The Brex integration with Expensify will automatically pull your transactions from Brex, giving you control, flexibility, and reducing manual effort. However, receipts will still need to be uploaded through the Expensify app or website.
You need to be an Expensify customer with a Control plan to use the integration (see Expensify pricing).
Step 2: Head to the Expensify homepage and log in to your account.
Note: Make sure you have administrative controls, or this will not work!
Step 3: Click on Settings > Domain Control > Your company's domain; if this doesn't exist, please add it through the option on the top right that says New Domain.
Step 4: Navigate to the Company Cards section found on the left column; click on the Import Card/Bank option, and search for Brex.
Step 5: After clicking on Brex, you'll be redirected to login to the Brex dashboard so that you can approve the integration.
Step 6: After you are redirected, please ensure that the card shown under the Imported Cards section says Brex. If you previously used another card with a different bank, please click the dropdown shown in the screen capture below to update it to Brex.
Step 7: Start assigning cards to each user by clicking Assign a Card
Note: Only the Brex cards with cleared transactions in the last five days will appear as an option on the cards dropdown.
Within 24 hours of setting this up, transactions will start exporting to Expensify from Brex automatically for the last 60 days. If you'd like to set an "export from" date so that previous transactions do not export (i.e. if you were using our previous Expensify integration), you can set the Transaction Start Date as today's date.
Transactions will automatically export into a cardholder's open report if they meet the criteria of the report. If there is no open report, they will show up in the Unreported expenses section instead.
If you don't want your company's cardholders to receive an SMS from Brex prompting them to upload a receipt, log in to Brex, go to Notificationsunder Settings, and toggle off SMS notifications.
For a cardholder to add receipts to Expensify, they will need to be uploaded through the Expensify app or website directly.