Welcome to Brex, and congratulations on getting your corporate card!
The following guide will walk you through the set up process for your Brex account and covers the main functions of the account that will ensure you are getting maximum value.
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. 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 following the steps here
; for locations follow the steps here
Step 4: Invite new users
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:
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 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 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 What can Brex points be used for?
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