Welcome to Brex, and congratulations on getting your cash management account!
The following guide will walk you through the set up process for your Brex Cash account, and covers the main functions of the account.
Step 1: Fund your Brex Cash account
You can fund your account in two ways:
Initiating ACH pulls from your other accounts by click on the Add Funds button on the Cash Transactions Page and following the prompts.
- Sending funds in externally via your financial institution.
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.
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