. Please read the articles below for more information on your credit limit:
Brex account Admins have full permissions, and are able to:
Brex Rewards is the most valuable card rewards program on the market as there is no cap on what you can earn with Brex.
As a company that uses Brex as their primary corporate card, you will qualify for Brex Exclusive, where your team earns points with every transaction. To view the different rewards multipliers, click here
Your points can then be redeemed for statement credit, travel benefits, or miles. To learn more about points redemptions, please read How do I redeem my Brex points?
You can view your current points earned by navigating to the Company transactions tab and looking at the top right-hand side.
For additional questions please contact Brex Support and we will be happy to help.
Hours: 5 AM to 8 PM (Pacific Time), 7 days per week
If you have any additional questions, feel free to chat in via the dashboard.