Please refer to the relevant section below according to whether you are a Brex customer or with an accounting firm.
How do I add clients to my account?
Your clients must first add you as a partner to gain access to their Brex account.
How do I grant external access to my bookkeepers?
Step 1:Navigate to Team on the left side of your Brex dashboard.
Step 2:Enter the individual’s name in the search bar.
Step 3:Click on their name.
Step 4:On the right, under External access, select Enabled.
How do I invite my accounting firm?
If your accounting firm is not listed as an option on the Partners page, Brex card and account admins can invite them to be a Brex partner.
Step 1:Navigate to Partners under the Team tab.
Step 2:Click Invite a partner.
Step 3:Search for your partner.
Step 4:Select Grant access. Your firm can now access your account.
How do I remove my bookkeeper’s access?
For external bookkeepers, you can revoke access to your company’s Brex account by going to Team > Partnersand clicking Revoke accessunder your bookkeeper’s firm.
Can I connect to multiple accounting partners?
Yes, you can connect to multiple accounting partners by inviting them from Team > Partners in your Brex dashboard.